Marshall Gifford included on Minnesota’s Best-In-State Wealth Advisors list by Forbes/SHOOK for second consecutive year
MINNEAPOLIS—April 8, 2025—Marshall Gifford, CLU®, ChFC®, CLTC, founder and senior partner at Gifford Financial, The MD & DDS Specialists, a division of North Star Resource Group, was announced today as a Forbes/SHOOK Best-In-State Wealth Advisor for the second consecutive year, after previously making their Best-In-State Wealth Advisors list in 2024 and Top Financial Security Professionals list in 2023 and 2024.
With over 8,500 advisors on the Forbes/SHOOK Best-In-State Wealth Advisors national list, Gifford is ranked #50 in the state of Minnesota, with $680 million in team assets.
“I’m honored to have placed on this list,” Gifford said. “I think it is a testament to our relentless long-term focus on helping our clients think about and prepare for the worst while at the same time planning to live the best life they can with the money they have.”
Each advisor on the list is chosen based on an algorithm of qualitative criteria learned through telephone and virtual or in-person interviews, along with quantitative data, such as revenue trends and assets under management. It also weighs factors such as service models, compliance records and industry experience.
“Marshall Gifford is one of the finest advisors in our profession,” stated Ed Deutschlander, CLU®, CLF®, CEO of North Star. “His commitment to not only serving his clients but also his incredible focus on his community and firm puts Marshall in a special class very few advisors ever occupy. We are honored to have Marshall as part of the North Star family and join his clients in celebrating his success. The clients of our advisors are the real winners as they have the very finest helping them start and stay the course to financial security.”
Gifford is a published author of several books and is a frequent public speaker, focusing on financial topics for residents, fellows and students at institutions around the nation. He also leads a team of advisors and administrative team members at Gifford Financial as they help clients reach their financial goals and plan for the future.
To learn more about Gifford, visit www.northstarfinancial.com/advisors/marshall-gifford.
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 207 full-time advisors and over 202 employees. In a network of 37 offices in over 21 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.
**Data as of December 2024
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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.
Marshall Gifford & Ed Deutschlander are Registered Representatives offering securities through Cetera Wealth Services, 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.
The Forbes: America’s Top Financial Security Professionals Award, 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 SHOOK™ 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.
Data as of 6/30/24. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.