KENNEWICK, WA — February, 2021 – Matthew Riesenweber of Cornerstone Wealth Strategies was recently ranked No. 22nd in Washington in the 2021 Best-In-State Wealth Advisors list published by Forbes.
According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.
“On behalf of LPL Financial, we congratulate Matthew Riesenweber for being recognized on this year’s Forbes Best-in-State Wealth Advisors list. This past year has demonstrated that strong financial advice cannot be underestimated, and that personalized financial advice is critical in helping clients work toward achieving their short and long-term financial goals,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “We applaud Mattfor continuing to raise the bar in our industry and demonstrate the value of the independent model in creating meaningful and long-lasting investor advisor relationships.”
Matt Riesenweber is based in the Tri-Cities and provides a full range of financial services, including retirement and financial planning, and money management. This recognition represents the efforts of Matt Riesenweber, Matt Wiser, Joel Ockey, Beau Ruff, Cameron Burch, the entire Cornerstone team and, most importantly, the remarkable relationships and results they strive to achieve with their clients.
Riesenweber is an independent advisor affiliated with LPL Financial, the nation’s largest independent broker-dealer* and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
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 security to individuals, families, and business owners. As independent representatives of LPL Financial, the team at Cornerstone Wealth Strategies provides objective fee-based advice and services including hands-on financial planning, proactive investment management, individual and business retirement consulting, estate planning, and insurance. Our wealth advisors have over five decades of combined experience helping individuals in the Tri-Cities communities work towards their financial goals.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Based on total revenues, Financial Planning magazine, June 1996-2020
LPL Financial, Forbes magazine 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 and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Cornerstone Wealth Strategies, Inc., a registered investment advisor and separate entity from LPL Financial.