Mar 15, 20212 min
Marlborough, MA — February 11, 2021 – Brendan Sheehan, MSFP, CFP® of Waymark Wealth Management was recently ranked No. 99 in Massachusetts in the 2021 Best-In-State Wealth Advisors list published by Forbes.
According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.
“On behalf of LPL Financial, we congratulate Brendan for being recognized on this year’s Forbes Best-in-State Wealth Advisors list. This past year has demonstrated that strong financial advice cannot be underestimated, and that personalized financial advice is critical in helping clients work toward achieving their short and long-term financial goals,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “We applaud Brendan for continuing to raise the bar in our industry and demonstrate the value of the independent model in creating meaningful and long-lasting investor-advisor relationships.”
Brendan Sheehan, MSFP, CFP® is based in Marlborough, Massachusetts and provides a full range of financial services, including retirement planning, behavioral finance, investment portfolio construction, education funding, insurance and risk management, taxes, charitable giving, and estate planning.
Sheehan is an independent advisor affiliated with LPL Financial, the nation’s largest independent broker-dealer* and a leader in the retail financial advice market, providing resources, tools, and technology that support advisors in their work to enrich their clients’ financial lives.
Waymark Wealth Management, based in Marlborough, MA, provides financial services such as comprehensive wealth management, retirement planning, behavioral finance, investment portfolio construction, education funding, insurance and risk management, tax planning strategies, charitable giving, and estate planning strategies. They are able to take clients' complex visions and distill them down to simple action plans, helping them move from where they are today to where they want to be tomorrow.
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Based on total revenues, Financial Planning magazine, June 1996-2020
LPL Financial, Forbes magazine and Waymark Wealth Management are all separate entities. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and 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. Portfolio pe,rformance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC