Greg Giardino, CFP®, CPWA®, Vice President and Financial Advisor on the Atlas Team at Wealth Enhancement, has been named to InvestmentNews’ 2026 ranking of 5-Star Financial Planners. This list recognizes the top financial planners who distinguish themselves from their peers by building deep personal relationships with clients and offering behavioral finance coaching, complemented by consistent, proactive communication.
As a fiduciary and fee-only financial planner, Greg specializes in helping high-net-worth families protect and harness significant wealth, while focusing on tax-smart planning strategies. He has firsthand experience with business exit strategy and execution, commercial real estate sales, and inheritance planning.
Greg is also involved in the financial planning community and his local community, serving as a board member of the Financial Planning Association of NJ and a board member of the Greater Pascack Valley Chamber of Commerce.
About InvestmentNews
InvestmentNews’ mission is to be the leading source of news, analysis and insights for financial advisors and wealth-management professionals. They are dedicated to providing timely and accurate information that helps their audience make informed decisions, stay ahead of industry trends, and grow their businesses.
InvestmentNews strives to be a catalyst for growth and positive change in the wealth management industry and to inspire the next generation of financial advisors.
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide tailored financial plans and investment management services to serve the unique needs of our clients from over 182 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Awarded 4/23/26 for the ranking year 2026.
