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 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.
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."