Local firm recognized by Forbes as Best-In-State Advisors
Published 8:00 pm Friday, November 8, 2024
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Shannon Steensma, CFP, partner at Fountain Wealth Advisors, has been named as a Forbes’ Best-in-State Top Financial Security Professional. Fountain Wealth Advisors is a local wealth management firm affiliated with Northwestern Mutual that specializes in working with families achieving financial security and wealth management.
“My colleagues at Fountain Wealth Advisors are some of the best, and their hard work has led to Forbes recognizing me as one of the top financial security professionals in Minnesota,” Steensma said. “Without the support of my business partner Tom Sheely, and the operations support of Matthew Wood, this wouldn’t have been possible. We are fortunate to be blessed with amazing clients that trust us and value our advice.”
These Forbes lists recognize top-performing financial advisors — at both the national level and by state — who excel at providing holistic financial planning, focusing on risk mitigation, wealth management and a personal planning experience. Honorees are selected using a broad set of criteria that includes production and premiums, assets under management, client retention rates and exhibition of best practices.
Learn more about Fountain Wealth Advisors by visiting Fountainwealthadvisors.com, their office located at 206 N. Broadway, or calling them at 507-377-1686.