West Chester, PA (February 10, 2025) — 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 2025. The list is published on the Forbes website.
According to Forbes, a leading financial publication, the ranking includes more than 5,300 advisors who have a track record of success over time, collectively managing nearly $7 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 legacy-online.com. Legacy Planning offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities.
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. For more information, visit http://tinyurl.com/km7znnpm.
