Forbes Disclosure

Third-party rankings and recognitions from rating services do not guarantee future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. Please contact the adviser for more information regarding how these ratings were formulated.

Margaux Fiori was awarded the Forbes ranking of America’s Top Women Wealth Advisors in 2020 and 2021. Margaux was also awarded Forbes Top Women Best-In-State Wealth advisors in 2021, 2022 and 2024. She was also Forbes Best-In-State Wealth advisors in 2022.

Forbes ranking America’s Top Women Wealth Advisors 2020 (AWARDED MAY 2020)developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of April 2020): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. FFG Partners, LLC DBA Fiori Financial Group is not affiliated with Forbes or Shook Research, LLC.  Please visit https://www.forbes.com/top-women-advisors  for more information. 

Forbes ranking America’s Top Women Wealth Advisors 2021 (AWARDED MAR 2021) Data provided by SHOOK® Research, LLC — Data based on time period 9/30/19 – 9/30/20. The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. FFG Partners, LLC DBA Fiori Financial Group is not affiliated with Forbes or Shook Research, LLC.  Please visit https://www.forbes.com/top-women-advisors  for more information.

2021 Forbes Top Women Best-In-State Wealth Advisors: Data provided by SHOOK® Research, LLC — Data based on time period 9/30/19 – 9/30/20. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. FFG Partners, LLC DBA Fiori Financial Group nor any of its Investment adviser representatives pay a fee in exchange for this award/rating. FFG Partners LLC DBA Fiori Financial Group  is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

2022 Forbes Best-In-State Wealth Advisors (AWARDED APR 2022) Data provided by SHOOK® Research, LLC — Data based on time period 6/30/20 – 6/30/21. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. FFG Partners, LLC DBA Fiori Financial Group nor any of its Investment adviser representatives pay a fee in exchange for this award/rating. FFG Partners LLC DBA Fiori Financial Group  is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

2022 Forbes Top Women Best-In-State Wealth Advisors (AWARDED APR 2022) Data provided by SHOOK® Research, LLC — Data based on time period 6/30/20 – 6/30/21. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. FFG Partners, LLC DBA Fiori Financial Group nor any of its Investment adviser representatives pay a fee in exchange for this award/rating. FFG Partners LLC DBA Fiori Financial Group  is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

2024 Forbes Top Women Best-In-State Wealth Advisors (AWARDED FEB 2024) Data provided by SHOOK® Research, LLC — Data based on time period 9/30/22 – 9/30/23. America’s Top Women 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, review of best practices and compliance records, firm nominations; and quantitative criteria, including: 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. Third-party rankings from rating services and publications do not guarantee future investment success. The Forbes/SHOOK rating is based in part on information provided by the advisor. Please contact the advisor for more information regarding how these ratings were formulated and/or visit Methodology: America’s Top Women Wealth Advisors 2024 (forbes.com).