Center for Financial Planning, Inc.® is pleased to announce that Timothy Wyman, CFP®, JD has been named to Forbes 2020 list of "Best-in-State" Wealth Advisors in Michigan for the 3rd consecutive year, where he ranked 62nd in the state.
“It’s great to watch Tim in action, both in his roles as a financial planner and as a leader,” said Andrew O’Laughlin, a Client Service Manager. “The first words that come to mind when I think of Tim are commitment, enthusiasm, decisiveness, fairness, and diligence. Tim exudes the core values of The Center, taking phenomenal care of the clients we serve, and leading by example for the people who get to work with him every day.”
In addition to working directly with clients and helping them achieve their financial goals, Tim is the firm’s Managing Partner and a member of the Operations Committee. He is a leader in his profession, serving on the National Board of Directors for the 28,000-member Financial Planning Association. Tim is frequently asked to speak on financial planning topics by local and national media outlets.
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 of 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. 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.