Mission Wealth’s Post

I am proud to announce that Covenant Wealth Advisors has been recognized as one of America's Top Financial Advisory Firms by Newsweek and Plant-A Insights Group for 2025. Even more remarkable, we are one of only two firms in Virginia to receive their 5-star rating. This recognition isn't just an accolade – it's a testament to the extraordinary dedication, expertise, and genuine care that our team brings to work every day. To our incredible colleagues and advisors: your commitment to serving our clients with integrity, wisdom, and compassion continues to inspire me. You've turned our mission of helping families achieve their financial dreams into a reality. To our valued clients: thank you for your trust and partnership. This recognition ultimately reflects the relationships we've built together and the impact we've been privileged to make in your lives. While awards are wonderful acknowledgments, our true measure of success remains unchanged – helping our clients navigate their financial journeys with clarity, confidence and peace of mind. Here's to continuing this mission together. #FinancialPlanning #WealthManagement #ClientFirst #TeamSuccess #Grateful #retirement Visit the link below for full disclosures and methodology for ranking. Covenant Wealth Advisors did not pay Newsweek or Plant-A Insights Group for the ranking. However, we have paid Newsweek/Plant-A Insights Group for licensing of the nomination (so we can communicate the good news). Plant-A Insights Group and Newsweek have partnered to identify America's Top Financial Advisory Firms 2025. They analyzed over 15,000 Financial advisories registered with the SEC, and then applied the methodology provided in the link below to identify the top financial advisory firms.

In the fast-paced world of business, navigating the complexities of wealth management and financialplanning requires strategic foresight and expert guidance. As a leading financial advisory firm, GFHFinancial understands the importance...

In the fast-paced world of business, navigating the complexities of wealth management and financialplanning requires strategic foresight and expert guidance. As a leading financial advisory firm, GFHFinancial understands the importance...

Is Financial Wellness an opportunity for Financial Planning firms to stand out and connect with the next generation of clients? Join BD Director, Tom Hind, as he explores the rise of Financial Wellness and where he thinks it fits into advice propositions in the latest article in Navigating the Future of Wealth Management #ThoughtLeadership #NTFOWM #FinancialPlanning #WealthManagement https://lnkd.in/eG8p3t7H

AnnaMarie Mock, a fee-only Certified Financial Planner™ at Highland Financial Advisors, discusses the dynamic interplay between art and science in financial planning. Drawing inspiration from Leonardo da Vinci's philosophy that "everything connects to everything else," she emphasizes that financial planning is an art involving subjective goal-setting and science driven by objective analysis tools. In this video, Anna explains how the scientific method can be applied to financial planning, using equity compensation as a concrete example. #financialplanning #financialadvisor https://lnkd.in/eR8Rcjad

Congratulations to Class VI Family Office! They were listed by Newsweek as one of America's Top Financial Advisory Firms for 2025. This is a testament to all their hard work and the amazing clients they support. Check out this article to learn more about the award! https://hubs.la/Q02-qgVK0 #ClassVI #FamilyOffice #WealthManagement #Finances https://hubs.la/Q02-pYqL0 Additional disclosures: Newsweek America’s Top Financial Advisory Firms 2025: Awarded November 2024; Data compiled by Plant-A Insights Group and Newsweek based on the time period from 09/01/2019 - 09/01/2024 and the award was published 11/19/2024 (Source: Financial advisories registered with the SEC; https://hubs.la/Q02-q4Nx0). The Newsweek America’s Top Financial Advisory Firms 2025 shortlist is based on being an SEC registered entity for at least 2 years, having a minimum of 3 wealth advisors, and having at least 5 clients along with clean disciplinary records and availability of portfolio management services to individual investors. The shortlisted firms are then analyzed based on asset performance, client performance, adviser expertise and client ratio, breadth of service offerings, and conflicts of interests. Over 15,000 Financial advisories registered with the SEC were analyzed; 750 were named Newsweek America’s Top Financial Advisory Firms 2025. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award. A more thorough disclosure of the criteria used in making these rankings is available by clicking on this link and viewing the end of the site. https://hubs.la/Q02-qgVK0

Financial advisory practices that incorporate comprehensive wealth management and planning services see longer-lasting client relationships, bolster upmarket growth, and manage wealthier clients, according to new research from Cerulli Associates and Osaic, Inc., Financial Planning: Fueling Client and Business Growth.

