USA Today ranks Sensible Money
#35 on its list of the 500 best financial advisory firms for
2024.
SCOTTSDALE, Ariz., May 9, 2024
/PRNewswire-PRWeb/ -- Sensible Money (sensiblemoney.com), a
professional services firm which helps clients transition out of
the workforce into a financially secure retirement, has been named
by USA Today to its prestigious
list of Best Financial Advisory Firms for 2024. The ranking from
Gannett Group's flagship publication is powered by data from
marketing research firm Statista. It highlights 500 of the
country's nearly 33,000 registered financial advisor (RIA) firms as
the cream of the crop.
People recommend businesses they trust and
respect, and we're honored that so many individuals view our team
that way and rely on our expertise.
Sensible Money came in at #35 on the list, putting it in the top
7% of firms nationwide.
"We're thrilled to be on this exclusive list of RIAs, which is
developed based on two criteria—a quantitative measure (growth of
assets under management) and a qualitative one (client and peer
recommendations)," said Sensible Money Founder & CEO
Dana Anspach. "The second variable
in that equation is critically important to us, as it reflects our
commitment to prioritizing clients' best interests. People
recommend businesses they trust and respect, and we're honored that
so many individuals view our team that way and rely on our
expertise. It's especially gratifying since we focus on helping
people make the transition to retirement—a high-stakes move
affecting their life savings that requires expert guidance."
Sensible Money helps clients design portfolios tailored to their
retirement income needs. The firm has approximately $500 million in assets under management.
"Being recognized as a leader by any individual or entity is
noteworthy," said COO David
Schoenecker, "But the USA
Today list of top financial advisory firms is one with particularly
stringent criteria. It's not another of the countless 'pay-to-play'
programs that, frankly, lack integrity and have muddied the waters
for people seeking a trustworthy RIA they can turn to for sound
financial advice. The publication's assessment of a firm's status
in the industry is fact-based, fair, and informative."
"Ultimately, I believe we've been successful in helping our
clients achieve their financial goals because we 'know our why,' so
to speak," Anspach adds. "I created this business because I truly
felt called to help upcoming retirees enter their next phase with
confidence. I regularly decline offers from other firms wanting to
acquire or merge with us because, like everyone at Sensible Money,
I love what I do."
About Sensible Money
Sensible Money provides tailored strategies and guidance to
clients looking for the best ways to leverage their resources to
enjoy financial freedom in retirement. Founded in 2011 by CFP®,
RMA®, and Kolbe Certified™ financial expert Dana Anspach and headquartered in Scottsdale, Arizona, the firm has a team of
highly trained and experienced financial planners and support staff
that serve a long and growing list of satisfied clients.
Media Contact
David Schoenecker, Sensible
Money, 1 (480) 719-7290, david@sensiblemoney.com,
https://www.sensiblemoney.com/
Twitter, LinkedIn
View original content to download
multimedia:https://www.prweb.com/releases/sensible-money-in-top-7-of-usa-todays-best-financial-advisory-firms-for-2024-302140442.html
SOURCE Sensible Money