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. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
West Chester, PA (April 17, 2024) — Legacy Planning, a provider of financial services in West Chester, PA, announced that Senior Partner, Robert Wermuth has been recognized in the sixth annual Forbes/SHOOK Best-in-State Wealth Advisors list. The list is published on the Forbes website.
According to Forbes, a leading financial publication, the ranking includes 8,507 advisors who have a track record of success over time and collectively oversee more than $13.5 trillion in assets. Forbes rankings were compiled by SHOOK Research, which uses financial data and interviews with candidates nominated by their firms.
“I am pleased to be recognized by Forbes/SHOOK for the second time. This honor speaks to our team’s commitment to strategic planning and collaboration,” said Robert Wermuth “I continue to be grateful for the trust our clients place in us, and we remain committed to providing the advice and support they need to pursue 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. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
