Lancaster, PA–(September 12, 2022)–Odyssey Group Wealth Advisors, a provider of financial services in Lancaster, PA, announced that President & Founder Aaron Sherman has been named to Forbes’ list of Top Next Gen Wealth Advisors list for 2022.
According to Forbes, the ranking reflects advisors born in 1983 or later who are excelling in the graying wealth management industry. List makers are determined based on industry experience, revenue produced, and assets under management.
“It’s an honor to be recognized by Forbes as among the best next-gen wealth advisors in the country,” said Aaron Sherman. “This is recognition that Odyssey Group Wealth Advisors is part of the next generation of talent in the wealth management industry, and I am grateful for the trust our clients place in us, and we remain committed to providing the guidance and support they need to achieve their unique financial goals.”
About Odyssey Group Wealth Advisors
Odyssey Group Wealth Advisors provides individuals and organizations with financial guidance. Located at 22A East Roseville Road, Lancaster, PA , Odyssey Group’s advisors pride themselves on
crafting unique strategies for each client. For more information, please visit https://odysseygroupwa.com/
The ranking of Forbes’ Top Next Gen Wealth Advisors(1) recognizes advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firm, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Please visit https://bit.ly/3QBTTA3 for the full methodology² Forbes developed in partnership with SHOOK Research.
(1) This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary.
(2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
Contact Name: Kelly Waltrich
Firm Name: Intention.ly
Firm Phone Number: (610) 304-6538
Contact E-Mail: kelly@growintentionally.com
Firm Web Address: https://intention.ly/
