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Robert Wermuth Honored in The 2023 Forbes/SHOOK Best-In-State Wealth Advisors List

West Chester, PA (April 6, 2023) — Legacy Planning, a provider of financial services in West Chester, PA, announced that Robert Wermuth has been named to Forbes/SHOOK list of Best-in-State Wealth Advisors for 2023. The list is published on the Forbes website.

According to Forbes, a leading financial publication, the ranking includes advisors who have a track record of success over time, collectively managing nearly $11 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 have been named to this prestigious list—a recognition that speaks to our team’s commitment to strategic planning and collaboration,” said Robert Wermuth “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.

2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 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.


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