Forbes 2026 Best In State - Noble Birch Wealth Management - Shawn Agan

April 2026
news Release: For Immediate Release
Forbes Names Shawn Agan to 2026 Best-In-State Wealth Advisors List

DAVENPORT, IA – Noble Birch Wealth Management is pleased to announce that its founder and principal, Shawn Agan, has been named to the 2026 Forbes Best-In-State Wealth Advisors list. This prestigious recognition highlights the firm’s long-standing commitment to excellence in wealth stewardship, sophisticated planning, and a "fanatical" level of client service.

Since its founding in 2002, Noble Birch Wealth Management has evolved into a premier boutique enterprise, serving a select group of families, individuals, and entrepreneurs throughout the Quad Cities and across the country. The firm’s inclusion on the Forbes list—developed by SHOOK Research—is based on an algorithm of quantitative and qualitative criteria, including industry experience, best practices, and a rigorous evaluation of service models.

“We believe wealth should be a source of freedom, not a source of stress. This recognition from Forbes validates our team’s commitment to replacing financial noise with clarity. By navigating the complexities of our clients' lives, we empower them to pursue their passions, whatever they may be.” - Shawn Agan, CFP®

A Boutique Approach with Institutional Horsepower
Noble Birch has built a team-based model designed to provide institutional-grade expertise within a personal, high-touch environment. The firm specializes in navigating the intricate nuances of:

• Tax-Efficient Wealth Design: Strategies focused on enhancing tax efficiency and long-term capital preservation to help you keep more of what you earn.
• Comprehensive Financial Planning: A holistic roadmap that coordinates financial lives to strive toward achieving long-term goals and ambitions.
• Legacy Planning: Providing families and individuals with the vision and structure necessary to transition wealth to the people or causes that matter the most to them.
  

25 Years of Stability and Growth
This Forbes recognition arrives as Noble Birch approaches a quarter-century of leadership. Having navigated the complexities of every market cycle since 2002, their longevity provides the bedrock of stability that allows clients to focus on writing their next chapter.

“Our clients aren't looking for a transactional relationship; they are looking for a partner who cares about their wealth as much as they do,” Agan added. “First and foremost, our clients are great people.  It is our honor to work with them.  We are passionate about their goals, families and financial confidence.  We strive to provide the attention to detail that their legacy deserves.”

About Noble Birch Wealth Management
Established in 2002, Noble Birch Wealth Management is a boutique private wealth firm based in Davenport, Iowa (serving Bettendorf, Davenport, Rock Island, Moline and clients across the country). The firm provides sophisticated financial planning and investment management for high-net-worth families, individuals, and entrepreneurs. Driven by the core values of clarity and service, Noble Birch integrates a team-based advisory model to help clients preserve their wealth and pursue their passions.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Research summary as of April 2026 and 48,944 nominations received, based on thresholds – 27,586 invited to complete online survey – 23,303 telephone interviews – 6,004 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.