Endowment Wealth Management, Inc. (“EWM”) is proud to announce its recognition as one of USA TODAY’s Best Financial Advisory Firms for 2026. This national recognition reflects EWM’s continued commitment to fiduciary excellence, personalized wealth management, and long-term client relationships.
The ranking recognizes financial advisory firms across the United States based on a combination of short- and long-term growth metrics and recommendations from clients and peers. EWM is honored to be included among firms recognized for their dedication to helping clients pursue their financial goals through comprehensive planning and disciplined investment management.
A Recognition Rooted in Fiduciary Commitment
At EWM, our mission has always been centered on helping individuals, families, and institutions build, preserve, and transfer wealth through customized financial strategies aligned with their unique goals and values.
We believe this recognition reflects the trust our clients place in us and the dedication of our team to delivering objective guidance and personalized service. As a fiduciary, EWM is committed to acting in the best interests of our clients while maintaining a disciplined, long-term approach to financial planning and investment management.
About Endowment Wealth Management
Headquartered in Appleton, Wisconsin, EWM serves clients throughout the United States with comprehensive wealth management and financial planning services. Our proprietary Endowment Investment Philosophy® combines traditional and alternative investment strategies with proactive risk management and customized financial planning.
Our team works closely with clients to develop personalized strategies designed to help them navigate changing markets, prepare for life transitions, and pursue long-term financial confidence.
Thank You to Our Clients and Community
We are honored to receive this recognition and appreciate the confidence our clients place in our firm. Relationships remain at the center of everything we do, and we are honored to continue serving as a trusted resource for our clients’ financial lives.
As we look ahead, EWM remains committed to delivering thoughtful guidance, fiduciary care, and personalized wealth management strategies tailored to each client’s unique needs.
Learn More
View the USA TODAY ranking methodology here: USA TODAY’s Ranking Methodology
Contact: Robert Riedl, Director of Wealth Management
920.785.6011
Disclosure: The USA TODAY Best Financial Advisory Firms 2026 ranking was published on April 15, 2026 and developed by USA TODAY in partnership with Statista Inc. The award is based on data evaluated through January 2026, including AUM growth over the 12 months from January 2025–January 2026 and mid-term growth from 2023–2026. Recommendations were weighted at 20% and AUM development at 80%. No compensation was paid by Endowment Wealth Management, Inc., directly or indirectly, to obtain or market this award. After publication, firms may license the award badge for marketing purposes; any such licensing does not affect selection. EWM paid approximately $350 to purchase commemorative plaques for display purposes after the ranking was awarded. Third-party rankings and recognitions are not indicative of future investment performance and do not guarantee a similar experience for all clients. Information regarding Statista’s ranking methodology can be found Here.[/vc_column_text][/vc_column][/vc_row]
