Affirm Wealth Advisors Recognized as a Best-in-State Wealth Management Team by Forbes
Affirm Wealth Advisors was named to the list of “Best-in-State Wealth Management Teams” published by Forbes.
Peoria/Tucson/Sierra Vista, Arizona – January 27, 2025 – Affirm Wealth Advisors, a private wealth advisory practice with
Ameriprise Financial in Peoria, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes.
The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards,
professionalism, and success in the business.
The rankings are based on data provided by thousands of the nation's most productive advisors and their teams. Affirm
Wealth Advisors was chosen based on assets under management, industry experience, compliance record and best
practices in their practice and approach to working with clients.
Affirm Wealth Advisors is led by Matt MacLean, CFP®, ChFC®, CRPC™, CKA®. The team also includes private wealth
advisors Stephen Harnden and Michael Gombrich and financial advisors Garrett Smith, Scarlet Filmore, Theodore Risen,
John Snyder, Thomas Gerboth, and Steven Berryman and associate financial advisor Adriana Perez.
Affirm Wealth Advisors provides financial advice that is anchored in a solid understanding of client needs and
expectations and provided in one-on-one relationships with their clients. For more information, please contact Nicole Di
Modica at 623.972.3133 or affirmwealthadvisors@ampf.com.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130
years1. With extensive investment advice, asset management and insurance capabilities and a nationwide network of
approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and
institutional investors' financial needs. For more information, visit ameriprise.com.
Visit forbes.com for additional information about Forbes.
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1Company founded June 29, 1894.
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-
person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and
compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their
firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors
rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for
each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or
representative of any one client's experience and are based on data from the previous two calendar years. Forbes
magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For
more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED
FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United
States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification
requirements.
Ameriprise Financial is not affiliated with any religion or faith-based financial advisor organization.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or
guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in
value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered
investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.