INDEPENDENCE, Ohio. (April 22, 2024) – Mark Weiskind, CFP®, CPA/PFS, President of Fairway Wealth Management, was ranked No. 32 on the 2024 Forbes Best-In-State Wealth Advisors list for Ohio.
The Forbes list recognizes advisors who are ahead of the curve with financial counsel and client relations. Weiskind’s high placement is a clear indicator of Fairway’s successful personal CFO model and strategic approach to family office services and generational wealth management.
“I’m honored to receive this recognition from Forbes and make my debut on the outlet’s prestigious annual list,” said Weiskind. “At Fairway, we are passionate about helping our clients enjoy their wealth to the fullest extent, and this ranking is a reflection of our dedication.”
Developed by SHOOK Research, the Forbes ranking is based on qualitative and quantitative data gathered through an online survey and a series of telephone, on-site and/or virtual interviews. The rigorous research process narrowed down nearly 45,000 nominations to a nationwide list of 8,507 seasoned advisors, including Weiskind.
Weiskind co-founded Fairway in 2002 and serves as president, chief compliance officer and personal wealth manager to over 50 family and multi-generational clients.
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About Fairway Wealth Management
Founded in 2002, Fairway Wealth Management serves the complex and ongoing needs of wealthy families. Through expert advice and advisory team leadership, Fairway helps clients enjoy their wealth in lifestyle, legacy and peace of mind. Based in Independence, Ohio, Fairway advises clients in nearly 30 states. Learn more about Fairway Wealth Management: fairwaywealth.com
Disclosure
Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and 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. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.
For further information, read the full methodology here.
