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.