This year, Barron’s magazine has recognized Lew Altfest, Founder and CEO of Altfest Personal Wealth Management, to two different lists of Top US Financial Advisors.  Over the years, Lew’s steadfast dedication to his clients has garnered him many acknowledgements from the Barron’s staff.

Lew Altfest has always been a pioneer in the financial advisory industry.  He was a founding member of the National Association of Personal Financial Advisors (NAPFA), which was built to champion a fee-only fiduciary approach to financial advising.

For more than 40 years Lew has led by example and built a legacy of fiduciary excellence that is shared by every member of the firm.  By putting the best interests of the client front and center in all decisions, Altfest has created an environment that excels at supporting clients and team members alike.

See the Altfest Difference for yourself.  Schedule a no-cost complimentary consultation with our team.

Barron’s America’s Top 100 Independent Wealth Advisors is based on AUM, revenue generated by advisors for their firm, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100- plus points of data provided by the advisors. There is no fee to participate.

Barron’s state-by-state listing of America’s Top 1,200 Financial Advisors lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The rankings are based on AUM, revenue generated by advisors for their firm, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. There is no fee to participate.

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.