This year, Craigen Schoen, CFP, was named to Forbes’ 2026 Best-in-State Wealth Advisors list—a recognition built on more than three decades of steady, pragmatic guidance. At Schoen Capital Group of Raymond James, that experience now runs alongside his son Parks, who brings an innovative perspective on protecting and growing generational wealth to the firm.
Even as the Schoens and their expert team evolve their services to stay ahead of an ever-evolving financial landscape, the father-son duo describes their approach simply: “We help clients reach their goals by taking into account risk aversion and tax efficiency,” says Craigen. “That calls for knowledge and experience, yes, but the relationships we’ve built by getting to know our clients’ lives on a deeper level is key to success.”
Backed by Raymond James’ national resources but rooted in Greenville, the team builds tailored plans across investment management, estate and legacy planning, risk management, retirement planning, and portfolio management—giving families and businesses confidence that the plan will hold, no matter what the market brings next.
Schoen Capital Group of Raymond James
112 Haywood Rd., Greenville, SC
SchoenCapitalGroup.com | 864.289.2171
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
2026 Forbes Best-in-State Wealth Advisors
The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
