Conshohocken, PA [April 15, 2025] – Financial Independence Planning, LLC (FIP), a leading financial planning firm providing comprehensive wealth management services for clients of all financial backgrounds, is happy to announce that Harry Keller, CFP®, Senior Financial Advisor, Founder and CEO, has once again been recognized by Forbes as one of the Best-In-State Wealth Advisors – coming in at #21 in the state of Pennsylvania–East PA in Forbes’ 2025 rankings. This marks the fifth consecutive year he has been recognized by Forbes, underscoring the continued excellence and commitment of the FIP team in serving its clients. This national list, compiled through peer nominations, highlights financial advisors who represent the industry’s highest standards.
“Being named to the Forbes Best-In-State Wealth Advisors list is an incredible honor – not just for me, but for the entire team that drives our mission forward daily. This recognition reinforces our commitment to delivering transparent, client-first financial guidance in an industry that’s constantly evolving,” Harry Keller said.
Jared Keller, CFP®, Senior Financial Advisor and President of FIP, noted, “As we celebrate FIP’s 30th year in business, Harry’s deep personal engagement with our clients and his holistic approach to managing their financial lives remains a cornerstone of why clients trust FIP. His leadership continues to set the standard for our team and inspires the work we do every day.”
FORBES RANKINGS CRITERIA AND METHODOLOGY
Forbes’ rankings, developed by SHOOK Research, are one of the only advisor rankings with a focus on quality, including surveying and interviewing advisors in-person and virtually. Rankings are based on an algorithm of qualitative data collected through these surveys and interviews to evaluate best practices, level of service, investing models, industry experience, and compliance records, as well as quantitative data such as revenue produced and assets under management.
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To learn more about the Forbes Best-In-State ranking methodology, click here. To see the full list of Forbes’ 2025 Best-In-State Wealth Advisors, click here.
