Activest named to Newsweek’s America’s Top Financial Advisory Firms 2025
We are pleased to share the news of Activest named to Newsweeks Americas Top Financial Advisory Firms 2025. For us, this recognition reflects our commitment to providing personalized financial advisory services that aim to help families plan and build legacies.
Activest named to Newsweeks Americas Top Financial Advisory Firms 2025: what it means to us
In our view, this recognition reflects the hard work and dedication of our team. Every day, our advisors strive to improve our clients’ financial experience from a human perspective.
In addition, this recognition honors us and reinforces our responsibility to the families we serve. As a result, our aim is to remain a trusted partner at every stage of your financial journey.
Why client relationships come first
Our work begins with listening. Before we suggest any plan, we want to understand what matters most to each family. For example, one household may focus on education goals. Another may care most about passing on a business or supporting a cause. Therefore, we shape our advice around those priorities instead of a single template.
Of course, goals change over time. A new child, a career move or a retirement date can shift what a family needs from its plan. In practice, that means we revisit plans with clients as their lives evolve. Meanwhile, we try to explain our thinking in plain language, so each decision feels clear.
We also believe good advice depends on trust. Families share personal details with us, and we take that responsibility seriously. For this reason, our advisors aim to be open about how we work and what we recommend. Above all, we want every client to feel heard, informed and respected.
How to read a list like this
Rankings can be a useful starting point. However, no list can tell you whether a particular firm fits your own situation. Newsweek sets the criteria for its list, and those criteria may differ from the factors you care about most. In other words, a recognition like this is one data point, not a final answer.
Instead, we encourage families to ask direct questions of any advisor they consider. For instance, you might ask how the firm earns its fees. Next, you could ask how often the firm communicates and who will handle your account day to day. Finally, consider whether the advisor’s approach matches your goals and values.
These questions apply to us as well. We welcome them, and we are glad to walk you through our answers in detail.
What Activest named to Newsweek’s America’s Top Financial Advisory Firms 2025 means for clients
For current clients, we intend to keep the day-to-day experience you know. Your advisor remains your first point of contact. In addition, our team will continue to focus on the planning work you rely on.
Most importantly, we see the news of Activest named to Newsweeks Americas Top Financial Advisory Firms 2025 as a reason to hold ourselves to a higher standard. It is not a reason to slow down. As a result, we will keep looking for ways to make our service more personal and more useful to the families we serve.
If you have questions about your plan or about this recognition, we welcome the conversation. You can reach out to your advisor at any time.
Looking ahead together
Every family we work with has its own story, and we feel fortunate to play a part in so many of them. Fortunately, the core of our work stays simple: listen closely, plan carefully and communicate clearly.
Finally, thank you for being part of this journey and for standing with us.
Important information about this recognition
Newsweek publishes the America’s Top Financial Advisory Firms list and determines its methodology. This recognition does not guarantee future investment results. Moreover, it does not reflect the experience of any individual client. In other words, a ranking is not an endorsement of Activest by any client. Please contact us for details on the criteria and data period behind this recognition and on any fees related to it.
