Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.
Forbes Lists
About Jim Betzig
The description above is provided by Jim.
Focus Area / Customer Base
Business Owners and Entrepreneurs, Corporate Executives, Pre-retirees and Retirees
Jim Betzig's Awards
2018
Barron's Top 1,200 Financial Advisors
2021
Forbes Best-in-State Wealth Advisor
2022
Forbes Best-in-State Wealth Advisor
2023
Barron's Top 1,200 Financial Advisors
2024
Forbes Best-in-State Wealth Advisors
The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more information on the methodology please visit: https://www.forbes.com/sites/rjshook/2024/04/03/methodology-best-in-state-wealth-advisors-2024/?sh=49cb81073fa4