We are excited to announce that WorthPointe has been selected among the 12 Best Financial Advisors in San Diego for 2020-2021 by AdvisoryHQ. We believe these types of awards are such a testament to the quality support our advisors bring to our clients and to the high standards of integrity to which we hold ourselves.
AdvisoryHQ uses a unique methodology to put together its rankings each year, based on what’s best for clients, such as fiduciary standards and innovation.
In its review of WorthPointe, AdvisoryHQ points to our exceptional team, the WorthPointe 360 dashboard, the retirement benefit plans we offer for business owners, and the boutique experience our clients enjoy.
Thank you to our entire team for the quality work it provides our clients and to AdvisoryHQ for this recognition.
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Other articles filed under WorthPointe News
WorthPointe Recognized in Financial Advisor Magazine’s 2021 Registered Investment Advisor Rankings
September 28, 2021 - WorthPointe has been named on Financial Advisor’s annual survey and ranking of independent registered investment advisors (RIAs) for 2021. The list ranks firms based on assets under management as of December 31, 2020, based on firms that voluntarily complete and...
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The Morgan Report Q2 2021 Review – Invest in Coffee!
July 23, 2021 - On July 12, The Wall Street Journal reported coffee prices were soaring due to drought in Brazil, the world's biggest coffee producer. With the prospects of coffee demand exceeding supply, it would seem readily apparent that coffee prices will continue...
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WorthPointe on the Barron’s 2021 Top Advisor Rankings by State
May 4, 2021 - We are excited to once again be named to the Barron’s Top Advisor list—this time for 2021. The Barron’s list is ranked by state and you can find us under Christopher Van Slyke, our founder in Wyoming, although our team...
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The Morgan Report Q1 2021 Review – An Advocate for Your Values
April 19, 2021 - The last year has been full of challenges that negatively affected our lives. As individuals and families, we’ve had to adjust and be resilient—qualities that will not only help us be successful in life, but in investing as well. The...
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WorthPointe Named One of the 12 Best Financial Advisors in San Diego
January 28, 2021 - We are excited to announce that WorthPointe has been selected among the 12 Best Financial Advisors in San Diego for 2020-2021 by AdvisoryHQ. We believe these types of awards are such a testament to the quality support our advisors bring...
Continue Reading