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Advyzon Named Finalist in 2023 Wealth Management Industry Awards and ThinkAdvisor Luminaries Awards

6/30/2023

Advyzon has been named a finalist in the 2023 WealthManagement.com Industry Awards, an annual competition and industry-leading awards program often referred to as the Wealthies, for the third consecutive year. In the 2023 awards, Advyzon was named a finalist in two categories under Technology Providers: 'Unified (All-In-One) Systems' and 'Rebalancing'.

Equita Financial Network Adds New Member and “Inspiring Insights” Webinar Sessions

6/27/2023

Equita Financial Network announced that Modern Family Finance, led by Lisa and Jennifer Dazols, has joined as a new member firm, bringing the number of member firms to seven. The network has also announced new speakers, topics, and dates for the Inspiring Insights educational webinar series. The series, which began in April, happens on the last Wednesday of each month at 4:00 p.m. Eastern Time (ET) and is dedicated to furthering the education and knowledge of fiduciary financial advisors.

Jessi Chadd of Aspyre Wealth Partners Named Among InvestmentNews “40 Under 40”

6/26/2023

Jessi Chadd, CFP®, CeFT, Principal and Chief Wealth Officer at Aspyre Wealth Partners, an independent, fee-only wealth management and Registered Investment Advisory firm, has been named among the 2023 “40 Under 40” by InvestmentNews. The national list annually recognizes young professionals who are making a positive impact in the financial planning and wealth management profession.

Bogart Wealth Named to Top Financial Advisor and Fastest-Growing Companies Lists in Barron’s, Forbes, USA Today, and Inc.

6/20/2023

Bogart Wealth was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the past few months. In Barron’s, CEO James Bogart was named one of America’s Top 1,200 Financial Advisors and a Best-In-State Wealth Advisor for 2023, ranking #11 overall in the state of Virginia. In Forbes, Bogart was listed as a 2023 Best-In-State Wealth Advisor, ranking #5 overall in the state of Virginia.

Amy Braun-Bostich Named to Forbes’ 2023 Top Women Wealth Advisors Best-In-State List

6/1/2023

Amy Braun-Bostich, Founding Partner and CEO of Braun-Bostich & Associates was named to America’s Top Women Wealth Advisors Best-In-State list for 2023 by Forbes. In Forbes’ seventh annual Top Women Wealth Advisors list, which included 1,697 women advisors from across the country, Braun-Bostich ranked #26 in the state of Pennsylvania. This is the second consecutive year that Braun-Bostich was included in this prestigious list after coming in at #31 in the state of Pennsylvania in last year’s rankings.

Advyzon Named Finalist in 2023 Wealth Management Industry Awards and ThinkAdvisor Luminaries Awards

Equita Financial Network Adds New Member and “Inspiring Insights” Webinar Sessions

Jessi Chadd of Aspyre Wealth Partners Named Among InvestmentNews “40 Under 40”

Bogart Wealth Named to Top Financial Advisor and Fastest-Growing Companies Lists in Barron’s, Forbes, USA Today, and Inc.

Amy Braun-Bostich Named to Forbes’ 2023 Top Women Wealth Advisors Best-In-State List

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