Sensible Money, a professional financial advisory firm based in Scottsdale, Arizona, has recently achieved significant recognition, being ranked #35 by USA Today in its reputable list of the Best Financial Advisory Firms for 2024. This accolade places Sensible Money in the prestigious top 7% of the financial advisory landscape out of approximately 33,000 registered firms across the United States. Such recognition reflects not only the company’s robust growth and success in asset management but also underlines the trust and respect it has garnered from its clientele and peers within the industry.

Founded in 2011 by Dana Anspach, a certified financial planner and expert in retirement management analytics, Sensible Money has carved out a niche in assisting individuals transition smoothly from their working lives into retirement. This focus is crucial in today’s financial environment where securing a stable financial future post-retirement is a significant concern for many.

The firm’s commitment to providing tailored financial advice is evident in their personalized service and strategic portfolio management, which is specifically geared towards optimizing retirement income. Their assets under management presently total around $500 million, indicative of both growing client trust and the firm’s capability to effectively manage significant financial portfolios.

The evaluation criteria used by USA Today to rank the best financial advisory firms include quantitative measures, such as the growth of assets under management, and qualitative measures, such as client and peer recommendations. This balanced approach ensures that the list isn’t just a reflection of financial success but also of customer satisfaction and industry respect. Notably, Dana Anspach credits the qualitative factors as being particularly meaningful, emphasizing the company’s dedication to acting in the best interest of its clients.

COO David Schoenecker has highlighted the integrity of the USA Today rankings, pointing out that unlike many other listings, this is not a “pay-to-play” arrangement but instead is based on stringent and fair criteria. This accolade from such a credible source serves as a testament to Sensible Money’s standing in the financial advisory sector and its adherence to high standards of professionalism and ethical conduct.

Dana Anspach, the firm’s founder, underscores the passion that drives the organization, noting the importance of understanding and fulfilling the company’s mission — to empower retirees with financial confidence and freedom. Anspach’s dedication to the firm’s independence and his clear focus on creating and maintaining a business that genuinely serves the needs of its clients is a defining feature of Sensible Money’s ethos.

As financial planning and management continue to be of paramount importance, especially in the volatile economic climates and challenging markets of modern times, recognitions like the one awarded to Sensible Money by USA Today are crucial. They not only highlight the success of firms within the industry but also guide potential clients in choosing advisors who are both successful and sincerely committed to their clients’ best interests. Sensible Money’s clear focus on client-centred financial guidance will likely see it maintain its growth trajectory and influence in helping individuals navigate the complex landscape of retirement planning.