Amy Braun-Bostich Named to Forbes' 2024 Best-In-State List of Top Women Wealth Advisors
Amy Braun-Bostich, Founding Partner and CEO of Braun-Bostich & Associates, an SEC Registered Investment Advisor and comprehensive financial planning firm located in greater Pittsburgh, was named to the 2024 list of America's Top Women Wealth Advisors by Forbes.
In Forbes' eighth annual Top Women Wealth Advisors list, which included 1,991 women advisors from across the country, Braun-Bostich ranked #27 in the state of Pennsylvania. This is the third consecutive year that Braun-Bostich was included in this prestigious ?Best-In-State' list.
"I'm honored to be named as one of the top women wealth advisors in Pennsylvania for the third year in a row," said Amy Braun-Bostich, MSFP, CFP®, CFS®, APMA®, CLTC®. "We work hard every day to bring value to our clients' lives, and this listing further validates the work we've been doing to help our clients reach their financial and life goals."
Braun-Bostich and her team of expert associates, with over $200M assets under management (AUM), deliver a range of wealth management solutions to high-net-worth individuals, families, and businesses in order to help them meet their goals and optimize their financial life. Focused on securing the wellbeing of clients and their loved ones for years to come, the team creates strategies designed for their clients' unique needs, helping develop a roadmap to financial independence.
QUALITATIVE RANKINGS OF INDUSTRY ROLE MODELS
Forbes' rankings, developed by SHOOK Research, are the only advisor rankings with a focus on quality, including surveying and interviewing advisors in-person and virtually. Rankings are based on an algorithm of qualitative data collected through these surveys and interviews to evaluate best practices, level of service, investing models, and compliance records, as well as quantitative data such as revenue trends and AUM.
SHOOK Research prides itself on recognizing the most outstanding financial advisors in the business and creating rankings of role models ? advisors that are leading the way in offering best practices and providing a high-quality experience for clients. Unlike other advisor rankings, SHOOK is not a "robo-ranker" and is completely independent and objective ? they do not receive compensation from financial advisors, their firms, or the media in exchange for rankings. They believe that production and asset numbers don't tell the whole story and that a focus on both qualitative and quantitative factors is imperative.
To see the full list of Forbes' 2024 Top Women Best-In-State Wealth Advisors, please click here. To see Braun-Bostich's Forbes profile with previous rankings and assets summary, please click here.
EDUCATIONAL RESOURCES FOR INVESTORS, TAXPAYERS, AND TRAVELERS
To provide resources and insights for their clients and the general public, Braun-Bostich & Associates regularly releases educational blog posts on the firm's website and podcast episodes through the firm's ?Intentional Wealth' podcast.
The latest blog post, titled ?How to Get Tax Savings on Charitable Contributions', provides information on qualified charitable deductions from an IRA, as well as tips for getting tax savings on charitable contributions ? a pertinent topic as taxpayers are in the midst of completing 2023 tax returns.
The latest podcast episode features guest expert and travel planner Grace Cheng Braun of Destinations with Grace. As travel season swings into full gear, Cheng Braun and host Amy Braun-Bostich discuss tips for travel planning, including budgeting, choosing a destination, types of trips, and more.
Previous podcast episodes cover a variety of financial planning topics, including investment strategies and market insights, elder care planning, college planning, estate planning, tax planning, cybersecurity, and more. To access all ?Intentional Wealth' podcast episodes, please click here.
To access all educational blog posts, please click here. For other educational resources, including an eBook on ?Creating a Life from Intention', topical articles, videos, and more, please click here.
ABOUT BRAUN-BOSTICH & ASSOCIATES
Braun-Bostich & Associates is a comprehensive financial planning firm and Registered Investment Advisor based in Canonsburg, PA, delivering a range of wealth management solutions to high-net-worth individuals, families, and businesses in order to help them meet their goals and optimize their financial life. Founded by Amy Braun-Bostich, CEO and Founding Partner, Braun-Bostich & Associates is focused on securing the wellbeing of clients and their loved ones for years to come. By creating strategies designed for their clients' unique needs, they help develop a roadmap to financial independence. Learn more at www.Braun-Bostich.com.
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