Cleveland, Ohio - (January 2025) – Return on Life® Wealth Partners is pleased to announce that it has been named to the annual Forbes list of Best-in-State Wealth Management Teams* for 2025. Ranking 89 out of 179 for the state of Ohio, this marks the second consecutive year the team has received this prestigious honor.
“Being recognized as a Best-In-State Wealth Management Team not only differentiates our team among our industry peers, but attests to the high standards individual team members bring to each client interaction,” said Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. “This is a testament to our team’s enduring commitment to help each of our clients use their wealth to support what brings the greatest meaning and purpose to their lives.”
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, enabling 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.
Fantozzi and Wealth Advisor, Cynthia Yang, CFA®, CAIA®, CIPM, will attend the 2025 Forbes/ SHOOK Top Teams Summit in Miami Beach, Florida in March.
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.
*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/.
Forbes, SHOOK Research, and Return on Life Wealth Partners are separate, unaffiliated entities.
Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.
For additional information about the firm and our services, see our Disclosure Brochure (Form ADV Part 2) and Customer Relationship Summary (Form CRS) Brochure.
