With 20 percent of financial advisors preparing for their own retirement, this year's Forbes list recognizes rising financial advisors that are poised to lead the financial industry in the near future. MethodologyThe 2023 Forbes Top Next-Gen Wealth Advisors Best-in-State list honors 1,464 advisors, born in 1984 or later, managing nearly $2.5 trillion in cumulative assets. For the full 2023 list, visit: https://www.forbes.com/lists/best-in-state-next-gen-advisors/About Graham Capital Wealth Management, LLCGraham Capital Wealth Management, LLC is an independent Registered Investment Advisor founded in 2016 with offices in the District of Columbia, Tampa and Sarasota, Florida. Led by managing director, Stash Graham and vice president, Michael Berkhahn, CFP®, the team at Graham Capital Wealth Management specializes in providing investment management strategies for high net-worth families, foundations and pension plans. MEDIA CONTACTAdvisorPR®702-685-7450[email protected]SOURCE Graham Capital Wealth Management

Source: Forbes September 19, 2023 11:55 UTC