Dec 12, 2024 - SAX Wealth Advisors named to Newsweek’s List of Top Financial Advisory Firms for 2025
Recognition Highlights Firm’s Commitment to Excellence and Client Service
December 12, 2024 – Parsippany, NJ – SAX Wealth Advisors, an independent registered investment advisor and wholly owned subsidiary of SAX LLP, today announced its inclusion in Newsweek’s list of the Top Financial Advisory Firms for 2025. We believe the recognition underscores the firm’s commitment to offering clients strategic, long-term financial and estate planning built on trust, integrity, and meaningful relationships.
“We are truly honored to be recognized by Newsweek as one of the top financial advisory firms for 2025. This accolade reflects the hard work and dedication of our entire team, who strive every day to be our clients’ most valued and trusted advisor,” said Kyle Stawicki, Managing Partner at SAX Wealth Advisors. “We feel our depth of expertise and resources allow us the ability to offer high-quality services driven by our clients’ objectives and expectations, and we are thrilled to be recognized for this.”
SAX Wealth Advisors aims to consistently demonstrate an unwavering dedication to excellence, combining deep industry expertise with a steadfast commitment, striving for exceptional client service. In our opinion, being named to Newsweek’s list is a testament to the firm’s dedication to high standards, expertise, and the trust placed in it by clients and the financial community alike.
The Top Financial Advisory Firms list, which is released in November by Newsweek and Plant-A Insights Group, is developed with the goal of helping investors make informed, confident financial decisions. The list’s scoring model evaluates growth in assets under management, both short-term (September 2024 vs. September 2023) and long-term (CAGR September 2019 to September 2024); short- and long-term measurements of client base growth or shrinkage; the credentialed expertise of each firm as well as their client-to-adviser ratio; the breadth of other wealth advisory services offered such as financial planning and pension consulting; and a review of conflicts of interest.
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About SAX Wealth Advisors LLC
SAX Wealth Advisors is an independent registered investment advisor offering financial services built on integrity and meaningful client relationships. The firm is recognized by the National Association of Personal Financial Advisors (NAPFA) as a fee-only firm and has offices in Parsippany, NJ, Ewing, NJ, New York City, NY, Londonderry, NH, and Concord, MA. The firm offers customized investment and financial solutions for individual wealth management in addition to employer retirement plans. SAX Wealth Advisors is a wholly owned subsidiary of SAX LLP. For more information, visit www.SAXwa.com.
About SAX LLP
SAX LLP is a Top 100* accounting, tax, and advisory firm serving the needs of privately held companies, family-owned businesses, nonprofit organizations, and high-net-worth individuals. With offices in Parsippany, NJ, Ewing, NJ, New York City, NY, and Mumbai, India, SAX has expertise intended to benefit clients in our largest vertical markets. SAX can offer added value to clients through advisory services that may include but are not limited to Cybersecurity and Managed IT, Investment Banking, Transaction Advisory, HR Consulting, Valuation, Forensic & Litigation and Wealth Management. SAX has been nationally ranked and listed among the Top Accounting Firms by NJBIZ, INSIDE Public Accounting (IPA), Accounting Today and Forbes. For more information, please visit www.SAXllp.com.
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Disclosures
Working with a ranked advisor should be evaluated properly and has no correlation to investment results nor does it ensure that a client or prospective client will experience a higher level of performance or results. Third-party rankings are no guarantee of future investment success or performance. This ranking is conducted by a third-party provider and not meant to serve as an endorsement for SAX Wealth Advisors. Rankings should not be considered an endorsement of a wealth manager by any client nor are they representative of any one client’s evaluation. Provided for informational purposes only.
The content herein is for information purposes only and developed from sources believed to be providing accurate information. We make no representations as to its accuracy or completeness. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for services or the purchase or sale of any security.
Opinions expressed herein are solely those of the individual and may not be representative of SAX Wealth Advisors. Advisory services are offered by SAX Wealth Advisors, an SEC [1] Registered Investment Advisor.
Accounting Today’s 2024 Top 100 Firms and Accounting’s Regional Leaders
The 2024 Top 100 Firms list is compiled by Accounting Today and obtains its data by conducting an annual nationwide survey of national and regional accounting firms. These rankings offer in-depth benchmarking data, as well as strategies and advice from applying firms. The 2024 rankings are based on 2023 net revenue and were released on April 5, 2024. No third parties were involved, no compensation was provided to any participant nor was a subscription required to participate.
[1] Registration with the SEC or any state securities authority does not imply a certain level of skill or training.