Awards & Accreditations

Awards & Recognition

• Michael V. Addessi named a Forbes Best-In-State Wealth Advisor¹ Each advisor, selected by an independent third-party research firm, is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
• Addessi Financial Partners recognized by Forbes as one of the Best-In-State Wealth Management Teams²Each team, selected by an independent third-party research firm, is chosen based on an algorithm of qualitative criteria. This qualitative criterion focuses on studying each team's best practices — service models, investing process, team construct, and skill sets. 

Advisory Team Accreditations and Registrations

• Long Island University in Accounting and Economics, Cum Laude graduate
• Stetson University graduate in Finance
• University of Washington graduate in Finance and Economics
• Madison University, Cum Laude graduate
• CERTIFIED FINANCIAL PLANNER® practitioner
• Accredited Investment Fiduciary® professional  
• Enrolled Agent, qualified for practice before the Internal Revenue Service
• FINRA Series 7, 24, 63, and 65 securities registrations

¹2021-2026 Forbes Best In State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

²2026 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 proprietary algorithm that considers both qualitative and quantitative factors. Criteria include best practices, client retention, industry experience, review of compliance records, firm nominations, and quantitative data such as assets under management and revenue. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.