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Awards & Recognition

Forbes | SHOOK 2026 Best-In-State Wealth Management Team

Forbes | SHOOK 2026 Best-In-State Wealth Management Team

We are honored to announce The Smith Saunders Group was named one of Forbes Best in State Wealth Management Teams for 2026.

The Forbes | SHOOK Best-In-State Wealth Management Teams list spotlights advisory teams equipped to navigate that complexity. The fourth annual ranking features more than 6,100 teams overseeing a combined $8.3 trillion in client assets.

2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.

Our Difference

When you work with our team, you’ll have a dedicated team of wealth management experts by your side creating a customized financial plan that aligns with your unique goals and values.

Our team is comprised of long-tenured, diverse and highly credentialed individuals.  We leverage our in-house resources as well as external expert team, so we are constantly learning about and providing perspective on the latest financial planning and investment management strategies.

Put our expertise to work for you. Contact us. 

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