Matthew J. Otto Recognized Again as Forbes Best-In-State Wealth Advisor

Business

Pictured: Matthew J. Otto of The Otto Group is a six-time Forbes Best-In-State Wealth Advisor.

The Otto Group, a wealth management firm that provides holistic and advanced planning solutions to a select group of families, individuals, and business owners, announced that Managing Director and Partner, Matthew J. Otto, has been named a 2023 Best-In-State Wealth Advisor Florida (Tampa Area) by Forbes for the sixth consecutive year (2018-2023). Otto holds the Accredited Investment Fiduciary® (AIF®) and Certified Financial Planner® (CFP®) designations. In addition, he holds the Series 7, 26, 31, 63, 66 and Florida Life, Health, and Variable licenses. He is a member of the American Association of Individual Investors (AAII) and the Suncoast Chapter of the Financial Planning Association (FPA). The Forbes rankings were developed by SHOOK Research, which used an algorithm of qualitative and quantitative data to rate thousands of advisors with a minimum of seven years of experience in the wealth management industry. The rankings were compiled through analysis of several key factors, including revenue trends, assets under management, compliance records, and industry experience of more than 34,000 nominees; just over 7,300 made the final list. For more about The Otto Group, visit theottogroupathightower.com.

Pictured: Matthew J. Otto of The Otto Group is a six-time Forbes Best-In-State Wealth Advisor.

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