the 5-Star Wealth Management Teams for 2026<\/a> tended to be diversified and specialist-led while functioning as a single, coordinated unit \u2013 bringing together tax, planning, investment, and credit expertise under one roof.<\/p>\nValley National Financial Advisors, based in Bethlehem, PA, manages $1.325 billion in AUM across a team with 202 combined years of experience. The firm has operated independently for 40 years and handles financial planning, wealth management, and tax preparation in-house.<\/p>\n
CEO Matthew Petrozelli attributed the firm’s staying power to its independence from outside corporate influence. “We’ve stayed true to our clients and employees with our independence and making sure we don’t have conflicts with other corporations or a white ivory tower somewhere telling us what to do or what to sell \u2013 and that really has been a differentiator for us,” he said.\u00a0<\/p>\n
Altamonte Springs, FL-based\u00a0Certified Financial Group, founded in 1976, holds the CEFEX certification, a rigorous annual fiduciary audit held by an estimated 1% of US firms. Its founder, Joseph Bert, is one of the earliest CFP professionals in the country.<\/p>\n
“I’ve been in this business now for 50 years and have seen a lot going back to Black Monday, but I’ve always prided myself in trying to look beyond the horizon and to see what’s coming,” Bert said.<\/p>\n
Los Angeles-based\u00a0Team Holmes at Signature Estate & Investment Advisors\u00a0manages $1.7 billion in AUM with 108 combined years of experience. Jared Chase, an advisor on the team, said the past year of market turbulence has been a crucible for the firm to test out its long-term planning discipline.<\/p>\n
“Over the last 12 months, the level of uncertainty across markets, interest rates, and geopolitics has reinforced the importance of having a disciplined, long-term approach,” he said.<\/p>\n
Among this year’s 5-star wealth management teams, InvestmentNews is proud to shine the spotlight on:<\/p>\n
To see all recipients of the InvestmentNews 5-Star Wealth Management Teams recognition for 2026, visit the\u00a0full report<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"From thoughtful client service to impactful track records and a disciplined approach to independence, these advisory teams are…\n","protected":false},"author":2,"featured_media":639717,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,147,530],"class_list":["post-639716","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/639716","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=639716"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/639716\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/639717"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=639716"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=639716"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=639716"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}