Plant-A Insights Group’s Post

Plant-A Insights, in partnership with Newsweek, is thrilled to recognize Naples Global Advisors, LLC as one of America’s Top Financial Advisory Firms for 2025. With remarkable short- and long-term asset performance, a dedication to exceptional client care, and a broad array of services, they have firmly established themselves as leaders in the industry. Finding a financial advisor who pairs deep expertise with a client-first mindset is no small task. That’s why America’s Top Financial Advisory Firms for 2025 is so impactful—it recognizes the top 750 firms from over 15,000 SEC-registered advisories, focusing on what truly matters in this industry. This recognition isn’t just a badge of honor; it’s a reflection of hard work, integrity, and a commitment to excellence. See the full rankings here: https://lnkd.in/gUwUVAY4 Dive into the award methodology: https://lnkd.in/g6KnZJvX Michael Morris Kerry Geroy John Suddeth Sara Perkins Greg Debski, CFA Wyatt Russo, CFA #TopAdvisoryFirms2025, #FinancialExcellence, #TrustedAdvisors

We are thrilled to announce that Trevor Wilde, AIF®, MBA, Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

We are thrilled to announce that Trevor Wilde, AIF®, MBA, Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

We are thrilled to announce that Trevor Wilde, AIF®, MBA, our Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

We are thrilled to announce that Trevor Wilde, AIF®, MBA, our Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

In early 2024, CFOs faced the dual challenge of fostering growth and stability within their organizations. They worked to maintain financial health, manage inflation, and optimize internal operations while driving business expansion and embracing new technology. Learn more about the key responsibilities and priorities of Fortune 500 CFOs in Altrata's new report 2024 Spotlight: CFOs in the US - https://bit.ly/3WScjCu

EB5 Investors Magazine recognizes Baker Tilly Managers Warren Oakes and Terri Goforth. Warren is honored as a top business plan writer, and Terri as a top EB-5 economist. The magazine highlights 5 professionals in each field. 🎉Congratulations, Warren and Terri!

We are thrilled to announce that Trevor Wilde, our Chief Executive Officer at Wilde Wealth, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

I’m happy to share we ranked in the Financial Times’ prestigious UK Leading Management Consultants list for the 4th year in a row! 🥉 In this year’s list, we received bronze for our work in the Consumer Goods & Retail, Financial Institutions & Services, Healthcare, Life Sciences, Public & Social, and Travel, Transportation & Logistics industries. Since inclusion in the list is based on how often our clients and peers recommended us, it truly is an honor ❤️ You can learn more over in our Newsroom. #UKLeadingManagementConsultants #FinancialTimes

I’m happy to share we ranked in the Financial Times’ prestigious UK Leading Management Consultants list for the 4th year in a row! 🥉 In this year’s list, we received bronze for our work in the Consumer Goods & Retail, Financial Institutions & Services, Healthcare, Life Sciences, Public & Social, and Travel, Transportation & Logistics industries. Since inclusion in the list is based on how often our clients and peers recommended us, it truly is an honor ❤️ You can learn more over in our Newsroom. #UKLeadingManagementConsultants #FinancialTimes