Starr | Barth Wealth Management has been named to the Forbes 2026 Best-in-State Wealth Management Teams list, marking the fourth consecutive year the team has received this recognition. “We’re pleased to celebrate Starr | Barth Wealth Management for being named a Top Wealth Management Team by Forbes,” said Kevin Reed, President of Janney’s Private Client Group. “Earning this recognition is a testament to their commitment to excellence and dedication to their clients.” The honor is both humbling and meaningful for the team, reflecting the trust clients place in us and reinforcing our continued commitment to serving with integrity, discipline, and a long-term focus.
Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Data provided by SHOOK® Research, LLC. Data as of 3/31/25.
ABOUT STARR | BARTH WEALTH MANAGEMENT
Our group includes Jerry Starr and Bill Barth as well as an experienced team of financial specialists at Janney Montgomery Scott. The team was formed in 1999 and holds over 65 years of experience in the financial services industry. A core belief held by each member of our team is the importance of comprehensive planning and service. As part of our process, we spend a great deal of time focusing our attention on the entire client relationship, from establishing and prioritizing goals, to making and implementing investment and retirement recommendations, to reviewing performance and measuring progress.
All of these serve the singular focus of helping you to achieve your definition of financial success. This client centered approach to financial planning truly sets our wealth management group apart.
