— Named the 7th Advisor in Washington —
KENNEWICK, Washington — APRIL, 2023 – Matt Riesenweber of Cornerstone Wealth Strategies was recently ranked No. 7 in Washington in Forbes’ 2023 Best-In-State Wealth Advisors list.
According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention and assets under management. View the full list.
“On behalf of LPL, I couldn’t be more honored to congratulate Matt for this distinguished industry recognition from Forbes,” said Julian Lopez, LPL executive vice president, Independent Advisor Services. “With more than 20 years in the financial service industry, Matt has become a leader in providing a high-quality experience for clients. As a top advisor in Washington, Matt and his team continue to be laser-focused on making meaningful impacts on the lives of their clients.”
Riesenweber is based in Tri-Cities, Washington area and offers a full range of financial services, including retirement and financial planning, and money management. This recognition represents the efforts of Matt Riesenweber, Matt Wiser, Beau Ruff, Joel Ockey, Cameron Burch, Tyler Scott, the entire Cornerstone team and, most importantly, the remarkable relationships and results they strive to achieve with their clients.
About Cornerstone Wealth Strategies
Cornerstone Wealth Strategies is an independent, full-service financial planning firm committed to providing custom strategies designed to work towards financial independence to individuals, families, nonprofit organizations, and business owners. As independent representatives of LPL Financial, the team at Cornerstone Wealth Strategies provides customized fee-based advice and services including hands-on financial planning, proactive investment management, individual and business retirement consulting, estate planning, and insurance. Our thirteen-member firm works as a team in helping individuals in Southeastern Washington work towards their financial goals.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve**, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
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**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent BrokerDealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022).
Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
LPL Financial, Forbes and Cornerstone Wealth Strategies are all separate entities.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
