National recognition highlights the firm’s commitment to collaborative, multi-generational planning, operational excellence, and client-first service
Fort Lauderdale, FL— Associated Financial Consultants & Investor Services is proud to announce it has been named one of InvestmentNews’ 2025 5-Star Wealth Management Teams, a prestigious national honor recognizing elite firms that deliver exceptional client experiences, forward-thinking strategies, and impactful leadership in the financial services industry.
Firms consisting of four or more advisors were nominated by investors across the country. Finalists were evaluated based on:
- Meaningful contributions to clients and the financial industry
- A deep understanding of client needs
- Notable impact over the past 12 months
- Standout performance based on AUM and team results
After rigorous evaluation, fewer than 100 firms were selected — including Associated.
Associated’s inclusion reflects its 50+ year legacy of service, strong client relationships, and dynamic, team-based planning approach that has successfully carried across generations.
“This recognition is a testament to our entire team’s dedication to raising the bar every day,” Shawn Wooden, CEO of Associated, said. “As a multigenerational firm, we’ve always focused on building trust, delivering meaningful advice, and collaborating as a team on financial solutions that make a lasting difference for families, business owners, and the institutions we work with.”
With roots dating back to 1972, and a growing presence throughout Florida and beyond, Associated operates as a true ensemble firm.
“When we launched the wealth management division decades ago, we set out to build something lasting—something rooted in integrity, personal connection, and doing what’s right for our clients,” Paul Vladem, Partner and Founder of the Wealth Management Division at Associated, said. “To carry out that vision collaboratively with our next generation leaders and to be recognized nationally for it, is both humbling and incredibly rewarding.”
You can view the entire digital edition of May’s InvestmentNews magazine, which announces the winners by following this link: HERE.
About Associated Investor Services & Financial Consultants
Founded in 1972, Associated Investor Services & Financial Consultants is an independent financial services and corporate benefits firm based in Fort Lauderdale, FL. The firm provides customized wealth management, investment planning, employer-sponsored retirement plans, and employee benefit solutions. By embracing a team-oriented approach and a commitment to serving generations of clients, Associated ensures that individuals, families, and businesses receive comprehensive financial guidance designed for long-term success.
**There is no fee to be nominated for the Investment News 5-Star Wealth Management Team. Selection for the award is not indicative of the advisor’s future performance.