Investopedia 100 Top Financial Advisors of 2022

Why a Roth Conversion Could Be Right for you at Any AgeAllison Berger, CFP® and Chad Smith, CFP® were both selected as one of Investopedia’s 100 Top Financial Advisors of 2022. They are two of the five financial advisors on this list from North Carolina.

Allison Berger, CFP® says “I’m honored to be recognized in this year’s list and included among so many respected peers in the industry.  It is especially meaningful to me since Investopedia emphasizes financial literacy in their methodology.  Empowering people to take control of their financial lives and build financial security is one of my true passions.  Whether that is through our work with clients, educational initiatives on our blog and podcast, or through community outreach programs like our partnership with 3rd Decade and NAPFA involvement, it is always a rewarding experience.  We are fortunate for the support of our amazing team at Financial Symmetry who share our vision to make it possible.”

Chad Smith, CFP® says “We are fortunate we get to work with a team that’s hyper-focused on how best to serve our clients at Financial Symmetry. We’re also lucky to learn and grow from many relationships with other fantastic advisors across our industry that nominated us as top advisors. It’s a great reminder that putting our clients first, is an incredibly motivating and fulfilling way to enhance their today and enrich their tomorrows.”

Chad was also selected in Investopedia’s 100 Top Financial Advisors of 2020 and 2021, and you can view the video here.


Top Advisor Contributions

Investopedia states that the list celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.


About the Methodology

Investopedia states that ‘the annual Investopedia 100 list honors financial advisors who have demonstrated top-of-the-industry skills in the following critical areas.

  1. Reach: defined as digital presence across their own websites, social media, and other media platforms such as video and podcasts.
  2. Community support: measured through peer nominations by industry professionals outside of their own firms.
  3. Commitment to financial literacy: measured by the advisor’s participation in workshops, programs, nonprofits or collaboration with others in the community to spread financial education to those who need it most, as well as the creation of accessible content.

All three factors weighed heavily in the 2022 Investopedia 100 methodology. Applications were checked for accuracy and quality, and final scores were tabulated according to weights designated for each of the criteria above. Investopedia receives no compensation from placing advisors on our list, nor does an advisor’s appearance on our list constitute an individual endorsement by Investopedia of such advisor.’

You can read more by clicking here.

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