We are pleased to share that three of our advisors were named to the Forbes Next-Gen Wealth Advisor List in their respective states.
Lauren Lippert, CPA, CFP®, Senior Wealth Advisor, Managing Director, serves as a trusted Family Office advisor. Her experience spans trust administration, financial literacy education, and a wide range of family office services, including budgeting and cash flow planning, estate planning, and tax strategy.
Joe Lum, CFP®, Regional President, Managing Director, advises successful individuals and families throughout the sports, technology, and business worlds, designing and implementing comprehensive wealth planning and investment strategies.
Riley Rindo, CFP®, CRPC™, Senior Wealth Advisor, Managing Director, utilizes a needs-based client experience, helping clients determine an appropriate risk tolerance in their portfolios and creating a customized solution to meet their needs.
To view the full list, visit: https://www.forbes.com/lists/best-in-state-next-gen-advisors/
On August 6, 2025, in the Forbes Top Next-Gen Wealth Advisors Best-In-State List, Lauren Lippert ranked 18th out of 76 in Ohio, Riley Rindo ranked 8th out of 76 in Ohio, and Joe Lum ranked 25th out of 79 in Northern California. (On 8/9/24, Joe Lum ranked 64th out of 64 on the list for California – Northern CA.)
Information provided was based on data as of March 15, 2025 with subsequent data updated per request from Forbes as of March 31, 2025. The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 4,653 individuals were considered for the 2025 Next-Gen ranking. For more information on the methodology for this ranking click here.
