Joe Burgess honored in AdvisorHub’s 100 Fast-Growing Advisors to Watch list
MINNEAPOLIS — June 20, 2024 — Joe Burgess, CFP®, CAP®, AIF®, co-founder and president at North Star affiliate firm Moxie Wealth Management, was today recognized as a 100 Fast-Growing Advisor to Watch by AdvisorHub for the second year in a row.
This annual list features the top 100 financial professionals across the nation who lead practices devoted to offering a high level of service, dedication and innovative financial solutions to their clients.
“I am truly honored to be included on the list of 100 advisors to watch,” said Burgess. “The growth of my practice and our firm is the result of our strong teaming culture at Moxie, which expands our capacity while allowing us to maintain a high level of service.”
Burgess began his career with North Star in 1996 and co-founded Moxie alongside Kristin Printon, AIF®, WMCP® in 2015. The team is comprised of several specialists and experts who provide holistic, trusted financial advice to clients across the nation, and includes Amanda Charles, CSLP®, who joined Moxie in 2023.
“This recognition confirms the value we are providing our clients, through comprehensive advice and effective planning execution,” continued Burgess. “The Moxie team will continue to strategically grow to elevate the experience and outcomes for our clients.”
The AdvisorHub 100 Fast-Growing Advisors to Watch rankings were determined based on each advisor’s score in three categories related to their financial practice: scale, growth and professionalism. Scale represents the size and profitability of the advisor’s business, with growth and professionalism representing business growth and the advisor’s regulatory record and community involvement, respectively.
To learn more about AdvisorHub’s 100 Fast-Growing Advisors to Watch list or to view the rankings, visit www.advisorhub.com/advisors-to-watch-fastest-growing-2024.
About AdvisorHub
AdvisorHub aims to be the financial advisors’ advocate and voice, by providing a definitive source for breaking news, relevant products and services, critical compensation data, and a safe forum to share best practices and growth strategies. To learn more about AdvisorHub, visit www.advisorhub.com.
About North Star Resource Group
North Star Resource Group is a Minneapolis-based financial services firm that provides both individuals and businesses with the resources to help create, preserve and protect their wealth. North Star has more than 192 full-time advisors and over 178 employees. In a network of 42 offices in over 20 states, they have contributed to the financial security and well-being of over 140,000 individuals and small businesses**. To learn more about North Star Resource Group, visit www.northstarfinancial.com.
**Data as of December 2023
###
Author: Joe Burgess, CFP®, CAP®, AIF®
Joe is a founding partner of Moxie Wealth Management, founded in 2015 in Minneapolis. Visit the Moxie Wealth Management website to learn more about Joe and his team.
Joe Burgess is a registered representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
2024 Advisors to Watch issued by AdvisorHub. Requirements at least $150m in AUM, 7 years experience, 2 years at current firm and in good standing, clean regulatory record (2 or fewer complaints and no significant judgements). Methodology, advisors are ranked on a 100-pt scale in three categories. SCALE: relative size of assets, production and quality of service; GROWTH: relative year-over-year change in assets, clients and production; PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.