Joey Snyder earns repeat recognition on Forbes’ 2026 Top Financial Security Professionals Best-In-State list
RICHMOND, Va.—July 9, 2026—Joey Snyder, WMCP®, has once again been named to the Forbes/SHOOK Research 2026 Top Financial Security Professionals Best-In-State list. Ranked No. 30 in Virginia—up from No. 32 in 2025—Snyder was recognized for continued excellence in helping clients navigate important financial decisions and pursue their long-term goals.
The Top Financial Security Professionals annual ranking spotlights leading financial professionals across the country who demonstrate exceptional service and a steadfast commitment to helping clients pursue financial security.
“I could not be more grateful. To be recognized for this award for a second year is amazing. Again, this is all because of my amazing clients and their families,” said Snyder. “My team and I will continue to improve and build our practice to better serve new and existing clients as we grow together and do our best to live true to the recognition of this award.”
Since becoming an advisor in North Star’s Richmond office in 2011, Snyder has cultivated a diverse client base of medical professionals, dentists and attorneys who seek personalized financial solutions and education. He also serves as a mentor and coach to junior advisors in his office, and he is the current president of the North Star Medical Division.
The Forbes ranking evaluates financial professionals using a combination of qualitative and quantitative elements in a survey conducted by SHOOK Research. Qualitative elements that SHOOK analyzed included production/premiums, death benefits, assets under management, client-related trends and data. Additionally, they also analyzed quantitative elements such as meetings with professionals, use of their team and team dynamics, level of community involvement, credentials and years of service.
To learn more about Forbes’ Top Financial Security Professionals list or to view the rankings on a national and state level, please visit www.forbes.com/lists/top-financial-security-professionals.
About Forbes and SHOOK Research
Forbes boasts 6 million readers and 116 million unique monthly visitors who rely on their research and content to plan their financial futures. SHOOK does not receive a fee in exchange for rankings.
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 200 full-time advisors and over 218 employees. In a network of 43 offices in over 17 states, they have contributed to the financial security and well-being of over 150,000 individuals and small businesses.* To learn more about North Star Resource Group, visit www.northstarfinancial.com.
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If you would like more information about this topic, please call Ian Rich at 612.617.6076 or email him at ian.rich@northstarfinancial.com.
Author: Joey Snyder, WMCP®, ChFC®
Growing up in a lower-income home, creating a strategy for retirement was never a priority or even a topic. Through his life experiences, he realized the importance of creating a financial game plan. When it came time to start managing his own finances, that passion resulted in helping others work toward true financial success. Early on in his practice, he learned many people grew up like he did, and now they were earning large incomes as physicians, dentists, and business owners. Their confusion and lack of education about finances brought more expensive consequences. He took a lesson from his client’s playbook and built a specialized practice of his own. Through the years, Joey has developed a national financial planning practice working exclusively with medical professionals, business owners, and other high-net-worth clients, and he is currently licensed in over 40 states. Joey is a lead producer for the Guaranteed Standard Issue (GSI) Plan Program at Virginia Commonwealth University Medical, which allows all VCU residents/fellows to obtain coverage with no underwriting. He is also a lead producer for the Simplified Underwriting Program at Virginia Maryland College of Veterinary Medicine.
*Data as of 12/2025
2026 Forbes Best-In-State Financial Security Professionals, developed by SHOOK Research, is based on last year’s data. The algorithm is designed to fairly compare the business practices of a large group of financial service professionals (FSPs) based on quantitative and qualitative elements. Data is weighted to ensure priorities are given to dynamics such as best practices, business models, recent business activity, among others. Each variable is graded and represents a certain value for each measured component. The algorithm measures thousands of FSPs against one another. The listing is prepared by SHOOKTM Research and is based primarily on commissions and premiums generated from insurance products and other criteria relative to years of experience, credentials, client retention and servicing, business model, community involvement, financial professional and peer interviews, and compliance background. 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.