Timothy Wyman, CFP®, JD and Matthew Chope, CFP® Named To Forbes List of Best-In-State Wealth Advisors

Wyman for the fourth consecutive year, Chope for the third consecutive year

 
Timothy Wyman, CFP®, JD

Timothy Wyman, CFP®, JD

Matthew Chope, CFP®

Matthew Chope, CFP®

 

Southfield, Mich. (February 12, 2021) - Timothy Wyman, CFP®, JD and Matthew Chope, CFP® of Center for Financial Planning, Inc® are among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11, 2021.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.

Wyman, who is the managing partner, has over 25 years of industry experience. This is the 4th year he has earned Forbes recognition. Wyman has served on the National Board of Directors for the Financial Planning Association. He frequently speaks to organizations and businesses on financial planning topics. He is also a frequent contributor to national and local media.

Chope, who is a firm partner, has over 25 years of industry experience. This is the 3rd year he has earned Forbes recognition. He helps individuals and families with financial planning. Chope also works with local corporations and non-profits on strategic planning and business management decisions. While based in Southfield, he travels to serve clients in AZ and FL.

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ABOUT CENTER FOR FINANCIAL PLANNING, INC.

Located in Southfield, Mich., Center for Financial Planning, Inc.® (“The Center”) has been committed to assisting people with life’s most important financial goals since 1985. With twelve financial planners offering various specialties, 29 team members and over $1.3 billion in assets under management (as of 1/11/2021), The Center partners with clients in 40 states and six countries to achieve their individualized financial goals.

Center for Financial Planning, Inc. is a Registered Investment Advisor and independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. (member FINRA/SIPC). Investment advisory services are offered through Center for Financial Planning, Inc. Center for Financial Planning, Inc. ® is not a registered broker/dealer and is independent of Raymond James Financial Services. For more information, please visit http://www.centerfinplan.com/.


ABOUT FORBES RANKING OF BEST-IN-STATE WEALTH ADVISORS Data provided by SHOOKTM Research, LLC. Source: Forbes.com (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com.