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2024 Forbes/SHOOK Best-In-State Wealth Management Teams Honors West Chester Team

West Chester, PA (January 19, 2024) — Legacy Planning, a provider of financial services in West Chester, PA, announced that Robert Wermuth, Kevin Donohue and the West Chester Advisor team has been named to Forbes/SHOOK list of Best-in-State Wealth Management Teams for 2024. The list is published on the Forbes website.

According to Forbes, a leading financial publication, the ranking includes more than 4,100 advisors who have a track record of success over time, collectively managing nearly $5.1 trillion in cumulative assets. Forbes rankings were compiled by SHOOK Research, which uses financial data and interviews with candidates nominated by their firms.

“We are pleased to have been named to this prestigious list—a recognition that speaks to our team’s commitment to strategic planning and collaboration,” said Kevin Donohue “I am grateful for the trust our clients place in us, and we remain committed to providing the advice and support they need to achieve their goals.” 

About Legacy Planning 

Legacy Planning has been providing individuals and businesses with financial advice and guidance since 1999. Located at 228 West Gay Street, West Chester, PA, Legacy Planning’s advisors pride themselves on delivering first-class ideas and advice. For more information, please visit  Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

2024 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2024 based on data from March 2022 to March 2023.  10,144 Management Teams were considered, approximately 4,100 Teams were recognized. Not indicative of advisor’s future performance. Your experience may vary.  For more information, visit


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