Eric Croak Recognized by Forbes for Third Consecutive Year

Eric Croak, CFP®, President of Croak Capital, has again been recognized by Forbes and SHOOK Research as a 2026 Top Next-Gen Wealth Advisor, marking his third consecutive year of recognition.

Forbes and SHOOK Research released the 2026 rankings in August, evaluating advisors through a combination of qualitative due diligence and quantitative factors including client impact, industry experience, client retention, credentials, compliance records, assets under management and revenue.

The recognition comes during a period of continued growth and evolution at Croak Capital. The firm remains intentionally focused on serving families whose financial lives have become too complex to manage through disconnected investment, tax, estate and planning relationships.

“Our job is bigger than managing a portfolio,” Eric said. “As wealth grows, the number of decisions grows with it. We’re building Croak Capital around the idea that someone should understand the whole picture, coordinate the right people and make sure the work actually gets done.”

That approach continues to shape how Croak Capital invests in its team, technology and client experience while remaining a closely held, independent firm.

The 2026 recognition follows Eric’s inclusion in the Forbes Next-Gen Wealth Advisor rankings in both 2024 and 2025.

Disclosure: Source: Forbes.com (August 2026). 2026 Forbes America’s Top Next-Gen Wealth Advisors and Best-In-State Next-Gen Wealth Advisors rankings. Data provided by SHOOK Research LLC as of March 31, 2026. SHOOK’s methodology incorporates in-person, virtual and telephone due diligence along with criteria including client impact, industry experience, client retention, best practices, credentials, compliance records, firm nominations, assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither Croak Capital nor Eric Croak paid a fee to SHOOK Research or Forbes for placement in the rankings. Rankings are not indicative of future performance and may not be representative of any one client’s experience. Croak Capital is not affiliated with SHOOK Research LLC or Forbes.