AdvisoryHQ, which reviews and ranks financial firms, has added CIS Wealth to their top listings for the second year in a row. We were included specifically because of our services for the Christian community and our features of Biblically Responsible Investing, Comprehensive Services, and our Size and Experience.
AdvisoryHQ developed a breakthrough “Top-Down Advisor Selection Methodology” that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.
AdvisoryHQ reviews and ranking articles are always 100% independently researched and written. Firms do not pay for their ranking or award emblem. In fact, most firms do not even know that they are being reviewed and ranked by AdvisoryHQ until after their reviews have been published to the public.