Wes Moss talks with Greg from Fathers After 50 about his early career, how Money Matters began, his day-to-day life as an Investment Advisor, preparing for retirement, and his research on happy retirees.
Click the photo below to listen.
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Barron’s magazine “America’s Top 1,200 Financial Advisors” rankings are based on quantitative and qualitative criteria data provided by over 4,000 advisors. The ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This report lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Wes Moss was ranked in 2014, 2015, 2016, 2017, #7 in 2018, #7 of 30 Georgia advisors in 2019 and #7 of 30 Georgia Advisors in 2020. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither CIA nor Mr. Moss paid a fee to Barron’s in exchange for the rating.
Barron’s magazine “Top 100 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Wes Moss was ranked #90 in 2017, #65 in 2019. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.
