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Wealth Enhancement Advisory Services Named on Forbes’ 2024 List of America’s Top RIA Firms

*Awarded in October of the ranking year for the one-year period ending March 31st of the same year.  

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Our advisors and specialists are available for interviews upon request. For media inquiries, reach out to our media team at publicrelations@wealthenhancement.com.

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Dustin Smith, with Wealth Enhancement Group, shares some advice for talking to kids about money, at the various stages of their development. 
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Investing isn’t supposed to be exciting, and if it is, Dustin Smith from Wealth Enhancement Group says you might be taking too much risk.
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Wealth Enhancement’s Chief Strategy Officer, Jim Cahn, has been named a finalist for M&A Leader of the Year in the Wealth Management 2025 Industry Award (the “Wealthies”) in the category of “Individual RIA Firm Leaders (AUM More Than $20 Billion).” 
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Wealth Enhancement is proud to announce its inclusion on USA Today’s prestigious 2025 list of Best Financial Advisory Firms and was ranked: 
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Wealth Enhancement has announced that five of its financial advisors have been named to Forbes 2025 ranking of Top Women Wealth Advisors Best-in-State.  

About Wealth Enhancement

Wealth Enhancement offers integrated financial planning grounded in clear, detailed advice. With local offices around the country, your advisor is backed by a network of specialists who can support your financial needs, no matter how complex. This is because we also provide estate planning, tax services, investment management, insurance consultancy, and retirement income planning, as well as business consulting services. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and detailed planning. Our financial plans are crafted with care, tailored with compassion, and built to handle what life brings.