Growing his team, his services and his clients: Joe Burgess becomes a fastest growing financial advisor in the nation
MINNEAPOLIS — June 27, 2023 — Joe Burgess, CFP®, CAP®, AIF®, co-founder and president of Moxie Wealth Management, was announced today as one of the nation’s fastest growing practices and an Advisor to Watch by AdvisorHub.
This exclusive list recognizes advisors who are winning new clients, increasing assets and boosting production. Burgess’s impressive standing among these top advisors showcases his unwavering commitment to excellence and sets him apart as a trailblazer in the field.
Burgess and Moxie Vice President Kristin Brandli Printon, AIF®, WCMP® launched Moxie Wealth Management in 2015 to help clients identify what a life of intention looks like for them, then create a financial plan that helps them achieve it.
“Moxie was founded on the mission to better the lives of our clients,” says Burgess. “As a firm, we share a passion for uncovering the future you want to create and utilizing that as our end goal for developing your comprehensive financial strategy.”
While both Burgess and Printon both managed practices prior to 2015, since launching Moxie as boutique, full-service wealth management team, they and their clients have experienced significant growth, as recognized in publications such as Twin Cities Business and Finance & Commerce.
As Moxie expands, both in number of households and increasing financial complexity for their top clients, the team is committed to developing a team to support these growing needs.
“I am on-call for my clients when anything of note—big or small—happens in their life or business,” says Burgess. “To provide this level of services, I need to limit the number of client relationships I have, and that’s where growing the team comes in.”
In 2023, Moxie added Amanda Charles to the team as an associate wealth advisor, helping to support clients and needs at every phase in the financial lifecycle, and Burgess and Printon have plans to continue to develop emerging advisors to build continuation of service for generations.
“We are looking forward to continuing to scale this Moxie system to serve more clients and serve them better,” says Burgess. “This recognition from AdvisorHub is a huge honor, and as we approach 10 years as a firm, the team here at Moxie can only build on this momentum.”
The most recent recognition from AdvisorHub ranks Burgess within the top 100 fast growing practices in the United States, based on three key criteria: the scale of his practice, encompassing assets, production, and service quality; the remarkable growth of his practice, evidenced by year over year increases in assets, households, and production; and the professionalism of his practice, evaluated through regulatory records, community service, and team diversity.
Additionally, nominees are required to have a minimum of seven years of experience along with a $100m minimum AUM and a clean regulatory record. They are then ranked using data on their assets, households, and production to determine their standings in the above three criteria (and their overall ranking on the list). 374 firms were nominated for the 2023 list, which is double the number of nominees from the year prior.
To learn more about the 200 Fast Growing Advisors to Watch list or to view the entire rankings, please visit https://www.advisorhub.com/advisors-to-watch-fastest-growing-2023/.
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. In addition to investigative journalism and sophisticated commentary on the wealth management industry, they provide recruiting deals and compensation information crucial to advisors’ business and careers. With a team led by a former Advisor, industry CEO and thought leader, AdvisorHub produces content that is of great value to this coveted, loyal audience. To learn more about AdvisorHub, visit https://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 160 full-time advisors and over 165 employees. In a network of 41 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 2021
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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.
The 2023 AdvisorHub “Advisors to Watch” award was announced in June 2023. Data as of 12/31/2021 and 12/31/2022 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, community involvement. Criteria considered included: assets under management, production/revenue, team size, regulatory record, community service, and team diversity. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
Joe, Kristin and Amanda are investment advisor representatives of Cetera Advisor Networks, LLC. Securities offered 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.