2026 Press Releases

Return On Life^® Wealth Partners Named a Forbes

Best-In-State Wealth Management Team for Third Consecutive Year

Cleveland, Ohio - (January 2026) – Return on Life^® Wealth Partners is pleased to announce that it has been named to the annual Forbes list of Best-In-State Wealth Management Teams for 2026*, marking the third consecutive year the firm has received this prestigious recognition. The team was ranked 114 out of 148 for the state of Ohio.

“Earning this distinction once again highlights the standard of care and the deep commitment our team members continue to bring to every client engagement,” said Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. “We remain dedicated to guiding the families we serve in making financial decisions that align with what brings meaning, purpose, and fulfillment to their lives.”

For more than three decades the Return on Life^® Wealth Partners team has focused on providing each client with the benefit of their diverse perspectives and experience across multiple financial disciplines, enabling the team to build lasting relationships with the high-net-worth families and business owners it serves in Northeast, Ohio and throughout the United States.

Fantozzi and Wealth Advisor, Cynthia Yang, CFA^®, CAIA^®, CIPM, will attend the 2026 Forbes/ SHOOK Top Teams Summit in Miami Beach, Florida in February.

About Return on Life Wealth Partners

Return on Life Wealth Partners is an independent Registered Investment Advisor (RIA) founded in 1994 with headquarters in Cleveland, Ohio. The team provides comprehensive wealth planning services to individuals, families, and business owners. By examining clients’ lives before their money, Return on Life^® aligns its advice with clients’ values and aims to help clients achieve the milestones that matter most to them. This personalized approach also extends to the institutional and corporate retirement plan services available through 401(k) Prosperity^®. For additional information, visit us at ReturnOnLifeWealth.com.

*The 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 ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team and are not indicative of future performance or representative of any one client’s experience.  Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Neither Return on Life Wealth Partners nor any of its financial advisors or RIA firm pay a fee in exchange for this award/rating. To view the full list, please visit https://www.forbes.com/lists/wealth-management-teams-best-in-state/. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes, SHOOK Research, and Return on Life Wealth Partners are separate, unaffiliated entities.

Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-registered investment adviser.

For additional information about the firm and our services, see our Firm Disclosure Brochure (Form ADV Part 2) and Customer Relationship Summary (Form CRS) Brochure.