Michael S. Schwartz Celebrates Sixth Forbes Best-in-State Wealth Award In 2024

Magnus Financial Group LLC, a distinguished investment advisory firm, proudly announces that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has once again been recognized by Forbes/SHOOK® Research's Best-In-State Wealth Awards 2024. This marks the sixth consecutive year Schwartz has earned this prestigious accolade, underscoring his unwavering commitment to excellence in wealth management.

"I am grateful for the recognition and value it deeply," expressed Schwartz. He further emphasized the award's role in reinforcing his dedication to client service, stating, "Receiving credit like this reaffirms my dedication and commitment to clients and further motivates not only me but the entire Magnus team to continue providing our clients with the highest level of expertise and care."

This latest honor adds to a series of recognitions Schwartz has received over the years. His accolades include being named to the Forbes/SHOOK® Best-In-State Wealth Advisors list for six consecutive years, including 2024, and securing a spot on the Forbes/SHOOK® Top Financial Security Professional list in 2023, 2022, and 2021. Additionally, Schwartz was featured on WealthManagement.com's Thrive List of Fastest-Growing Advisors in 2019 and made the Financial Times' FT Top 400 Financial Advisor List in 2017.

The Forbes ranking of Best-In-State Wealth Advisors is meticulously compiled by SHOOK® Research based on a combination of qualitative and quantitative criteria. This includes interviews conducted via telephone, virtually, and in-person, alongside an evaluation of factors such as revenue trends, assets under management, compliance records, and industry experience. To be considered for the ranking, advisors must have a minimum of seven years' experience. SHOOK Research focuses on identifying advisors who not only excel in their practice but also serve as role models by offering best practices and delivering a high-quality experience for clients.

Located in New York City, Magnus Financial Group LLC is an SEC-registered independent investment advisory firm. Since its inception in 2017, Magnus has been committed to providing customized wealth management and financial planning services tailored to meet the needs of clients at various life stages. As an independent RIA, Magnus prides itself on delivering high-quality service with a personalized approach to client management. The firm boasts a dedicated team of wealth advisors and support personnel across various departments including investment & insurance operations, research and trading, and compliance.

For those interested in learning more about Magnus Financial Group and its array of services, further information can be found on the company's website at http://www.magnusfinancial.com.

For media inquiries regarding this announcement or Magnus Financial Group LLC more broadly, Rachita Sharma of Blue Ocean can be contacted at 917-720-3036.