- May 13, 2025
- Family Office Services, Podcast, Succession Planning
- By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®
- Copyright © 2025 Legacy Planning Partners
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2025 Forbes Best-In-State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2025 based on data from March 2023 to March 2024. 11,674 Management Teams were considered,
approximately 5,300 Teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2023-2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2023-2024 Philadelphia Book of Lists Money Managers, created by Philadelphia Business Journal. Presented 3/2024. Advisors were ranked by local assets under management/advisement as of 2/2024. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 29 are listed. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
2024 Best Places to Work Award, created by the Philadelphia Business Journal. This award is based on employee opinions on various employee satisfaction factors and are not specific to financial services and do not imply an endorsement, recommendation, or reflect the performance of the advisor. For more information, https://www.bizjournals.com/philadelphia/best-places-to-work
The Marquis Who’s Who recognition is based on merit and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.
Securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities.
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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.