Thomas Ruggie, CHFC®, CFP® Named Among Forbes 2023 Standout Wealth Advisors

Feb. 22, 2023

Ruggie Wealth Management announced that Founder and CEO Thomas H. Ruggie, ChFC®, CFP®, has been named to this year’s Forbes Best-In-State Wealth Advisors’ list for the 5th time, (which reflects inclusion every year since the inception of the rankings). This year, he was ranked #5 in North Florida. 

Forbes includes advisors from national wirehouses as well as independent RIAs in its rankings which spotlights the top-performing advisors across the country.  Determined by SHOOK Research, the list is based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, assets under management, compliance records, and those who embrace best practices in their practices and approach to working with clients, and community involvement.

“Competition is steep to be selected for this list, and those who make the cut represent a very high level of achievement in serving their clients’ wealth management needs,” said Ruggie. “I believe our clients turn to us because of our dedication to placing their interests above ours, and for the strength of our processes and collective wisdom of our team. To be named to this list is an honor that reinforces we are doing what we set out to do on our clients’ behalf.”

According to SHOOK, “we scour the financial services industry—banks, brokerages, custodians, insurance companies, clearing houses and others for nominations.  Only about 2000 Advisors make the final listing.”

Unlike other advisor rankings, SHOOK Research creates rankings of role models—advisors who are leading the way in offering best practices and providing a high-quality experience for clients.

Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Ruggie has received other national recognitions including being named to the Barron’s Top 1200 Advisors 10 times.

Ruggie Wealth Management provides services to individual and corporate clients, as well as to a select group of endowments and foundations. As the flagship company of Destiny Wealth Partners, Ruggie Wealth offers a broad range of services and products to help clients achieve their financial goals.

The firm has offices in Tavares, Winter Park and The Villages®, FL, partnering firm KCG Investment Advisory Services in Savannah, GA, and is affiliated with Destiny Family Office, which is also a Destiny Wealth Partners’ firm.

About Tom Ruggie
Tom is a Chartered Financial Consultant (ChFC®), a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a veteran of the investment and financial planning industries who began his career in 1991 and subsequently founded Ruggie Wealth Management to serve individuals, small businesses and non-profit organizations. In 2016, he founded Destiny Family Office, to simplify complexity for client families on a financial, business and personal level. Tom’s entrepreneurial spirit, investment strategy and steadfast dedication to client service have allowed him to grow Ruggie Wealth Management and related-companies into a continuum of financial services. Tom is also a philanthropist who founded The Tom and Kim Ruggie Family Foundation, and the author of three books available on Amazon: Ruggie Rules, Financial Wellness: How to Improve the Retirement Outcomes of Your Employees, and Ruggie WealthCare Retirement Scorecard. Visit Ruggie Wealth Management online at ruggiewealth.com and become a follower on Twitter and a fan on Facebook.

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’ 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 criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.

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