We are proud to announce that Andrew Altfest and Karen Altfest have once again been recognized on the prestigious Forbes Best-in-State Wealth Advisors list.

This honor reflects their continued dedication to delivering thoughtful, client-centered financial advice and reinforces Altfest Personal Wealth Management’s long-standing commitment to excellence.

A Recognition That Reflects Consistency and Care

The Forbes Best-in-State Wealth Advisors list, developed in partnership with SHOOK Research, highlights advisors who demonstrate a high level of professionalism, integrity, and success in serving their clients.

Andrew and Karen’s inclusion is not a one-time achievement, it is the result of decades of disciplined work, strong client relationships, and a philosophy grounded in putting clients first.

At Altfest, that means:

• Acting as a fee-only fiduciary, always putting client interests ahead of our own
• Providing integrated financial planning and investment management
• Delivering advice that is objective, personalized, and long-term focused

Leadership Across Generations

As a second-generation leader of the firm, Andrew Altfest continues to build on the foundation established by Karen Altfest, a pioneer in the financial planning profession.

Together, they bring a powerful combination of experience and forward-thinking perspective:

• Karen’s decades of insight helping families navigate complex financial lives
• Andrew’s leadership in evolving the firm’s investment strategies and planning capabilities for today’s environment

This blend ensures clients benefit from both time-tested wisdom and modern innovation.

What This Means for Our Clients

While industry recognition is meaningful, what matters most is how it translates into real outcomes for clients.

This recognition underscores our commitment to:

• Helping clients grow and protect their wealth through changing markets
• Identifying opportunities for tax efficiency, estate planning, and long-term security
• Providing clarity and confidence during both strong markets and periods of uncertainty

In a world filled with financial noise, our role is to help clients stay focused on what truly matters; a disciplined plan built to last.  Awards like the Forbes Best-in-State recognition are a reflection of the trust our clients place in us every day.

We don’t take that lightly.

Our mission remains the same: to provide independent, objective advice that helps individuals and families make smarter financial decisions and achieve lasting success.

Connect With Our Team

If you’re looking for a more structured, thoughtful approach to managing your financial life, we invite you to connect with our team.

Request a complimentary consultation to learn how a disciplined financial plan, paired with active investment management, can help you move forward with confidence.

 

 

Forbes’ top advisor rankings, developed by SHOOK Research, are the only advisor rankings with a focus on quality, including interviewing advisors in-person, virtually and by telephone. 

Unlike other advisor rankings, SHOOK is not a “robo-ranker.” Numbers such as production and assets don’t tell the whole story, especially when much of the data is self-reported. SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on both qualitative and quantitative factors is imperative.

Read the entire methodology on their website…

Methodology: 2026 Best In State Advisors

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.