Jeffrey Schiffman has been recognized by Forbes/SHOOK as one of the Best-in-State Wealth Advisors for the second consecutive year, earning this distinction in both 2025 and 2026. Click the button below to read more about this prestigious honor and Jeffrey's dedication to guiding his clients towards financial success.

^{The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.}