Billings, MT (4/8/2025) Strategic Retirement Plans, a holistic financial planning firm in Billings, MT and Gillette, WY announced that Gabe Lapito has been named to Forbes Best In-State Wealth Advisors for 2025. This is the 9th consecutive year to receive this honor. The list is published on 4/8/2025.
According to Forbes, a leading financial publication, “If we’re going to recommend advisors to the public, we have to make sure every advisor is high quality. When we meet with an advisor in person or on the telephone, we are thinking to ourselves: Is this someone that can offer impact? And would we recommend this advisor to a friend or family member?'”
The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of both qualitative and quantitative criteria. Advisors are evaluated using multiple methods, including interviews and reviews of compliance records, industry experience, client retention data, and revenue trends.
Gabe Lapito, owner and recipient of the award, states, “I am grateful for this recognition from Forbes and how it reflects the excellent work we do on behalf of our clients here at Strategic Retirement Plans. I’m incredibly proud of our team and the daily effort we all put in to make this recognition meaningful and rewarding.”
