Lisa M. Rossi Recognized Among Top Women Wealth Advisors by Forbes 2026
In a significant recognition of excellence in the financial advising field, Lisa M. Rossi, CFP®, the Founding Partner and Chief Executive Officer of Symmetry Wealth Advisory Group, has been honored in Forbes’ prestigious 2026 list of Best-In-State Top Women Wealth Advisors. This accolade, announced on March 12, 2026, not only highlights Rossi's sustained commitment to her clients but also underscores the rising influence of female financial advisors in a traditionally male-dominated industry.
Forbes, in collaboration with SHOOK Research, compiled the list through rigorous evaluations of various qualitative and quantitative metrics. The criteria for selection included years of industry experience, assets under management, compliance records, revenue trends, and best practices, which were further validated by interviews conducted both in-person and virtually with the advisors. This meticulous process ensures that only the most qualified candidates are recognized, making Rossi's inclusion all the more remarkable.
With over 30 years of experience in the financial advisory sector, Lisa Rossi has built a robust reputation among high-net-worth individuals, families, and business owners. Since founding Symmetry Wealth Advisory Group in 2016, she has devoted herself to delivering tailored financial planning and investment management strategies that align closely with her clients’ long-term objectives. Rossi's approach emphasizes the importance of a personalized touch—acknowledging that every client has unique goals and challenges that require bespoke solutions.
"I am honored to be recognized by Forbes and SHOOK Research," said Rossi in a statement. "This accolade is a testament to the trust our clients place in us and the dedication of our entire team. Our mission has always been to provide clarity and confidence through careful and disciplined planning." This acknowledgment not only serves as a personal milestone for Rossi but also as motivation for her team at Symmetry Wealth Advisory Group, reinforcing their commitment to excellence in wealth management.
Located in Purchase, New York, Symmetry Wealth Advisory Group stands out for its comprehensive suite of services which includes integrated retirement planning, estate strategy coordination, tax-aware investment management, and wealth preservation guidance. The firm caters to a diverse clientele, ensuring that each financial plan is uniquely designed to meet the individual’s circumstances and desires.
The recognition from Forbes reflects a growing trend in the financial services industry where diversity and inclusion are becoming focal points. As more women enter the field of financial advising, their perspectives and leadership styles are reshaping client relationships and fostering an environment that promotes holistic financial wellness.
The 2026 Forbes Best-In-State Top Women Wealth Advisors ranking, based on data compiled as of January 2025, is a powerful reminder of the impactful role financial advisors, particularly women, play in helping clients navigate the complexities of wealth management. Though past performance does not guarantee future results, Rossi’s long-standing industry experience and proven track record inspire confidence among her clients.
For more information about the services offered by Symmetry Wealth Advisory Group and the recognition of Lisa M. Rossi, visit Symmetry Wealth Advisory Group. Their commitment to empowering clients through informed financial decisions is a hallmark of their practice, making them a trusted partner in wealth management.
In an industry that continues to evolve, it is clear that advisors like Lisa M. Rossi are paving the way for a new generation of wealth management professionals, championing the merits of personalized financial planning rooted in understanding client needs and goals. As we delve deeper into 2026, the future looks bright for both Rossi and her clients, echoing the adage that success is best when shared.
Forbes, in collaboration with SHOOK Research, compiled the list through rigorous evaluations of various qualitative and quantitative metrics. The criteria for selection included years of industry experience, assets under management, compliance records, revenue trends, and best practices, which were further validated by interviews conducted both in-person and virtually with the advisors. This meticulous process ensures that only the most qualified candidates are recognized, making Rossi's inclusion all the more remarkable.
With over 30 years of experience in the financial advisory sector, Lisa Rossi has built a robust reputation among high-net-worth individuals, families, and business owners. Since founding Symmetry Wealth Advisory Group in 2016, she has devoted herself to delivering tailored financial planning and investment management strategies that align closely with her clients’ long-term objectives. Rossi's approach emphasizes the importance of a personalized touch—acknowledging that every client has unique goals and challenges that require bespoke solutions.
"I am honored to be recognized by Forbes and SHOOK Research," said Rossi in a statement. "This accolade is a testament to the trust our clients place in us and the dedication of our entire team. Our mission has always been to provide clarity and confidence through careful and disciplined planning." This acknowledgment not only serves as a personal milestone for Rossi but also as motivation for her team at Symmetry Wealth Advisory Group, reinforcing their commitment to excellence in wealth management.
Located in Purchase, New York, Symmetry Wealth Advisory Group stands out for its comprehensive suite of services which includes integrated retirement planning, estate strategy coordination, tax-aware investment management, and wealth preservation guidance. The firm caters to a diverse clientele, ensuring that each financial plan is uniquely designed to meet the individual’s circumstances and desires.
The recognition from Forbes reflects a growing trend in the financial services industry where diversity and inclusion are becoming focal points. As more women enter the field of financial advising, their perspectives and leadership styles are reshaping client relationships and fostering an environment that promotes holistic financial wellness.
The 2026 Forbes Best-In-State Top Women Wealth Advisors ranking, based on data compiled as of January 2025, is a powerful reminder of the impactful role financial advisors, particularly women, play in helping clients navigate the complexities of wealth management. Though past performance does not guarantee future results, Rossi’s long-standing industry experience and proven track record inspire confidence among her clients.
For more information about the services offered by Symmetry Wealth Advisory Group and the recognition of Lisa M. Rossi, visit Symmetry Wealth Advisory Group. Their commitment to empowering clients through informed financial decisions is a hallmark of their practice, making them a trusted partner in wealth management.
In an industry that continues to evolve, it is clear that advisors like Lisa M. Rossi are paving the way for a new generation of wealth management professionals, championing the merits of personalized financial planning rooted in understanding client needs and goals. As we delve deeper into 2026, the future looks bright for both Rossi and her clients, echoing the adage that success is best when shared.
Topics Financial Services & Investing）
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