FOR IMMEDIATE RELEASE
TUCSON, AZ — March 18, 2021 – Michael Treiberg of Treiberg Wealth Management was recently ranked in the 2021 Best-In-State Wealth Advisors list published by Forbes.[i]
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 Michael 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 Michael for 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.”
Michael Treiberg 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 Treiberg Wealth Management
Treiberg Wealth Management is based in Tucson, AZ and is an independent Registered Investment Advisor with the SEC. Providing disciplined investment management and advanced financial planning for over 20 years, we specialize in wealth enhancement, estate planning and asset protection. We exist to help make the complicated matters of managing wealth simpler, and to act as our client’s financial advocate.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer[ii]. 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
LPL Financial, Forbes magazine and Treiberg Wealth Management 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 Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial.
__________________________________
[i]https://www.forbes.com/best-in-state-wealth-advisors
[ii] Based on total revenues, Financial Planning magazine, June 1996-2020