InvestmentNews Honors Outstanding Financial Planners in the Class of 2025
April 14, 2025 — By Leo Almazora
As the financial advisory landscape continues to evolve amidst a looming talent shortage and increasing client demands, InvestmentNews is proud to recognize ten exemplary financial planners across the United States in its 2025 Five-Star Financial Planners Special Report. Highlighting professionals who blend integrity and dedication with advanced financial expertise, this year’s honorees represent a critical resource for individuals navigating complex financial landscapes.
Meeting the Challenge of a Growing Demand
The need for holistic financial advice is more pronounced than ever, with a McKinsey & Company report predicting a potential shortage of 100,000 financial advisors in the next decade. Simultaneously, affluent households—specifically those possessing $500,000 or more in investable assets—are projected to grow at an annual rate of 4 to 5 percent, significantly outpacing the general population. This dual landscape creates an urgent demand for skilled financial planners capable of managing intricate financial situations.
“We don’t just create a one-time plan; we stress-test it against multiple what-if scenarios,” noted Scott Van Den Berg from Century Management in Texas, one of the recognized professionals. His firm places emphasis on understanding the unique needs of retirees, small business owners, and individuals, illustrating the dedicated and personalized approach that clients now expect.
The Rising Importance of Comprehensive Advice
A shift has emerged among investors who are increasingly seeking comprehensive, values-based financial guidance. According to McKinsey, the number of clients looking for holistic financial advice surged from 29 percent in 2018 to an impressive 52 percent in 2023. This growing trend underscores the need for financial advisors who can address the complexities of family wealth—similar to managing multi-layered corporate structures.
“The balance sheets of high-net-worth families are often more complex than those of multinational corporations,” explained Robert Westley of Northern Trust. His acknowledgment of the intellectual challenge in managing such intricacies reflects the evolving role of financial advisors.
A Growth in Qualified Professionals
Fortunately, the financial planning field is witnessing an influx of new talent. The number of Certified Financial Planner (CFP) professionals in the U.S. has increased by 6,500 in 2024 alone, bringing the total to over 103,000, according to the CFP Board. This is a positive sign that the industry is attracting individuals with a broad array of expertise, even if their paths to the profession vary.
Eileen Allgrove of Fiducient Advisors, for instance, transitioned from a legal background to wealth management. Her experiences in law have instilled a deep understanding of client anxieties surrounding financial matters: “That initial lack of a finance background helped me learn how it felt to be intimidated and then take steps to acquire the necessary knowledge," she stated. Allgrove emphasizes the importance of communication and understanding among family members in achieving successful financial transitions.
Recognizing Excellence in Financial Planning
The 2025 Five-Star Financial Planners report celebrates ten individuals who excel not only in their professional qualifications but also in their commitment to providing tailored financial solutions that align with their clients’ life goals. The honored advisors include:
- John Benton, Chartered Financial Services
- Robert Westley, Northern Trust
- Timothy B. O’Neill, Berthold Capital
- Assunta ‘Susie’ McLane, Summit Place Financial Advisors
- Danica Goshert, Integrated Equity Management
- Eileen Allgrove, Fiducient Advisors
- John R. Calvert, III, Socium Advisors | Northwestern Mutual Wealth Management Company
- Nicholas Breit, Fiducient Advisors
- Nichole Raftopoulos, Nvest Financial
- Scott Van Den Berg, Century Management Financial Advisors
These professionals are acknowledged not just for their credentials but for the valuable and meaningful financial outcomes they deliver to clients.
Conclusion
Congratulations to the 2025 Five-Star Financial Planners for their exemplary contributions to the field. As they help shape the future of financial advisory services, their dedication signifies an inspiring shift toward a more client-centered approach, particularly vital in a market demanding holistic financial guidance.
To learn more about the top financial planners in the U.S. in 2025, please click [here].
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