PrimeGlobal member firm HW&Co. announced that its President, Stephen Rudolph, MBA, CPA, has been named to Forbes’ Best-in-State Wealth Advisors list for 2020. The list was published on Forbes.com, and a condensed listing is available in Forbes February issue. Steve has over two decades of experience working with high net worth individuals. He believes in a personalized approach that includes frequent client contact, educating individuals and providing solutions for their unique needs. Steve has a strong interest in behavioral finance and why investors make poor decisions. He believes in a client-centered, conflict-free advisory philosophy.
“I am honored to be included in the prestigious Forbes list of top wealth advisors in Ohio! I am very grateful to work with tremendous clients and a fantastic team at HW Financial Advisors.” Stephen Rudolph, President, HW Financial Advisors
“Congratulations to Stephen Rudolph on this well-earned recognition by Forbes. Steve is committed to providing expert guidance and essential support to his clients, and we are proud to provide HW Financial Advisors with the business solutions they need to power their practice.” Wayne Bloom, CEO of Commonwealth Financial Network
The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on 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). Overall, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized.
HW&Co. is a certified public accounting and consulting firm with locations in Cleveland, (Westerville) Columbus, and Mentor, Ohio, providing comprehensive financial and business management advisory services to a broad range of clients throughout the United States. For decades our practice has nurtured a proactive and innovative approach to finding solutions. We devote full and personal attention to each client in all areas, financial and non-financial, and employ the talents and experience of all our personnel to bring a unique mix of business, entrepreneurial and technical skills to your challenges.Learn more