20 Financial Advisors to Watch 2024
Cover Story
Driving Towards Financial Success with Wealth Planning Expertise for Individuals and Families: Bob Chitrathorn of Wealth Planning By Bob Chitrathorn
On a personal level, Bob aspires to continue growing as a leader and an advocate for financial empowerment.
Listing
Profiles
Steven Hefter, Partner at HLM Capital Management Group: A Seasoned Financial Advisor Steering Clients toward Financial Success with Precision and Purpose
At the heart of Hefter's philosophy lies a deep-seated commitment to client success and well-being. By fostering lifelong relationships built on trust and mutual understanding, he plays a pivotal role in guiding clients through life's milestones and challenges, from wealth accumulation to legacy planning.
Susan Kaplan: Empowering Financial Success with Visionary Leadership and Transformative Financial Advisory
Susan Kaplan's approach to financial planning transcends the realm of wealth management. It's about empowering her clients to navigate every facet of their financial lives with confidence and clarity.
Rebecca Walser: A Trusted Financial Advisor and Tax Strategist Leveraging Groundbreaking Tactics for Wealth Accumulation and Preservation
With her unwavering dedication to client satisfaction and her unique blend of expertise, Rebecca Walser exemplifies the true essence of a trailblazer in wealth management.
Stephan Cassaday: Leading Financial Excellence with Integrity, Innovation, and Firm Commitment as CEO of Cassaday & Company, Inc.
In Cassaday's world, independence is not merely a label; it is a sacred promise, a testament to his unwavering dedication to the prosperity and well-being of his clients.
Jonathan S. Kuttin: Transforming Finance with Integrity, Innovation, and Community Impact
Jonathan embodies the values of empathy, generosity, and altruism, inspiring others to join him in his mission to create a brighter future for all.
Jeffrey Fratarcangeli: Leading Financial Success at Fratarcangeli Wealth Management
Jeffrey's legacy in wealth management extends far beyond financial success. It's about leaving an indelible mark on the lives of those he serves.
Partner at William Blair: Thomas Wilson Manages Investment Portfolios for High-Net-Worth Families, Trusts, Family Offices, and Foundations
At the heart of Thomas's approach to wealth management lies a deep commitment to client success. He understands that each client has unique financial goals and aspirations, and he works tirelessly to provide personalized guidance and support tailored to their individual needs.
Randy Carver, CRPC®, CDFA®, CEO of Carver Financial Services, Inc: Empowering Individuals to Navigate Financial Challenges and Achieve Personal Prosperity
At the helm of Carver Financial Services, Randy and his dedicated team lead a paradigm shift in financial planning with their revolutionary approach: Personal Vision Planning®.
Seth Finkel: Steering Wealth Management with Expertise, Dedication, and Firm Commitment at Neuberger Berman
Seth Finkel's impact extends far beyond managing finances; he is a trusted advisor and community leader, dedicated to making a positive difference in the lives of others.
Zach Ashburn, CFP®, EA, and AFC®: Empowering Entrepreneurs' Financial Journey
Zach’s approach is characterized by simplifying intricate financial concepts, ensuring that clients are equipped with the knowledge and strategies needed to navigate their financial landscapes with confidence and clarity.
Steve Drost: Empowering Lives Through Personalized Financial Planning
A self-professed ‘numbers nerd’, Drost's academic journey at the University of Northern Iowa laid the groundwork for his illustrious career. Graduating Magna Cum Laude in finance and commercial real estate in just five semesters, he earned the prestigious Purple and Old Gold Award for academic excellence, a testament to his unwavering dedication to his craft.
Thao Truong, CFP®: Setting the Standard in Asset Management
Thao's journey underscores the transformative power of financial resilience and the importance of holistic well-being in the pursuit of prosperity.
Navigating the Financial Seas: Richard Saperstein's Journey of Resilience, Integrity, and Excellence in Wealth Management
Guided by a moral compass rooted in honesty and transparency, Richard earns the trust and respect of his clients, forging lasting relationships built on integrity.
Thomas Kopelman: Transforming Finance for Entrepreneurs
With a diverse skill set encompassing blogging, content creation, and entrepreneurship, Thomas Kopelman brings a fresh perspective to the world of finance. His journey is marked by recognition as a Top 100 Advisor, a 2023 Young Advisor to Watch, and inclusion among the Top 23 Millennial Advisors.
Michael Hartman: Empowering Clients with Foolproof Retirement Income Strategies
Mike's contributions to his field haven't gone unnoticed. He was honored as a "Rising Star" by both the Greater Philadelphia Chapter of the National Association of Insurance and Financial Advisors (NAIFA) in 2017 and the Greater Reading Young Professionals (GRYP) in 2018.
Kamila Elliott: Assisting High-Net-Worth Individuals, Endowments, Foundations, and Business Owners with Comprehensive Wealth Solutions and Holistic Planning
Kamila’s commitment to comprehensive planning and asset management has solidified her reputation as a trusted advisor in the financial services industry.
George Acheampong Jr.: Helping You Build Wealth So You Can Buy Back Your Time
George has a very specific objective: he wants to enable people to become financially independent so they may take back control of their own time. The chance to work alongside George is waiting for you if you're prepared to take this adventure.
Autumn K. Campbell’s Entrepreneurial Passion and Commitment to Meaningful Impact have Resulted in the Founding of Styled Wealth in the Ever-Changing Financial Advice Services Industry
As a seasoned CFP® professional, Autumn channels her wealth of experience and innate compassion to guide her clients towards confident and informed financial choices.
Chelsea Ransom-Cooper: Guiding Clients Through their Financial Lives by Discussing the ‘Why’ Behind Each of their Financial Goals
“Money was always important to me and served as a focal point.”
