Awards and Press
At Socium Advisors, we believe that loyalty and trust from our satisfied clients is the highest form of recognition we can receive. We are also deeply appreciative of the independent organizations that have acknowledged our hard work in delivering an outstanding wealth management experience to the people reserve.
An award-winning team
Forbes has recognized Scott Underwood as the #1 financial security professional in Missouri and Justin Boeving as the #2 financial security professional in Arkansas for 2022. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
| Barron’s “Top 1,200 Financial Advisors” list (April 2023), based upon data as of 9/30/2022. Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Barron’s “Top 1,200 Financial Advisors” list (March 2022), based upon data as of 9/30/2021. The Financial Times “Top Financial Advisers” list (April 2020). Produced annually by Ignites Research, on behalf of the Financial Times. Data as of 6/30/2019. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. |
PRESS
Scott Underwood Ranked 5 consecutive years on the Barron’s Top 1,200 Financial Advisors list
St. Louis, MO – March, 2023 – Northwestern Mutual celebrates Saint Louis, MO based Scott Underwood, Founder and CEO of Socium Advisors for his ranking on the 2023 Barron’s Top 1,200 Financial Advisors list, his fifth year named to this accolade. Read the full press release.
SOCIUM ADVISORS WELCOMES JUSTIN BOEVING AND ATHLETES ADVANTAGE TO OUR FIRM
St. Louis, MO – January 10, 2023 – Northwestern Mutual is proud to announce Justin Boeving joined St. Louis-based Socium Advisors as its fourth partner. Boeving and the Fayetteville, AR-based Athletes Advantage Financial team officially joined Socium on January 1. Read the full press release.
NORTHWESTERN MUTUAL AND SOCIUM ADVISORS ANNOUNCING PRACTICE ACQUISITION WITH HAIG KONDAYAN, CFP®, OF MCLEAN, VA.
Socium Advisors, a leading Wealth Management firm under Northwestern Mutual, announced today a formal succession planning acquisition with Haig A. Kondayan, CFP®, of Northwestern Mutual - Washington D.C. Read the full press release.
SOCIUM ADVISORS TO NAME MICHELLE MAGNER RICP®, CLU®, CHFC®, CASL® AS PARTNER
Socium Advisors, a leading wealth management firm under Northwestern Mutual, has promoted Michelle Magner, RICP®, CLU®, ChFC®, CASL®, to serve as Partner. Michelle joins Founder and CEO, Scott Underwood, and Partner, Tripp Kelly, in continuing to grow the firm and legacy, with their clients at the heart of all that they do. Read the full press release.
INTEGRATED, COMPREHENSIVE FINANCIAL PLANNING WITH A NATIONAL PRESENCE
St. Louis Financial (as seen in Fortune, Forbes, & Money)
Socium Advisors delivers coordinated, all-inclusive financial planning within a collaborative client partnership. Read the article.