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Forbes' Best-in-State Wealth Advisors 2022 | 2023

Stephen C. Huggins is proud to be

Named to Forbes' 2023 Best-In-State Wealth Advisors List

Forbes’ Best-in-State Wealth Advisors, February 15, 2018, February 21, 2019, April 7, 2022 and April 4, 2023, each based on the 12-month period ending June 30 of the year prior to publication.  Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology.  Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  Investment performance is not a criterion for selection.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.  For more information on the selection methodology, see

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Small Business Owners

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Families and Retirees

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FRS/City of Tallahassee Employees

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Our Philosophy

We believe in providing a personalized experience by tailoring a long-term investment strategy that reflects your individual needs. Putting it in baseball terms, we believe in “getting base hits – not swinging for the fence at the risk of striking out.” We place a greater emphasis on helping our clients pursue their long-term goals with reasonable risk-adjusted returns while reviewing their portfolio’s progress with them on a periodic basis.
Our Approach