Casebeer McCollum Wealth Management named one of Forbes 2025 Best-In-State Wealth Management Teams

Casebeer McCollum Wealth Management has been recognized by Forbes as a Best-In-State Wealth Management Team for 2025. This accolade recognizes teams that are setting the benchmark for best practices and consistently providing an excellent client experience.

“We are honored to be named as one of Forbes Best-In-State Wealth Management Teams. We believe this recognition is a testament to our team’s unwavering commitment to delivering personalized, strategic guidance to our clients and keeping abreast of industry trends,” said Brian Casebeer, Managing Director. “We take immense pride in helping individuals and families achieve their financial goals, and being included on this prestigious list makes us grateful for the trust our clients place in us every day.”

Casebeer McCollum Wealth Management, based in Topeka, KS, is a multi-family office focusing on accredited investors. The team is led by Brian Casebeer, Managing Director and Amy R. McCollum, Managing Director, with the support of Operations Manager, Mercedes Garcia Reyes.

2025 Forbes Best in State Wealth Management Teams

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.