MINNEAPOLIS — June 27, 2023 — Joe Burgess, CFP®, CAP®, AIF®, co-founder and president of Moxie Wealth Management, was announced today as one of the nation’s fastest-growing practices and an Advisor to Watch by AdvisorHub.

This exclusive list recognizes advisors who are winning new clients, increasing assets and boosting production. Burgess’s impressive standing among these top advisors showcases his unwavering commitment to excellence and sets him apart as a trailblazer in the field.

Burgess and Moxie Vice President Kristin Brandli Printon, AIF®, WCMP®  launched Moxie Wealth Management in 2015 to help clients identify what a life of intention looks like for them, then create a financial plan that helps them achieve it.

“Moxie was founded on the mission to better the lives of our clients,” says Burgess. “As a firm, we share a passion for uncovering the future you want to create and utilizing that as our end goal for developing your comprehensive financial strategy.”

While both Burgess and Printon both managed practices prior to 2015, since launching Moxie as boutique, full-service wealth management team, they and their clients have experienced significant growth, as recognized in publications such as Twin Cities Business and Finance & Commerce.

As Moxie expands, both in number of households and increasing financial complexity for their top clients, the team is committed to developing a team to support these growing needs.

“I am on-call for my clients when anything of note—big or small—happens in their life or business,” says Burgess. “To provide this level of services, I need to limit the number of client relationships I have, and that’s where growing the team comes in.”

In 2023, Moxie added Amanda Charles to the team as an associate wealth advisor, helping to support clients and needs at every phase in the financial lifecycle, and Burgess and Printon have plans to continue to develop emerging advisors to build continuation of service for generations.

“We are looking forward to continuing to scale this Moxie system to serve more clients and serve them better,” says Burgess. “This recognition from AdvisorHub is a huge honor, and as we approach 10 years as a firm, the team here at Moxie can only build on this momentum.”

The most recent recognition from AdvisorHub ranks Burgess within the top 100 fast-growing practices in the United States, based on three key criteria: the scale of his practice, encompassing assets, production, and service quality; the remarkable growth of his practice, evidenced by year over year increases in assets, households, and production; and the professionalism of his practice, evaluated through regulatory records, community service, and team diversity.

Additionally, nominees are required to have a minimum of seven years of experience along with a $100m minimum AUM and a clean regulatory record. They are then ranked using data on their assets, households, and production to determine their standings in the above three criteria (and their overall ranking on the list). 374 firms were nominated for the 2023 list, which is double the number of nominees from the year prior.