Dan Clendenin Named Among Forbes’ Best-In-State Wealth Advisors for 2026

Dan Clendenin, Financial Advisor in our Fredericksburg, VA office, has been named to the Forbes Best-In-State Wealth Advisors list for 2026. Amid an increasingly complex market environment, this recognition highlights advisors who have helped clients stay focused on long-term goals while navigating periods of uncertainty. The ranking, developed by SHOOK Research, is based on a combination of qualitative insights and quantitative data, including interviews, industry experience, and a commitment to best practices in client service.
Congratulations to Dan on this notable achievement!
Forbes Best-In-State Wealth Advisors, developed and tabulated by SHOOK Research. Awarded to Daniel Clendenin in April 2026 for data as of June 30, 2025.