Cheryl Holland Named To Top 100 Wealth Advisors’ List

Cheryl Holland of Abacus Planning Group has been named to the Top Advisors list in the October issue of Worth Magazine. This list is the culmination of a year of extensive research by Worth’s editorial staff. The editors reviewed hundreds of nominations by readers, as well those provided by executives at private banks, wealth management and investment firms and industry associations.

Worth’s editors only considered wealth advisors with at least 10 years of experience and those who have proved to be capable of managing accounts of at least $10 million—although most of the advisors on the list have clients worth many times that amount.

Nominated advisors responded to an extensive survey in which they listed their educational credentials, compensation structure, client retention rate, outlook on the investment climate and model portfolio returns. Those selected for the list devised and executed the most innovative yet appropriate solutions to their clients’ complex financial problems.

“Our goal is to identify those who posses the superior qualities that define a top wealth advisor: vigilance, expertise and the ability to communicate honestly and frankly with clients,” explained Worth Editor-in-Chief Dwight Cass.

Worth magazine

Worth is the only magazine devoted exclusively to the best interests and unique challenges of readers who possess substantial wealth. Each issue offers astute and unbiased reports on such complex subjects as estate planning, private banking, philanthropy, trusts, entrepreneurship, and investment opportunities – topics crucial to the continued well-being of affluent families and individuals