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Eagle Wealth Strategies named to Forbes 2018 Best-In-State Wealth Advisors


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Paul J. Tully, CFP®, RICP® was one of two people affiliated with Raymond James in New Jersey to be announced in Forbes 2018 Top State by State Advisors' List. There were a total of 500 advisors named throughout the US and we are honored to be a part of this respected group. We owe any recognition that we get to the trust and loyalty of our clients who continue to place their confidence in us and help us qualify for consideration for these awards. We will continue to strive for the highest level of excellence in our industry and are committed to expertly serving our clientele as we help them achieve their financial goals.


The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and in person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of 9/30/2017) : (21,138) Advisor nominations were received, based on thresholds. (5089) Advisors were invited to complete the online survey. (5264) Advisors were interviewed by telephone. (1157) Advisors were interviewed in-person at the Advisors' location. Final list of the top (Insert total amount) Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.