Cleveland, Ohio - (April 2025) – We’re excited to announce that Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, President and Founder of Return on Life® Wealth Partners was ranked No. 42 out of 221 wealth advisors named to the Forbes│SHOOK 2025 Best-In-State Wealth Advisors list for Ohio. This marks the 8th consecutive year he has been named to the prestigious list. The annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria that includes industry experience, client retention and assets under management.*
“It’s a tremendous honor to be recognized again as one of our state’s top wealth advisors,” Fantozzi said. “I’m grateful to be able to lead our team of experienced financial and investment professionals as we help individuals and business owners in Ohio and throughout the U.S. to use their wealth to support what brings the greatest meaning and purpose to their lives.”
Fantozzi founded the independent Registered Investment Advisor (RIA) firm headquartered in Brecksville, Ohio, in 1994. 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. The team has broad experience in the areas of wealth accumulation and protection, investment management, business exit planning, executive compensation, estate conservation, charitable giving, retirement and employee benefits, among others. The firm’s highly personalized Return on Life® approach has enabled 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.
View the full Forbes | SHOOK Best-In-State Advisors ranking.
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.
*Frank Fantozzi was named a Forbes Best-In-State Wealth Advisor. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
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 Disclosure Brochure (Form ADV Part 2) and Customer Relationship Summary (Form CRS) Brochure.