Posted in

Michael S. Schwartz, CFP(R), AEP(R) Receives Forbes’ Best-in-State Wealth Awards 2024 Recognition

NEW YORK, NY / ACCESS WIRE / May 1, 2024 / Magnus Financial Group LLC, a registered investment advisory firm (RIA), is pleased to announce that its CEO and President, Michael S. Schwartz, CFP®, AEP®, has been named to Forbes/SHOOK’s Best-In-State Wealth list ® Research Awards 2024 for the sixth consecutive year.

“I am grateful and greatly appreciate the recognition,” said Michael S. Schwartz, CFP®, AEP®. He added: “Receiving such credits confirms my dedication and commitment to customers and further motivates not only me, but the entire Magnus team to continue to provide our customers with the highest level of expertise and care.”

This award adds to other recognitions Schwartz has received, including Forbes/SHOOK® Best-In-State Wealth Advisors for the past six consecutive years, including 2024, Forbes/SHOOK® Top Financial Security Professional in 2023, 2022 and 2021 , WealthManagement. com’s Thrive List of Fastest Growing Advisors in 2019, and the Financial Times’ FT Top 400 Financial Advisor List in 2017.

The Forbes Ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria obtained through telephone, virtual and in-person due diligence interviews and quantitative data. The advisors eligible for the rankings have a minimum of seven years of experience and the algorithm weighs factors such as revenue trends, assets under management, compliance data and industry experience.

SHOOK Research creates rankings of role model advisors who are leading the way in offering best practices and providing a high-quality experience for clients. The complete methodology can be viewed online.

About Magnus Financial Group:

Magnus Financial Group LLC is an SEC-registered, independent investment advisory firm based in New York City. Magnus provides customized wealth management and financial planning services for clients at all stages of their lives. As an independent RIA, Magnus offers high-quality services with a personal customer approach. Founded in 2017, Magnus consists of a team of wealth advisors and staff supporting various departments, including investment and insurance, research and trading, and compliance.

For more information about Magnus Financial Group and its services, please visit Magnus’ website at

For media inquiries please contact:

Rachita Sharma of Blue Ocean at 917-720-3036

Contact details

Rachita Sharma
CMO, Blue Ocean Global Tech
(email protected)
(917) 720-3036

SOURCE: Magnus Financial Group


View the original press release on