Awards and Accolades
Forbes Best in State Wealth Advisor Awarded to John Frisbie
We are excited to announce that John Frisbie was named Forbes Best in State Wealth Advisor for 2023, 2024, & 2025*
The Forbes ranking of America's Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management.
*2025 FORBES | SHOOK Research Best-in-State Wealth Advisors. Published 4/8/25, rankings based on data as of 6/30/24.
Congratulations to Matthew & Cam!
We are so proud to announce that Matthew and Cam passed the CERTIFIED FINANCIAL PLANNER (CFP ®) exam on November 10th, 2025. This certification reinforces a financial planning competency, through rigorous education and experience requirements – including ongoing continuing education coursework.
Forbes Best in State Wealth Management Team
We are excited and honored to announce that The Boulder Group was named one of Forbes Best in State Wealth Management Teams for 2025 and 2026. The third annual Forbes | SHOOK Best-In-State Wealth Management Teams list features more than 5,300 teams with cumulative assets of $7 trillion. Forbes’ rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.
*Published on 1/7/26. Rankings based on data as of 3/31/25*
Congratulations to Michael!
We are so proud to announce that Michael passed his Enrolled Agent (EA) exam! Enrolled agents are federally-licenses tax practitioners by passing a three-part examination covering individual tax returns; business tax returns; and representation, practice, and procedure.
Outstanding Client Service Awarded to Nate Samek
We are pleased to share that Nate Samek, CFP® has been awarded the very prestigious G. Frederick Kasten Jr. “Client Service” award. This award is given to one person every year who best demonstrates and exemplifies a world-class client service mindset and relentlessly pursues extraordinary outcomes.
We are thrilled the 2023 award was given to Nate. He is truly deserving given his commitment and devotion to our clients and our team. In addition to serving clients, Nate is active in Baird’s Registered Assistant Advisory Council (RAAC), multiple LGBTQ and diversity efforts, and serves as a mentor for several new team members
Forbes Best in State Wealth Management Team
We are excited and honored to announce that The Boulder Group was named one of Forbes Best in State Wealth Management Teams for 2025 and 2026. The third annual Forbes | SHOOK Best-In-State Wealth Management Teams list features more than 5,300 teams with cumulative assets of $7 trillion. Forbes’ rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.
*Published on 1/9/25. Rankings based on data as of 3/31/24*