2023 Best-in-State Wealth Advisors, By Forbes

Stephens Wealth Management is a 2023 Forbes Top Wealth Advisor.

Sherri Stephens, President and CEO of Stephens Wealth Management Group (SWMG) has been named to Forbes Top Best-in-State Wealth Advisors 2023 for the fifth year in a row.


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Sherri Stephens

President & CEO

”With so many changes in the industry, our move to become a fully independent RIA, and global events that have led to continued volatility in the market, I’m proud of the way the SWMG team partners with clients to help them achieve their most important goals. It is an honor to be in a position where we can make a difference in the lives of so many, and we simply never take it or our clients for granted”

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