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Forbes/Shook Best-In-State 2018

March 02, 2018
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Forbes Names Dean Hedeker a "Best-In-State Wealth Advisor" for 2018

Lincolnshire, IL – March 2, 2018: Forbes Magazine has ranked Dean Hedeker of Hedeker Wealth, LLC a 2018 Best‐In‐State Wealth Advisor. Forbes and SHOOK Research created the 2018 list, which features more than 2,000 top‐performing wealth advisors across the country, to help investors find high quality advisors in every state.

“We've uncovered great advisors in all markets” says R.J. Shook president of Shook Research. "It is our belief clients are oftentimes better served by local representation.”

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. Advisors who 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 demonstrate best practices in their approach to working with clients.  

“I am deeply honored to be recognized by Forbes as a top wealth advisor in Illinois,” says Dean Hedeker, Principal, Hedeker Wealth, based in Lincolnshire. “We pride ourselves on providing customized care and a personal touch to the 130 families that turn to us to protect, preserve and grow their wealth in a tax‐efficient manner. We believe our deep connection to clients sets us apart. To be honored for that is truly humbling” added Hedeker.

In total, 21,000 advisors were considered, and just one out of ten ‐‐ were recognized by SHOOK Research. Portfolio performance is not a factor due to varying client objectives and lack of audited data and neither Forbes nor SHOOK receive a fee in exchange for rankings.