Grosse Pointe Financial Advisor Makes Forbes List

GROSSE POINTE, MI — Forbes has named a Grosse Pointe financial advisor as one of the best in the state. Dan Battjes, CFP with Grosse Pointe Advisory Group of Raymond James & Associates, member New York Stock Exchange/SIPC, was recently named to the Forbes list of Best-In-State Next-Generation Advisors. The Forbes list recognizes advisors from national, regional and independent firms.

“It is a privilege to work with individuals and families in Grosse Pointe and beyond to help them plan for their future and I am grateful to the clients who put their trust in me,” Battjes said. “It’s an honor to be included in the Forbes Best-In-State Next Generation Advisors and recognized for my commitment to my clients and the financial advising profession."

The Forbes ranking of “Best-In-State Next-Generation Advisors,” developed by Shook Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of four years of experience and weighing factors like telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, and firm nominations. It also weighs quantitative criteria, such as assets under management and revenue generated for their firms.

Battjes was one of 38 financial advisors statewide selected for the designation.

Battjes, who manages more than $500 million in client assets, offers his clients financial planning, college planning and investment management.