News & Articles

Perspective. Discipline. Stewardship.

01/01/2018

Insight Wealth Partners is proud to announce that David Dryden CFP®, ChFC™, MS has been named as a Forbes 2018 Best-In-State Wealth Advisor. Forbes extensively evaluates each of the submissions by using a complex algorithm and conducting personal interviews with the top candidates. Forbes analyzes basic requirements, such as industry experience and an online survey; quantitative data, such as client retention and assets under management; and qualitative information, such as community involvement, compliance records, and revenue trends. Dryden was chosen as one of the 126 advisors in Texas, and IWP is honored that his accomplishments are recognized by such a prestigious award.

Insight Wealth Partners, LLC., Retirement Planning Service, Plano, TX