In honor of April 18th being National Financial Advisor Day, we wanted to take a moment to reflect on the inspiration behind the creation of ARK Financial Wellness.  Our journey began with a vision to provide a more profound, personal, and values-based experience for our clients. We understood that financial planning shouldn't be confined to mere numbers; it should delve deeper into the core of our clients' aspirations and priorities.  As a result, we sought to create a space where conversations about finances were anything but boring, where true planning could help individuals achieve their financial goals while also aligning with their deeper values and aspirations. Our goal is not just to manage finances, but to empower individuals to live life on their own terms, to pursue their passions, and to create a legacy that extends far beyond wealth accumulation. #ARKFinancialWellness #FinancialWellness #FinancialWellbeing #FinancialPlanning #FinancialServices #MidLifeJourney #WorkingMom #MoneyGoals #WomeninFinance #InvestmentManagement #WealthManagement #FinancialSelfCare #NationalFinancialAdvisorDay #FinancialLiteracyMonth #LastingLegacy 

Sounds like a very interesting conversation between former colleague (and co-author of our “No Portfolio is an Island” research!) Philip Straehl and Michael Kitces at the Morningstar conference. I definitely think we need to update financial planning tools to incorporate flexibility when it comes to completing goals (especially for bass fisherman!)… and use better outcomes metrics to provide more realistic guidance to clients. I’ve done some research on this topic (link below) laying out a roadmap about how to implement these concepts. Hoping to see more of these tools in future, but worry not… we’re hot on it! Morningstar article: https://lnkd.in/e_fuhrDh No Portfolio is an Island: https://lnkd.in/eg35Wzmh FAJ Redefining: https://lnkd.in/efc-JA8E

🌍 Happy World Financial Planning Day! 🌍 Today, we join financial professionals worldwide in raising awareness about the immense value of holistic financial planning. At Consolidated Wealth Group, we take great pride in delivering top-quality financial planning advice—a reputation we’ve earned through years of industry recognition and excellence. Our team of highly skilled financial planners has achieved significant success, winning the prestigious Financial Planner of the Year award in 2006, 2009, 2010, and 2016. This competition is renowned for its rigor, with multiple evaluation rounds conducted by an independent panel, ensuring that only the highest standards of advice are recognized. We’ve also been named among the Top 3 Finalists in several other years, showcasing our ongoing commitment to excellence. But what makes financial advice so valuable? The Value of Financial Advice: Research Insights Various studies highlight the long-term benefits of working with a financial advisor. A study by Montmarquette and Viennot-Briot (2019) revealed that households receiving financial advice accumulated 290% more assets over a 15-year period compared to non-advised households. This substantial increase shows that good financial advice helps grow wealth beyond just market returns. Similarly, research by Vanguard found that a holistic financial planning approach could add up to 3% per year to a client’s portfolio—above the returns from market movements (Beta) and the asset manager's skill (Alpha). This value comes from strategic decisions across multiple financial management areas. Another study by Russell Investments demonstrated that behavioral coaching alone—guiding clients to avoid poor financial decisions—adds 2.02% per year to investor returns. When combined with tax planning, rebalancing, and product alignment, the total value could reach as much as 4.83% per year. The Power of the Gamma Approach Research by Morningstar shows that implementing a holistic, or Gamma, approach could potentially add 7.03% per year to a client’s portfolio. Let’s celebrate World Financial Planning Day by committing to smarter, holistic financial decisions that benefit us for the long term. #WorldFinancialPlanningDay #FinancialPlanningWeek #AskACFP #InvestInYourFuture #AwardWinningFinancialPlanners #ConsolidatedWealth #CertifiedFinancialPlanner