(March 28, 2018) Sunrise Advisors was recently recognized as one of the best wealth advisors in Overland Park, Leawood, and Kansas City by AdvisoryHQ, an independent research organization. The firm was selected as one of the “10 Best Financial Advisors” in the area after the research organization’s objective analysis.
“We feel privileged to again be honored as one of the city’s best wealth advisors,” said Sam Scott, President. “It makes it even more meaningful that the advisory firms were not able to influence the rankings in any way. With too many rankings or reviews based on a single metric (like firm size) instead of a meaningful representation of the quality of service, AdvisoryHQ’s process is importantly unbiased, objective, and consumer-centric”.
According to AdvisoryHQ’s website, their goal was “to generate a more reflective award ranking of the top advisors and investment managers [in Kansas City]. AdvisoryHQ went beyond just analyzing AUM, revenue, and the size of an advisory firm. AdvisoryHQ developed a breakthrough ‘Top-Down Advisor Selection Methodology’ that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience”.
To explore the services of Sunrise Advisors or to set up an introductory meeting, please contact us at (913) 681-0215 or firstname.lastname@example.org.