By Adam Brooks, CFP®
“The reward for work well done is the opportunity to do more.” — Jonas Salk
Not everyone gets recognized for their hard work. But if you’re working for the right reasons, recognition isn’t the goal—the work itself is its own reward. When that recognition comes, it can be a welcome surprise and provide the impetus to continue moving forward in doing good work. With that being said, it is with great honor and humility that we share our inclusion in the Forbes Best-In-State Wealth Advisors list for 2022.
How We Got There
First and foremost, we would like to express our appreciation to our long-standing clients who have trusted us with handling one of their most precious resources, their finances. We wouldn’t be able to do the excellent work we do and be awarded this honor if our clients did not also value our work.
So, how did we get included on this distinguished list? Forbes and SHOOK® Research conducts a lengthy and extensive process (you can read more about their process here), which involves being nominated, completing a survey, then participating in a series of phone, in-person, and virtual interviews. The criteria they look at to determine an advisor’s eligibility and ranking are more than just assets under management. While that is a small piece of the pie, their methodology includes quantitative as well as qualitative factors.
Our Commitment to the Community
We believe one of the main factors that helped us stand out from all the other reputable advisors is the impact we have on our clients through the work we do, as well as our involvement with and contributions to the community. This involvement likely led to our high ranking of 13th out of 110 advisors included on the list for the state of Arizona.
This may come as no surprise to those clients who have been with us for some time and know that community involvement and charity are simply part of our culture here at ABLE Financial Group. Some ways we participate in giving back to the community include:
- Encouraging all team members to either donate to causes they care about or volunteer with organizations that support our community by offering a company match for both dollar and time contributions made by our team.
- Starting and funding the ABLE Financial Group Philanthropy Fund, which makes donations to help increase financial literacy.
- Consistently supporting many local charities within our community.
- Working directly with nonprofits to help them manage their operating reserves or investment accounts, such as endowments.
- Helping organizations with their Investment Policy Statements, as well as their Planned Giving strategies.
We enjoy being a very small part of the great work many of our non-profits do for our community by making sure their resources are managed appropriately.
Our Commitment to You
We are humbled to be included in such a prestigious group of professionals and don’t take this recognition lightly. We wouldn’t be here if it wasn’t for our clients, and we hope this award is a reflection of our commitment and dedication to always putting our clients and community first.
Our mission at ABLE Financial Group is to earn our clients’ trust every day by fully understanding their personal and financial goals, giving objective advice, utilizing appropriate investments, and offering unparalleled service in a comprehensive and timely fashion.
To learn more about our team and the ways we can help guide you, call 480.258.6108 or email [email protected] today.
About Adam
Adam Brooks is Managing Director at ABLE Financial Group, a financial services practice that focuses on transition planning and simplifying the complexities of their client’s wealth. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Adam has been guiding individuals, businesses, and non-profit organizations toward their financial goals since 1993. Co-founding ABLE Financial Group in 2006, Adam oversees the practice, working with business owner clients, primarily focusing on succession planning and mergers and acquisitions (M&As).
Adam obtained degrees in finance and accounting from the University of Arizona and holds the CFP® certification. Adam was recognized as one of Barron’s Top 1,200 Financial Advisors in 2021 and 2022 and was named a 2022 Forbes Best-in-State Wealth Advisor. Outside of his work as a financial advisor, Adam has taught a variety of courses at surrounding community colleges, including Successful Money Management Seminars and Rich Dad’s CashFlow courses. Adam also previously hosted a radio show called The Truth About Money.
When not serving his clients, Adam actively serves his community in a variety of leadership positions. In 2011, Adam and co-founder Lee began funding the ABLE Financial Group Philanthropic Fund at the Jewish Community Foundation, allowing them to support some of their favorite organizations and causes today and into the future. Adam lives in Scottsdale with his wife, Cindy, their three sons, Jordan, Dylan, and Cameron, and their two dogs, Nelson and Sunny. Adam is active in his children’s lives, an avid cyclist, and enjoys local hikes with his family. To learn more about Adam, connect with him on LinkedIn.
