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Michael S. Schwartz, CFP(R), AEP(R) Receives Forbes' Best-in-State Wealth Awards 2024 Recognition

Wednesday, 01 May 2024 09:00 AM

Magnus Financial Group LLC


NEW YORK, NY / ACCESSWIRE / May 1, 2024 / Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has been named to Forbes/SHOOK® Research's Best-In-State Wealth Awards 2024 for the sixth consecutive year.

"I am grateful for the recognition and value it deeply," said Michael S. Schwartz, CFP®, AEP®. He added, "Receiving credit like this reaffirms my dedication and commitment to clients and further motivates not only me but the entire Magnus team to continue providing our clients with the highest level of expertise and care."

This award adds to other recognition that Schwartz has received, including Forbes/SHOOK® Best-In-State Wealth Advisors for the last six consecutive years, including 2024, Forbes/SHOOK® Top Financial Security Professional in 2023, 2022 and 2021,'s Thrive List of Fastest-Growing Advisors in 2019, and Financial Times' FT Top 400 Financial Advisor List back in 2017.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews and quantitative data. Those advisors that are considered for the ranking have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records and industry experience.

SHOOK Research creates rankings of role models-advisors that are leading the way in offering best practices and providing a high-quality experience for clients. The full methodology can be viewed online.

About Magnus Financial Group:

Magnus Financial Group LLC is an SEC-registered, independent investment advisory firm located in New York City. Magnus provides customized wealth management and financial planning services for clients in all phases of their lives. As an independent RIA, Magnus provides high-quality service with a personalized client approach. Magnus was founded in 2017 and consists of a team of wealth advisors and personnel that supports a variety of departments including investment & insurance operations, research and trading, and compliance.

For more information about Magnus Financial Group and its services, visit Magnus' website at

For media inquiries, please contact:

Rachita Sharma of Blue Ocean at 917-720-3036

Contact Information

Rachita Sharma
CMO, Blue Ocean Global Tech
[email protected]
(917) 720-3036

SOURCE: Magnus Financial Group


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