GRANTvest Financial Group Wins Again | Best in Wealth Management | Leading from the front
NEW YORK CITY, NEW YORK / ACCESSWIRE / December 10, 2024 / GRANTvest Financial Group has been named ETF.com's Top 50 RIA Firms for 2024. GRANTvest is a New Jersey-based fiduciary financial planning firm founded by Gregory Guenther and Anthony Caputo. It operates as an independent RIA, partnering with Charles Schwab and Co. for custody services.
ETF.com invited wealth professionals nationwide to nominate the most exceptional firms for this award. After receiving thousands of nominations, ETF.com narrowed the list to the 50 most influential firms whose contributions have helped shape the wealth management industry over the past 12 months. From innovators at the forefront of change to leaders transforming the way the industry does business, this year's winners represent the best the industry has to offer.
"For years, the etf.com Awards have recognized the best issuers and funds of the year," explained Chief Marketing Officer Adelina Tafuri. "We are excited to share with our audience a list of advisors and firms dedicated to helping ETF investors reach their financial goals through the use of ETFs as well."
ETF.com has a rigorous methodology and set of criteria for evaluating nominated firms. The panel of judges selected RIA firms based on their ability to deliver strong returns, meet client goals, and offer diverse expertise. Key criteria include significant ETF allocation, a proven track record, and adherence to fiduciary responsibility. Fee structures, asset size minimums, team diversity, and asset management strategies were also considered.
"Being recognized by an industry leader like ETF.com is a significant achievement for us. We are grateful for the opportunity to serve our clients with integrity, dedication, and a focus on achieving their financial goals," said Greg Guenther. "This award truly is a testament to the hard work and dedication of our entire team at GRANTvest Financial Group."
Under the leadership of Greg Guenther and Anthony Caputo, GRANTvest Financial Group has received numerous accolades, including the Community Choice Award for Best Investment Firm, InvestmentNews Top Financial Advisory Firms in the Northeast, and now ETF.com's Top RIA Firms.
Anthony Caputo added, " We are deeply grateful to ETF.com for this award. It reaffirms our team's dedication to helping clients build secure financial futures, and we look forward to continuing to deliver the high-quality advice and service our clients deserve."
GRANTvest Financial Group has established a reputation for excellence in the wealth management industry and has become one of the leading RIA firms in the country. The firm's comprehensive approach, combined with a commitment to fiduciary responsibility, has made it a trusted partner for clients seeking guidance on their financial journey.
About GRANTvest Financial Group
GRANTvest is an independent financial planning firm specializing in comprehensive planning. GRANTvest has received numerous awards as a leading financial planning and wealth management firm. The firm's client base includes small business owners, corporate executives, professional athletes, and government employees.
Contact Information
GRANTvest Financial Group Inquiries
info@grantvest.com
877-651-8949
Source: Grantvest Financial Group