Awards & Accolades

Recognized by the best

We’re honored to be recognized by industry peers and the media for our outstanding service to clients.

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Barron's

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Financial Advisor Magazine

USA Today Best Financial Advisory Firms 2026

USA Today

Barron's: Awarded 9/11/26 for the period 6/30/25-6/30/26.

Financial Advisor Magazine: Awarded July 2026 for data as of December 31, 2025.

USA Today: Awarded 4/15/26 for the five-year period ending January 2026. Paid for logo use.

Firm Awards & Recognition

It’s our people and our team-based approach to financial planning that make us unique. That’s why we’re particularly proud of these industry accolades.

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  1. Awarded 9/11/26 for the period 6/30/25-6/30/26.
  2. Awarded 8/7/26 for the ranking year 2026.
  3. Awarded July 2026 for data as of December 31, 2025.
  4. Awarded 4/26/26 for the ranking year 2026.
  5. Awarded 4/15/26 for the five-year period ending January 2026. Paid for logo use.

Advisor & Leadership Awards

Advisor teams and individuals, recognized for outstanding service to our clients.

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  1. Awarded 10/28/26 for the ranking year 2026.
  2. Awarded 9/26/26 for the period September 2026-September 2027.
  3. Awarded 9/1/26 for the period 11/14/25 - 6/10/26.
  4. Awarded 8/11/26 for the period 3/31/25-3/31/26.
  5. Awarded 7/21/26 for the period March 2025-March 2026.

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 strategy, 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.

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About us

Behind every plan, a firm you can trust

Financial planning works best when it’s personal – rooted in trust, teamwork, and a genuinecommitment to building your future. 

“The service and support we’ve received over the years has been superb. You’re not only a financial advisor but so much more. I’ve already recommended at least four co-workers over the past 10 years.”

– Mark & Sharon K.

Current clients. No compensation was given for this testimony.

98%*

Client Asset Retention Rate

“We have had a very positive experience over the past 15 years. The team has been very timely in responding to our questions, they have provided excellent advice to us and have been available whenever we have an urgent need for an answer regarding our investments. We trust the entire team so much that we referred our daughter and son-in-law to them.”

– Jerry & Cindy S. 

“I retired last year, and I was very nervous about it, but my advisor assured me that based on his guidance and what I did leading up to my retirement, I would be okay. I now have a better understanding and feel comfortable as I move forward with my retirement.”

– Wayne F.

“My advisors have been very helpful in answering questions about investments and taking into consideration what the tax ramifications would be. We’ve had conversations with my children, my accountant (in another state, and my attorney. I feel like they’re a good backup for me as I get order.”

– Kathy H.

*Annual asset retention rate for 2025. All testimonials are from current clients. No compensation was given for this testimony.

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.

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