Investopedia 100 Top Financial Advisors 2023

Investopedia 100 list of most influential financial advisors of 2023!

The seventh annual Investopedia 100 awards program recognizes financial advisors who demonstrate an industry-leading ability to reach large and diverse audiences, and use their influence to foster financial literacy education in the communities that need it most. 

Today, we released the full list of the Investopedia 100 on Investopedia.com, as well as additional content that highlights more of the amazing work our honorees are doing in their own communities and beyond, which you can view on this content hub. This year’s list highlights advisors who provide unique value to communities across the board, from those who represent clients in various industries—from music to dentistry—advisors who offer pro bono financial planning tips for women, to those who volunteer to educate students within their own community.

 
 

Sign up for our weekly newsletter

In this newsletter you will learn about:

  • 1 financial tip

  • 1 question asked by a “friend”

  • 1 Podcast


If money wasn’t a barrier what would your life look like?

We want to ensure you get to that ideal life in the most graceful way possible. Whether it is saving for that big purchase, sending the kids off to college, and/or retiring, we understand that competing goals exist and need to be planned for!

Rooted Planning Group is a 100% women-owned, fee-only financial planning group. We are considered a Fiduciary and we are obligated to act in your best interest.

Root. Nourish. Grow.

Build financial confidence through a custom plan.

This service offers a cultivation of the financial lives our clients have already started to build. This is typically a six-month engagement; the goal with this services is to take what you have already planted and provide our expertise to nourish t…

HOURLY

If you have a few questions around your finances and are not looking for a long-term relationship with a financial planner,
this service may be the answer for you.

COMPREHENSIVE FINANCIAL PLANNING

COMPREHENSIVE FINANCIAL PLANNING

Ready for a comprehensive deep-dive into your financial life? This service offers a long-term relationship with ongoing recurring services covering financial, investment and tax planning.


WE ARE MOTIVATED BY YOUR SUCCESS

RPG Financial Planner

Kerrie Beene, CFP® | Liz Zemak, EA, WMS™ | Amy Irvine, CFP®, EA, MPAS®, CCFC, CDFA®, CFT-I™ | Kate Welker, CFP® | Becky Eason, CFP®

What financial advice should be about… YOU. You come first.
We want you to feel good about your money. We’re on a mission to make you so financially strong your confidence will make others wonder what you’re up to.

 
 
 

SOME OF OUR PROFESSIONAL AFFILIATIONS

Professional Affiliations

Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.