June 2025 | Finance Desk
In a year marked by economic volatility and shifting investor sentiment, a select group of financial advisors has emerged as the gold standard in wealth management. Based on reputable rankings and public industry recognition, these top 10 advisors have demonstrated exceptional expertise, trustworthiness, and client success.
These professionals are not only helping individuals build wealth — they’re shaping the future of financial planning across the country.
🌟 Meet the Top 10 Financial Advisors of 2024
1. John R. Benton, Jr.
Firm: Chartered Financial Services (Prudential Financial Planning Services)
Location: Massachusetts
With decades of experience, John Benton is known for creating tailored financial solutions for high-net-worth individuals and business owners. His firm focuses on estate planning, risk management, and retirement strategies.
2. Robert Westley, CPA/PFS, CFP®
Firm: Northern Trust
Location: New York
Recognized for his deep tax and estate planning knowledge, Robert serves clients with complex financial portfolios. His holistic planning approach has earned him multiple accolades.
3. Timothy B. O’Neill
Firm: Berthold Capital, LLC
Location: Texas
Founder of Berthold Capital, O’Neill brings over 20 years of investment and advisory experience, especially in private equity and small business transition planning.
4. Assunta “Susie” McLane, CFP®, MBA
Firm: Summit Place Financial Advisors
Location: New Jersey
Susie McLane is widely respected for her work with multi-generational families and women in transition. Her leadership in financial literacy initiatives sets her apart.
5. Danica Goshert, CFP®, AIF®, MBA
Firm: Integrated Equity Management
Location: California
With an emphasis on ethical investing and fiduciary care, Danica helps clients align financial growth with their values. Her commitment to education and transparency is well known.
6. Eileen Allgrove, JD, MST, CFP®
Firm: Fiducient Advisors
Location: Connecticut
Eileen combines legal, tax, and financial planning expertise, serving both individuals and institutions. Her strategic thinking and client focus have made her a standout.
7. John R. Calvert III, CFP®, CEPA®, CLU®, ChFC®
Firm: Socium Advisors (Northwestern Mutual Wealth Management)
Location: Georgia
A trusted name in succession planning and executive benefits, Calvert leads a team that advises entrepreneurs and business owners nationwide.
8. Nicholas Breit, CFA, CFP®
Firm: Fiducient Advisors
Location: Illinois
Nicholas serves clients ranging from tech founders to medical professionals. His analytical skillset and forward-thinking strategies have earned him widespread recognition.
9. Nichole Raftopoulos
Firm: Nvest Financial
Location: Maine
Known for her hands-on approach, Nichole offers personal, community-based financial planning. Her appearance on top advisor lists has been consistent over the years.
10. Scott Van Den Berg
Firm: Century Management Financial Advisors
Location: Texas
With a deep background in investment research, Scott helps clients navigate market cycles with confidence. His firm is known for its disciplined, value-based approach.
đź’¬ Final Word
These financial planners stand out not just for the numbers they manage, but for the lives they help transform. Whether you’re just starting to build your portfolio or planning for retirement, working with a top-tier advisor can make all the difference.
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