The Dahlberg, Knott & Brandt Group

Helping clients pursue what matters to them has always been at the heart of our work. We’re proud that this approach has earned recognition from respected industry organizations, but we’re even more grateful for the relationships that made it possible.

Recognition That Reflects Our Commitment to You

We are pleased to have been recognized as a Forbes/SHOOK, Best-In-State Wealth Management Team 2025 and 2026.^1,2

This award is designed to recognize wealth management teams that make a meaningful difference in the lives of their clients.

Learn More About This Recognition

We Continue To Learn So We Can Serve You Well

Wealth planning is always evolving, and we believe continuing to deepen our knowledge helps us better serve the people and families who trust us. Below are what some of our continued education certificates have better prepared us for.

CFP^®

The CERTIFIED FINANCIAL PLANNER^® (CFP^®) designation reflects advanced training in areas like retirement, taxes, estate and long-term planning – helping us provide more well-rounded guidance.

CPWA^®

The Certified Private Wealth Advisor (CPWA^®) designation focuses on the unique planning needs that come with greater wealth and complexity. This helps us better support people navigating business transitions, concentrated assets, tax-sensitive decisions and multigenerational planning.

QPFC

The Qualified Plan Financial Consultant (QPFC) designation provides deeper expertise in retirement plans and workplace benefits, helping us better guide business owners and individuals as they prepare for retirement and evaluate wealth decisions.

1. 2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25. 2. 2025 FORBES | SHOOK Research as a Best-in-State Wealth Management Team. Published 1/9/25, rankings based on data as of 3/31/24.

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

Investment & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.