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Three Advance Capital Advisers on Forbes Best-in-State Next-Gen List

September 11th, 2019 | 1 min. read

By Jacob Schroeder

Forbes trio

We are extremely pleased to announce that three of our financial advisers -- Daniel McHugh, Michael Hohf and Terra Hohf -- have been named to Forbes magazine’s 2019 Best-in-State Next-Gen Wealth Advisors list. They were recognized as among the top young wealth advisers in Michigan.

You can see the full list here.

Dan, Mike and Terra all rank in the top 20 wealth advisers for the state of Michigan. Further, they are the only three advisers listed from an independent firm (i.e., not a part of a national corporation such as Merrill Lynch or UBS).

Please give them all a round of applause!

The Forbes list features more than 1,485 advisers from across the country that collectively manage assets amounting to more than $1 trillion. It is produced independently by Forbes magazine in collaboration with SHOOK Research, a financial services rating firm. Each adviser is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. There are no fees or other considerations required for nomination.

Certainly, all three advisers are honored to represent Michigan. But they are most grateful for the opportunity to help clients everywhere achieve their financial goals.

This year, Advance Capital has been named a Financial Times Top 300 Financial Adviser and one of the Top Fee-Only RIAs by InvestmentNews.

Recognition as a top financial adviser is the direct result of the tremendous support we receive from our clients. This is represented by our continued success. The Advance Capital Management team of advisers manages more than $2.7 billion in assets, with more than 5,000 household clients.

Why do people choose Advance Capital? Well, we think it’s primarily because of our belief that helping people reach their financial goals is about building relationships, not just crunching numbers. And, as a fiduciary, we serve our clients’ best interests at all times. That’s what people can expect from our financial advisers, whether in Michigan, Ohio or Illinois.