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Forbes Best-in-State Wealth Advisors 2018, 2019, 2020, 2021, 2022, 2023, 2024

  Greg Coghlan named to Forbes Best-in-State Wealth Advisors Ranking.*

To find out more about this distinction, click here  


*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.



Christie | Coghlan is an independent financial practice offering customized investment planning and investment solutions for individuals, retirement plans, family trusts, and institutions. We believe successful investing is a result of having a sound strategy that allows for capital appreciation in positive market trends and seeks to preserve wealth during unfavorable periods. We use a combination of both technical and fundamental research in an effort to manage risk. Warren Buffet has famously remarked that his two rules on investing are: #1. Don’t lose money and #2. Never forget Rule #1. We agree with Mr. Buffet's statement and live by its virtue.






Coghlan & Associates

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