Monument Wealth Administration is proud to announce that our very personal Jessica Gibbs, CFP® and Emily Harper, CFP® have each been ranked by Forbes as Prime Girls Advisors within the State of Virginia for 2025!
“As an advisor, I feel quite a bit about serving to Monument’s purchasers finest navigate their distinctive paths. It’s a privilege to obtain this recognition as a result of it reaffirms that the trail I selected—to turn out to be a monetary planner—continues to be a satisfying and significant journey for me. Nevertheless, the true delight comes from serving to others open the door to what’s attainable,” mentioned Jessica.
This announcement comes on the heels of our earlier recognition as Forbes Girls Wealth Advisors Greatest-In-State 2023, Forbes Prime Subsequent Gen Wealth Advisors Greatest-In-State, and Northern Virginia Journal’s Prime Monetary Professionals.
That is Emily Harper’s first time rating on this Forbes record, an honor meaning quite a bit to her personally and professionally. Emily was additionally just lately voted considered one of Northern Virginia’s Prime Monetary Professionals in 2023 by Northern Virginia Journal.
“Working with our purchasers and their households to think about ‘what’s attainable’ and advising them on find out how to make these prospects a actuality is one thing that brings me pleasure. It’s an honor to take part in our purchasers’ lives in such a significant method and construct shared success. I’m pleased with this recognition and the good work we do at Monument as a staff – I’m only one a part of this group of good proficient professionals that ship for our purchasers!” mentioned Emily.
As a agency that locations a concentrate on supporting girls and our subsequent technology of leaders, we’re thrilled to affix Jessica and Emily in celebrating this well-earned accomplishment.
Forbes’ record was compiled by SHOOK Analysis, which is predicated on an algorithm of qualitative information, discovered via surveys and interviews performed by phone, in-person and nearly to judge finest practices, resembling service fashions, investing fashions and compliance information in addition to quantitative information, resembling income developments and belongings underneath administration.
SHOOK Analysis goals to create rankings of function fashions—advisors which might be main the best way in providing finest practices and offering a high-quality expertise for purchasers. All advisors have a minimal of seven years’ expertise. Portfolio efficiency shouldn’t be a criterion because of various consumer targets and lack of audited information. Neither Forbes nor SHOOK obtain a charge in trade for rankings. SHOOK accepts advisors who meet pre-determined minimal thresholds and acceptable compliance information.
Jessica and Emily have been ranked #53 and #54 within the State of Virginia
Extra Concerning the SHOOK Analysis Methodology
SHOOK shouldn’t be a “robo-ranker.” To make sure high quality of their analysis, SHOOK collects each qualitative and quantitative information for his or her rating algorithm.
Qualitative information is collected by way of in-person, digital and phone due diligence conferences to judge every advisor. This consists of consumer impression, business expertise, evaluate of finest practices and compliance information, and agency nominations. Quantitative information can also be collected together with belongings underneath administration and income generated.
The Course of
As a part of the appliance course of, our advisors’ data is submitted into the SHOOK system. Our advisors periodically evaluate and replace the knowledge within the database, and SHOOK makes use of this data to pick out its nominees every year.
The next describes the necessities and metrics used of their rating algorithm:
Fundamental Necessities for Prime Girls Wealth Advisors
- 7 years as an advisor
- Minimal 1 yr at present agency, with exceptions resembling acquisitions
- Advisor should be really helpful, and nominated, by their agency
- Completion of a web-based survey
- Enterprise that’s performed with people is evaluated
- Acceptable compliance report
Quantitative Metrics
- Weightings assigned for each income and manufacturing information
- Property underneath administration—and high quality of these belongings—each custodied and a scrutinized have a look at belongings held away
- Consumer-related information, resembling retention
- Portfolio efficiency shouldn’t be an element
Qualitative Metrics
- Phone, digital and in-person conferences with advisors
- Compliance information and U4s
- SHOOK measures consumer “impression,” a proprietary indicator that measures distinction advisors make within the lives of their purchasers
- Advisors that present a full consumer expertise together with service mannequin, investing course of, charge construction, breadth of companies
- Credentials (years of service can function proxy)
- Use of staff and staff dynamics
- Neighborhood involvement
- Discussions with administration, friends, competing friends
- Phone, digital and in-person conferences
- Rating Algorithm
As described on their web sitethe algorithm is designed to pretty examine the enterprise practices of a big group of advisors primarily based on quantitative and qualitative components. Knowledge are weighted to make sure priorities are given to dynamics resembling most popular “finest practices,” enterprise fashions, latest enterprise exercise, and many others. Every variable is graded and represents a sure worth for every measured element. This information is fed into an algorithm that measures 1000’s of advisors towards one another.
For all the particulars on the methodology utilized by SHOOK Analysis, click on right here.
Untapping Wealth Potential: Aligning Cash with Which means
It’s really an honor to be acknowledged by Forbes. As a registered funding advisor (RIA) that operates as a fiduciary, it’s our purchasers’ opinions that really matter. Try our Google Evaluations to examine our purchasers’ experiences, in their very own phrases. Our mission is to not solely assist folks untap their potential for wealth, however their potential for dwelling. And once we’ve completed that, that’s the mark of actual success!
*Please see vital rating disclosure data right here and vital testimonial disclosure data right here.