Springside Partners Founder Ranks 33rd out of 120 Top Wealth Advisors in Ohio, First in Akron Area
Akron, Ohio—Springside Partners, LLC, an SEC Registered Investment Advisor, is pleased to announce that Founder and CEO Carina S. Diamond, CFP®, AIF®, MBA, has been named to the Forbes 2019 Best-In-State Wealth Advisors list. Spotlighting more than 3,000 advisors across the country, the list identifies the top wealth advisors in all markets in the U.S. comprehensively.
“I am honored and pleased to be on this list,” said Diamond. “It reflects the value of local knowledge and being there for your community. We are so grateful to be able to serve our clients with wealth management and financial advisory services.”
The Best-In-State Wealth Advisors identifies financial advisors who are standout regional players. “It is our belief that clients are oftentimes better served by local representation . . . many of the clients we talk to say they consider their advisors and teams like a part of their families, so it’s nice to have them close by,” said R.J. Shook, president and founder of SHOOK Research, the world’s only Financial Advisor research organization, which conducted the research for the listings.
Advisors that are considered must have a minimum of seven years’ experience, and they must be nominated by a firm. *Qualified candidates were then evaluated by telephone interviews and an algorithm of qualitative criteria, including revenue trends, assets under management, and industry experience. Among 29,334 nominations for a final listing of more than 3,000 advisors, Diamond ranked 33rd of 120 top wealth advisors in Ohio and first in the greater Akron area, with Springside Partners representing custodied assets of $265 million.
As the Founder and CEO of Springside Partners LLC, headquartered in Akron, Diamond and her team have helped clients throughout Northeast Ohio and beyond design their financial plans. The team works closely with individuals, families and foundations in the communities they serve. Diamond also devotes effort to financial literacy and representation for women, having founded the flourish™ program in 2008 that brings women together to discuss financial issues and planning. She created the Carina Diamond Endowed Scholarship for Financial Planning at the University of Akron, and is a strategic consultant to Diversitas, a financial knowledge symposium bringing together career influencers and leaders in financial planning to build professional hope for young people and career changers.
About Springside Partners
Springside Partners, LLC., is an SEC Investment Advisor and a majority-woman owned firm. Springside Partners provides investment advisory services. The firm offers discretionary portfolio management services to individuals, trusts, estates, and charitable organizations. Springside Partners has a strategic relationship with Pershing Advisor Solutions™, member FINRA, SIPC.
Disclosures, Forbes Best-In-State Wealth Advisors list
*In 2019 Shook Research received 29,334 nominations from Firms. They invited 5,961 advisors to complete an online survey and conducted 9,230 telephone interviews and 1,757 in-person interviews at Advisors’ location. Candidates met basic industry requirements and were judged on quantitative and qualitative factors. Shook is independent and objective and does not receive compensation from the advisors, Firms, the media or any other source in exchange for placement on a ranking. Those selected were not required to be a member of any organization to be eligible for nomination. For further information concerning the methodology used see “The 2019 Forbes Best-In-State Wealth Advisors” at www.SHOOKresearch.com.