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4 Philadelphia Financial Advisors Named 2022 Five Star Wealth Managers

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Wealth Enhancement Group has announced that four financial advisors from their Philadelphia-area offices received the 2022 Five Star Wealth Manager award.*

Five Star Professional conducts thorough research to help consumers with the decision of selecting a service professional in their area. The Five Star Wealth Manager award program is the most widely published and largest award program for the financial services industry in the U.S. They have partnered with Philadelphia Magazine to honor these professionals and recognize their achievements.

Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “It is an honor to add four of our Philadelphia-based financial advisors to the growing list of 2022 Five Star Wealth Manager awardees across the country. This recognition is truly a reflection of the lasting relationships our advisors build with their clients.”

2022 Philadelphia Five Star Wealth Manager award recipients are:

About the Research Process

Candidates for the award are judged on ten eligibility and evaluation criteria that are associated with providing quality services to clients. These criteria include industry credentials, experience and assets under management, number of households served, among other factors. While 3,604 award candidates in the Philadelphia area were considered for the Five Star Wealth Manager award, only 8% of the award candidates were named 2022 Five Star Wealth Managers.

This award was issued on November 1, 2022 by Five Star Professional for the time period of February 21, 2022 through August 19, 2022. Professionals do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Wealth managers are defined as the individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan. The Five Star award is not indicative of a professional’s future performance and may not be representative of any one client’s experience.

About Wealth Enhancement Group

Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based experience and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com.

Contact information:

Joanna Ehresman, SVP, Corporate Communications & Advisor Enablement

jehresman@wealthenhancement.com

*Awarded 11/01/22 for the period of 2/21/22 - 8/19/22. Awarded 11/01/21 for the period of 1/18/21 - 9/03/21. Awarded 11/01/20 for the period of 2/10/20 - 9/11/20. Awarded 11/01/17 for the period of 1/20/17 - 9/08/17. Awarded 10/01/16 for the period of 3/05/16 - 10/01/16. Awarded 10/01/13 for the period of 3/05/13 - 9/09/13.

 

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