Forbes has recently recognized Nathanael Flynn, CFP®, Co-Founder and Managing Partner of Flynn Wealth Partners as a 2024 Best-In-State Wealth Advisor. This is the second year that Nathanael has been recognized by Forbes.
In partnership with SHOOK Research, this annual ranking recognizes financial advisors who “are leading the way in offering best practices and providing a high-quality experience for clients.” Flynn Wealth Partners is honored to receive this accolade as a testament to our commitment to excellence, integrity, and personalized service for our clients in mid-Michigan and beyond.
About Flynn Wealth Partners
Flynn Wealth Partners is an independent financial planning and wealth management firm that’s helped individuals and businesses in Michigan plan for the future for over 30 years. We offer comprehensive services and personalized guidance to those facing the challenges of retirement, business planning, and more. Wherever you are in your financial journey, we believe you deserve a guide who can help you navigate your questions and stay on track to reach your goals.
If you’re ready to experience a partnership that you can count on today and for decades to come, contact our award-winning team by calling us at 517-336-0321 or scheduling a complimentary consultation on our website.
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, 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.
View the complete list of 2024 Best-In-State Wealth Advisors.