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We’re Top Ranked by Forbes

Dan Schiffman Named 2024 Top Financial Security Professional by Forbes

Our team is extremely excited to share that Dan Schiffman has been named a Top Financial Security Professional by Forbes. He was featured in their recently published Best-In-State list for Maryland, marking the third consecutive year on the list after being named in 2022 and 2023. Each advisor on this list—selected by SHOOK Research—was subjected to a rigorous vetting process and was chosen based on several qualitative and quantitative criteria including in-person interviews, industry experience, compliance records, and assets under management.

Forbes Best-In-State Top Financial Security Professionals 2024

Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

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Dan Schiffman Celebrated 25 Years in Business

Our founder at Capital River Wealth Management, Dan Schiffman, is celebrating his 25th year in business! Dan stated that “he is so thankful to our clients who have placed their trust in us over the years and the incredibly talented team that we’ve built. Twenty-five years ago he could never have imagined how deep and enduring these relationships would become and is filled with gratitude for all of the people that he has had the pleasure of meeting and working with. We’re looking forward to what lies ahead."