Financial Essentials Named Top 50 Solo Advisor Firm for 2026

We have some great news!

As a team, we believe that everyone deserves to be served by a financial advisor who truly has their best interest at heart. The great thing about that great service, is that it takes everyone involved. So, when we get recognition for the work we do together, that really makes us happy.

And, of course, as a big part of it, we want to share the great news with you!

We were named by AdvisorHub, for the third year running, as one of the top 100 Advisors firms to Watch – Solo for 2026. AdvisorHub put together this award for those teams that have a single advisor on the team, but run sophisticated practices, provide high-quality advice and highly personalized attention to each client. They also must demonstrate good growth and ongoing commitment to professionalism.

Our team is also excited that Mark has been asked to be a speaker at the ARK Encounter in October. This is the national conference for the National Association of Christian Financial Consultants. This group champions unwavering ethical standards and guiding financial professionals to conduct their business with honesty and strong moral principles rooted in biblical teachings. They have asked Mark to speak to help champion this cause and show other advisors in attendance how our team does it.

The other reason we are excited about this news is that this will give us the opportunity to help more clients, like you, in working towards their financial goals.  We love it when new families and individuals are introduced to us or find us.  It gives us the opportunity to put our expertise and abilities to work for them too. 

If you do know of someone who could really use some help with their financial plan, we would love to meet them.  We could set up a time to meet (virtually, over the phone, or in person) so they can get to know us, and we can get to know them. Virtual world advising has been a neat change to our daily activity. There is no obligation to continue after that, but if we find we can work together, great!

We want to thank you for your trust and for the opportunity to work with you!  We will always strive to be the very best at what we do because of great clients like you.