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' 2026 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.
Advisory teams consisting of three or more advisors were nominated nationwide. 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 a rigorous review of 772 nominations by the InvestmentNews research and editorial teams, only 100 firms received the recognition - roughly 13% of all nominees - including Associated. This marks back-to-back years of recognition for the firm.
Associated's inclusion reflects its 50+ year legacy of service, strong client relationships, and a dynamic, team-based planning approach that has successfully carried across generations.
"Being recognized for a second consecutive year means a great deal to all of us," Shawn Wooden, CEO of Associated, said. "It is a reflection of the culture we have built together and the clients who trust us with what matters most to them. We do not take that responsibility lightly, and this recognition only motivates us to keep raising the bar."
"When we launched the wealth management division decades ago, our goal was simple: do right by our clients, every single time," Paul Vladem, Partner and Founder of the Wealth Management Division at Associated, said. "To be recognized nationally for the second year in a row is incredibly humbling and a credit to every member of this team."
You can view the full InvestmentNews announcement HERE.
About Associated Financial Consultants & Investor Services
Founded in 1972, Associated Financial Consultants & Investor Services 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.
The 2026 5-Star Wealth Management Teams award issued by InvestmentNews on May 13, 2026 for the 2025 year was awarded to Wealth Management Teams. Winners were selected by the InvestmentNews editorial team through open nominations with the following criteria considered: Four or more advisors; Meaningful contributions to clients and the financial industry; Deep understanding of client needs; Notable impact achieved over the past 12 months, and Standout performance based on AUM and team results. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.