Wealth Management Press Room
Awards, recognitions, and media mentions
It’s true — We’re known for our industry expertise and exceptional client service. But don’t just take our word for it. We’re honored to receive a number of awards and recognitions every year. Our team is also frequently mentioned in publications like the Wall Street Journal, CNBC, and more. Find our list of awards, recognitions, and media mentions here. View award disclosures.
Wealth Management news and awards
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Personal financial considerations for waste and recycling owners preparing for a sale
David Stahl shares how waste and recycling business owners have important personal financial decisions to make as they prepare to sell their businesses.
Forging a personal wealth plan: What metal construction business owners need to know now
David Stahl shares how metal construction business owners are facing rising deal activity and economic pressures.
PMFA recognized as a Top RIA Firm by Barron’s for 10th consecutive year
Plante Moran Financial Advisors has ranked No. 26 on Barron’s list of Top 100 Registered Investment Advisor Firms for 2025.
Rate cuts create opportunities for estate planners to provide holistic guidance
Cheri Stein shares how rate cuts from the Fed can create opportunities for estate planning.
PMFA ranks No. 2 on Accounting Today’s 2025 Top Firms by AUM list
Plante Moran Financial Advisors ranks No. 2 on Accounting Today’s annual ranking of CPA firms by assets under management.
3 ways fleet ownership can smooth out business transitions
David Stahl shares 3 personal wealth planning steps one should take prior to the sale of their fleet business.
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