MINNEAPOLIS — June 20, 2024 — Joe Burgess, CFP®, CAP®, AIF®, co-founder and president at North Star affiliate firm Moxie Wealth Management, was today recognized as a 100 Fast-Growing Advisor to Watch by AdvisorHub for the second year in a row.

This annual list features the top 100 financial professionals across the nation who lead practices devoted to offering a high level of service, dedication and innovative financial solutions to their clients.

“I am truly honored to be included on the list of 100 advisors to watch,” said Burgess. “The growth of my practice and our firm is the result of our strong teaming culture at Moxie, which expands our capacity while allowing us to maintain a high level of service.”

Burgess began his career with North Star in 1996 and co-founded Moxie alongside Kristin Printon, AIF®, WMCP® in 2015. The team is comprised of several specialists and experts who provide holistic, trusted financial advice to clients across the nation, and includes Amanda Charles, CSLP®, who joined Moxie in 2023.

“This recognition confirms the value we are providing our clients, through comprehensive advice and effective planning execution,” continued Burgess. “The Moxie team will continue to strategically grow to elevate the experience and outcomes for our clients.”

The AdvisorHub 100 Fast-Growing Advisors to Watch rankings were determined based on each advisor’s score in three categories related to their financial practice: scale, growth and professionalism. Scale represents the size and profitability of the advisor’s business, with growth and professionalism representing business growth and the advisor’s regulatory record and community involvement, respectively.

To learn more about AdvisorHub’s 100 Fast-Growing Advisors to Watch list or to view the rankings, visit www.advisorhub.com/advisors-to-watch-fastest-growing-2024.