Stordahl Capital Management Selected for Financial Advisor’s 2020 RIA List
PRESS RELEASE
GREENWOOD VILLAGE, Colorado—Stordahl Capital Management is pleased to announce that it has been selected for Financial Advisor magazine’s 2020 survey and ranking of Registered Investment Advisory firms.
The 2020 RIA Ranking included 715 advisory firms, including Stordahl Capital Management. To be eligible, participating firms must:
Be a Registered Investment Advisor with the U.S. Securities and Exchange Commission
Provide financial planning and related services to individual clients (as opposed to institutions)
At $355.42 million in assets under management at year-end 2019, Stordahl Capital Management had experienced 25.22% growth over the year.
“We are proud to be included in the annual survey and ranking,” said Bill Stordahl, CFP®, the firm’s founder, managing director, and senior advisor. “We think the Financial Advisor list can provide a starting point for people seeking financial planning. RIAs must be fiduciaries by law, so individuals know that the firms on the Financial Advisor list put clients’ best interests first. We think that’s essential.”
Stordahl added that individuals could then research a firm to determine whether its services are a good fit for their needs.
Founded in 2009, Stordahl Capital Management is an independent Registered Investment Advisor providing comprehensive financial planning to pre-retirees and retirees in all areas of their finances. Its credentialed team has highly regarded certifications and degrees, such as the MBA, master’s degree, accounting, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Certified Public Accountant certifications.
In addition, the fee-only RIA is unwaveringly committed to low-cost, evidence-based investment strategies. It is a provider of high-touch service, connecting with clients through regular calls and meetings.
The RIA 2020 Survey & Ranking appeared in Financial Advisor magazine’s August edition. The full list can be viewed online.
This commentary reflects the personal opinions, viewpoints and analyses of the Stordahl Capital Management, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Stordahl Capital Management, Inc. or performance returns of any Stordahl Capital Management, Inc. Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this piece constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Accessing websites through links directs you away from our website. Stordahl Capital Management is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from the use of those websites. Please note that trading instructions through email, fax or voicemail will not be taken. Your identity and timely retrieval of instructions cannot be guaranteed. Stordahl Capital Management, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.