Kingsview Partners Advisor Ranked Best In State Wealth Advisor By Forbes

Kingsview Partners Advisor Ranked Best In State Wealth Advisor By Forbes

Buff Dormeier, Chief Technical Analyst and Portfolio Manager of Kingsview Partners in Fort Wayne, IN has been recognized as a 2020 Best in State Wealth Advisor by Forbes.

Dormeier, a CMT as well as the winner of the 2007 Charles H. Dow Award* for technical analysis and The Technical Analyst 2013 Book of the Year author, is the lead advisor of Kingsview Partners’ Fort Wayne office.

“It is an honor to be named a Forbes Best-In-State Wealth Advisor again” Dormeier said. “Our team strives for a higher standard of care enabling our clients to effectively stage the growing complexities associated with wealth. And to be named a Forbes Best-In-State Wealth Advisor for yet another year is a testament first to the meaningful relationships we have been blessed to share with our elite clientele as well as the depth of talent, integrity and experience shared amongst our team members Don Dormeier, Laura Rowe and Tia Runyan”

Kingsview Partners Fort Wayne provides comprehensive wealth management services and state of the art portfolio management to affluent and institutional clientele. As financial advisors their mission is to guide clients toward building and protecting wealth by creating income plans for life and legacies for beyond.

Media inquiries please contact Tia Runyan, Client Associate at (260) 264-0099 or
fortwayne@kingsview.com.

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 performance 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.

*The Charles H. Dow Award was not based on investment performance, but rather to highlight outstanding research in technical analysis.