Mary Sterk Named to Forbes Best-in-State Wealth Advisors 2025 List

 
FOR IMMEDIATE RELEASE
April 15th, 2025
Contact: Rose Colella, Communications Manager
rosecolella@sterkfinancialservices.com
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Local Wealth Advisor Named to
Forbes Best-in-State Wealth Advisors 2025 List
 
Mary Sterk, CFP™ and President of Sterk Financial Services, has been named to the National Forbes Best-In-State Wealth Advisors 2025 List, making this the 8^th year running named to numerous Forbes lists, and her second Forbes award this year. “I am so honored to be named to this list of recognized financial advisors.  It showcases the dedication our team has to caring for our clients,” says Sterk.
Sterk went through a rigorous screening process.  The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data.  Criteria include years of industry experience and weighs factors like revenue trends, assets under management, compliance records, and those that encompass best practices in their approach to working with clients.  Neither Forbes nor SHOOK receive a fee in exchange for rankings.
 
 
 
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Insurance offered through Sterk Financial Services which is not affiliated with Osaic Wealth. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The ranking for the Forbes Best-in-State Wealth Advisors list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of 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. The Forbes ranking of America's Top Women Wealth Advisors, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. There is no fee in exchange for rankings. Forbes is a trademark of Forbes Media LLC. All rights reserved .Rankings and recognition from Forbes/SHOOK Research 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.