PLANADVISER Recognizes KerberRose’s Tony Powers in Top Retirement Plan Advisers Listing

KerberRose Wealth Management is proud to announce Tony Powers, AIF®/CFP®/CRPS®, Shareholder and President of KerberRose Wealth Management, has been listed as a 2023 PLANADVISER Top Retirement Plan Adviser. Tony has been recognized in multiple categories, including Total Retirement Plans Under Advisement, Top 403(b) Plans, Top 457 Plans, and Top SIMPLE Plans.

The 2023 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more as of year-end 2022.

After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following categories: have 150 or more 401(k) plan clients; have 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients; are female; or are younger than 40 years of age. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.

Congratulations to Tony on this accomplishment! The complete list can be found here.