Broker Check

Forbes Best-in-State Wealth Advisors 2025

Casey Craig Named to Forbes 2025 Best-in-State Wealth Advisors List

We’re proud to share that Casey Craig, founding partner of Highlander Financial Group, has been named to the Forbes 2025 Best-in-State Wealth Advisors list. This prestigious recognition highlights advisors who are making a significant impact in their communities and delivering outstanding service and results for their clients.

Casey’s leadership of Highlander Financial Group has helped shape a firm that’s grounded in long-term client relationships, personalized planning, and a deep commitment to integrity. With over two decades of experience in financial services, Casey continues to bring clarity, confidence, and care to the individuals and families we serve.

Being named to the Forbes list is a reflection not only of Casey’s work, but of the entire Highlander team’s dedication to doing right by our clients. We’re honored to be ranked among the top practices in the country through our partnership with LPL Financial, and we remain focused on helping clients build and preserve their financial futures with purpose.

To view Casey’s Forbes profile, click here. For more information on the Forbes Best-in-State Wealth Advisors list, visit this link. 


The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone
due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of
compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue
generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited
data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.