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GeneralNewsPress Release

Endowment Wealth Management Named to America’s Top Financial Advisory Firms 2025 by Newsweek

Endowment Wealth Management, Inc. has been recognized by Newsweek and Plant-A Insights Group as one of America’s Top Financial Advisory Firms for 2025. This prestigious honor places us among the top 750 SEC-registered firms nationwide, highlighting our commitment to fiduciary excellence, personalized service, and long-term client success.​

A Testament to Our Client-Centered Approach

The selection process for this ranking was rigorous, evaluating over 15,000 financial advisory firms based on key performance indicators such as asset and client growth, advisor expertise, breadth of services, and conflict-of-interest management.

This recognition underscores our dedication to delivering tailored financial strategies and maintaining the highest standards of fiduciary responsibility.​

Who We Are: Endowment Wealth Management

Headquarter in Appleton, WI, Endowment Wealth Management is more than a financial advisory firm; we are stewards of your financial future. We serve individuals, families, and institutions through our innovative “Endowment Investment Philosophy®.” Our approach integrates traditional and alternative investments, customized financial planning, and proactive risk management to align with your unique goals and values.​

Our mission is to help clients build, protect, and sustain multi-generational wealth with strategies tailored to their unique values, visions, and goals.

We’re grateful for this national recognition and remain dedicated to empowering our clients’ financial future – with the same fiduciary care and forward-thinking approach that defines our firm.

Thank You for Your Trust

We extend our heartfelt gratitude to our clients, team members, and community partners. Your trust and collaboration have been instrumental in achieving this milestone. As we continue to grow and evolve, our commitment to your financial well-being remains steadfast.​

For more information on the Newsweek rankings, please visit: Newsweek’s America’s Top Financial Advisory Firms 2025.

Contact: Robert Riedl, Director of Wealth Management

[email protected]

920.785.6011

Award recognition does not ​qualify as an endorsement of any firm, index, investment, or investment strategy. America’s Top Financial Advisory Firms 2025 was awarded 11/19/2024 by Newsweek,com in partnership with Plan-A Insights Group. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://rankings.newsweek.com

John Weninger, CFP®

John Weninger, CFP®

John is a Wealth Advisor within the Family Wealth Management area of the Company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. John assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client’s specific needs. John began his career at Merrill Lynch as an advisor assistant, serving the needs of families & small business owners. He was the founder of Vision Wealth Partners, a Wisconsin registered investment advisor and has been helping families and small-business owners with financial planning and investment management since 2011. His writing has been featured on CNBC, Yahoo! Finance, U.S. News and MyCompanyRetirementPlan.com. John received his Bachelor’s Degree from St. Norbert College majoring in Finance. He earned his Certified Financial Planner (CFP®) in 2017.