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Capital River Wealth Management in the News

We’re Top Ranked by Forbes

Dan Schiffman Named 2023 Top Financial Security Professional by Forbes

In July 2023, for a second time, Dan Schiffman was named to the 2023 list of Top Financial Security Professionals and placed in the “Best in State” category for Maryland. Each advisor on this list—selected by SHOOK Research—was subjected to a rigorous vetting process and was chosen based on an algorithm of qualitative and quantitative criteria including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. To learn more about this honor and to read the full article, click here.

Forbes Best-In-State Top Financial Security Profressionals 2023

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.

Published Articles

Over the years, Dan has had the privilege of speaking to several publications about his experience as a Wealth Management Advisor. Click below to see Dan featured in several recent articles.

  • Table of Experts, Wealth Management, click here. Baltimore Business Journal, September 21-27, 2018
  • Is long-term care a big risk to retirement?, click here. The Daily Record, October 2, 2015.
  • Paying for College Doesn't Have to Hurt Your Retirement Plans, click here. Baltimore Business Journal, May 21, 2015.
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