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Wales named to “Best-In-State Wealth Advisor” list by Forbes

Summary by Moody on the Market
Dana Wales, CFP®, a private wealth advisor with Wales Wealth Management Group in St. Joseph, was named to the 2025 list of “Best-in-State Wealth Advisors” published by Forbes. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism, and success in the business. This is his fourth consecutive year being named on the list. The rankings are based on data provided by thousands of the nation’s mo…
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Moody on the Market broke the news in on Thursday, April 24, 2025.
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