Lisa (Bodine) Policare of Penn Wealth Planning was recently ranked No. 43 in Pennsylvania in the 2020 Best-In-State Wealth Advisors list published by Forbes.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20200225005015/en/
Lisa (Bodine) Policare, MBA Partner and Financial Advisor Penn Wealth Planning, New Hope, PA (Photo: Business Wire)
According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.
“This recognition is a testament to Lisa’s commitment to providing personalized financial advice that helps clients reach their long-term financial goals,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “With increasing demand for advice from a trusted financial advisor, we applaud Lisa for raising the bar in our industry and demonstrating the value of the independent model to build valued and lasting relationships with clients. On behalf of LPL, I thank her for the work she does in support of her clients.”
Lisa has been providing financial services to clients in Pennsylvania for over 20 years. Along with her team at Penn Wealth Planning, Lisa provides a full range of financial services, including retirement and financial planning, individual investment management and insurance services.
About Penn Wealth Planning, LLC: Penn Wealth Planning is an independent wealth management firm. Our independence enables us to focus on your best interests at all times. We take the time to learn about you, your goals and objectives before making recommendations. This allows us to deliver a truly personal strategy customized for your needs. These are just a few of the considerations that differentiate Penn Wealth Planning and contribute to our unparalleled reputation for developing meaningful, long-term client relationships built on trust.
About LPL Financial: LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Based on total revenues, Financial Planning magazine, June 1996-2019
LPL Financial, Forbes magazine and Penn Wealth Planning, LLC are all separate entities. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Securities offered through LPL Financial, member of FINRA/SIPC.
View source version on businesswire.com: https://www.businesswire.com/news/home/20200225005015/en/
Contacts:
Penn Wealth Planning
Phone: (215) 862-7080
Fax: (215) 862-7084
