Knoxville, TN — July 17, 2023
Justin Goodbread, CFP®, President of WealthSource Partners, LLC has been named a 2023 Investopedia Top 100 Financial Advisor. On Tuesday, July 11th, 2023, Investopedia released its annual list of the top 100 independent U.S.-based financial advisors. Those included have demonstrated top-of-the-industry skills. Justin is recognized among the country’s most engaged, influential, and educational advisors. This is Goodbread’s fifth year as an Investopedia’s Top 100 Financial Advisor. His commitment to financial education and innovation continues to be commended by his peers. He was previously featured on Investopedia’s Top 100 list in 2018, 2019, 2020, and 2021.
What makes Justin stand out? Goodbread is one of the leading voices on value growth, exit planning, and financial planning for business owners. He is a featured expert for national publications including CNBC, as well as a featured speaker at numerous industry events. Justin shares his passion for teaching through Financially Simple. A hub of multi-media resources, aimed at helping small business owners take control of their business and finances.
Investopedia Top 100 Methodology
The annual Investopedia 100 list honors independent U.S.-based financial advisors who have demonstrated top-of-the-industry skills in the following critical areas:
Each advisor CRD number was checked for validity, and each application was checked for accuracy and quality. Final scores were tabulated according to weights designated for each of the criteria above. Investopedia receives no compensation from placing advisors on our list, nor does an advisor’s appearance on our list constitute an individual endorsement by Investopedia of such advisor.
Neither Justin Goodbread nor WealthSource paid any fees or other consideration to secure a nomination for, or to receive, this award.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The WealthSource mission is to guide clients to a place of financial clarity and confidence so that they can focus on the things that really matter. WealthSource offers financial planning services, retirement planning, investment portfolio management, estate planning, tax planning, and private client services in offices across the United States.