Voyage in the News

Be sure to check out the Our Insights page for additional articles insights related to finances investing.

The Forbes Best-In-State Financial Security Professional, the Forbes America’s Top Financial Security Professional, the Forbes Best-In-State Wealth Advisors, and Forbes Best-In-State Wealth Management Team rankings were developed by SHOOK Research.

The Forbes Best-In-State Financial Security Professional was issued based off reported data as of December 31st in that calendar year.

The Forbes Best-In-State Wealth Advisor ranking was issued based off reported data as of June 30th in that calendar year.

The Forbes Best-In-State Wealth Management Team was issued based off reported data as of December 31st in that calendar year.

These rankings are based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee from OnePoint BFG Wealth Partners or Voyage Wealth Architects in exchange for these rankings.

Twin Cities Business Magazine's Notable Wealth Managers 2025 To qualify for this list, individuals must have at least five years of experience in their field and have shown the ability to effect change in their roles or areas of practice. Their profiles were drawn from nomination materials. This list is not comprehensive; it includes only people who were nominated and accepted after editorial review. The individuals featured did not pay to be included. Rankings and ratings are no guarantee of future success.