RECOGNITION OF AN EXCEPTIONAL CAREER IN FINANCIAL SERVICES

LINCOLNSHIRE, ILL. (APR. XX, 2019) – Hedeker Wealth, a leading independent, privately owned investment management firm, has announced that Dean R. Hedeker, RFC, CPA, tax attorney and Principal of the firm, has been named to the elite Forbes/SHOOK Best-In-State list of Wealth Advisors, which is available on www.Forbes.com.

The list recognizes a select group of 164 financial advisors, statewide, who have demonstrated high levels of ethical standards, professionalism and success in the business. This is Hedeker’s second time being acknowledged by Forbes/Shook, as he was also named to the 2018 Forbes/SHOOK Best-In-State list of Wealth Advisors.

“I am honored and grateful to have been named one of the top performing advisors in Illinois by Forbes and SHOOK,” said Hedeker. “At Hedeker Wealth, we are constantly innovating and evolving to meet the changing needs of our clients, and this recognition is indicative of how my team is successfully serving our clients’ needs.”

Hedeker has earned a reputation in the community for the guidance he provides to clients, and journalists consistently turn to him for his expertise on a variety of wealth management topics in outlets like Kiplinger’s Personal Finance, PBS NewsHour and the Daily Herald, among others.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their fields and approach to working with clients.

This elite group of only 164 advisors represents firms with $178 billion of assets under management. Shook Research considered client retention, industry experience, compliance records as well as quantitative criteria such as assets under management and revenue generated for the firm.

For the full list and more information about the Forbes/SHOOK List of Best-in-State Financial Advisors, please visit: https://www.forbes.com/best-in-state-wealth-advisors/#2c53b17291d1.

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Please Note: The scope of any consulting services depends upon the terms of the engagement, and the specific request and needs of the client.  Hedeker Wealth does not serve as an attorney, accountant, or insurance agent. Hedeker Wealth does not prepare legal documents or tax returns, nor does it sell insurance products. As disclosed on its written Brochure on Part 2 of Form ADV, if the client desires, Hedeker Wealth’s affiliated entities or persons, in their separate licensed capacities, can be engaged to be provide tax preparation, insurance sales/services, and legal services, per the terms and conditions of a separate engagement and fee/compensation.

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Hedeker is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Hedeker by any of its clients. ANY QUESTIONS: Hedeker’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.