Cleveland, Ohio - (July 2025) – We’re excited to announce that Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, President and Founder of Return on Life® Wealth Partners was ranked among the nation’s 2025 Advisors to Watch by AdvisorHub. The 2025 Advisors to Watch ranking selects advisors on the basis of 1) scale and quality of practice, 2) year-over-year growth, and 3) overall professionalism. Fantozzi is ranked #175 of 250 advisors in the 250 Advisors to Watch Under $1 Billion category.*
According to AdvisorHub, a leading industry advocate and news source for financial advisors, the 250 Advisors to Watch Under $1 Billion represent efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
“It’s a great honor to be recognized among my peers in the wealth management industry,” Fantozzi said. “This award is really a testament to the collective hard work of our team members as we seek to help high net worth families and business owners use their wealth to support what brings the greatest meaning and purpose to their lives.”
Fantozzi founded the independent Registered Investment Advisor (RIA) firm headquartered in Brecksville, Ohio, in 1994. For more than three decades, the Return on Life Wealth Partners team has focused on providing each client with the benefit of their diverse perspectives and experience across multiple financial disciplines. The team has broad experience in the areas of wealth accumulation and protection, investment management, business exit planning, executive compensation, estate conservation, charitable giving, retirement, and employee benefits, among others. The firm’s highly personalized Return on Life® approach has enabled the team to build lasting relationships with the high-net-worth families and business owners it serves in Northeast, Ohio and throughout the United States.
About AdvisorHub
AdvisorHub aims to be the financial advisors’ advocate and voice, by providing a definitive source for breaking news, relevant products and services, critical compensation data, and a safe forum to share best practices and growth strategies. AdvisorHub expands upon traditional trade industry coverage. View the full list of 250 Advisors to Watch Under $1 Billion.
About Return on Life Wealth Partners
Return on Life Wealth Partners is an independent Registered Investment Advisor (RIA) founded in 1994 with headquarters in Cleveland, Ohio. The team provides comprehensive wealth planning services to individuals, families, and business owners. By examining clients’ lives before their money, Return on Life® aligns its advice with clients’ values and aims to help clients achieve the milestones that matter most to them. This personalized approach also extends to the institutional and corporate retirement plan services available through 401(k) Prosperity®. For additional information, visit us at ReturnOnLifeWealth.com.
Frank Fantozzi was named a Forbes Best-In-State Wealth Advisor. 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.
The Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team and are not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Neither Return on Life Wealth Partners nor any of its financial advisors or RIA firm pay a fee in exchange for this award/rating. To view the full list, please visit https://www.forbes.com/lists/wealth-management-teams-best-in-state/.
*Nominees of the AdvisorHub 250 Advisors to Watch Under $1 Billion ranking are required to have a minimum of seven years’ experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sublists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.
AdvisorHub, Forbes, SHOOK Research, and Return on Life Wealth Partners are separate, unaffiliated entities.Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-Registered Investment Adviser.For additional information about the firm and our services, see our Disclosure Brochure (Form ADV Part 2) and Customer Relationship Summary (Form CRS) Brochure.
