We’re proud to announce that Anthony Mona, President and Managing Partner at Spartan Wealth Management, has been recognized once again as a Best in State Wealth Advisor by Forbes and SHOOK Research—his sixth time receiving this honor.
In a profession where results are measured in trust, not just returns, this kind of consistency is rare. After six consecutive wins, it would be easy to talk about legacy, dynasty, or individual achievement. But if you know Anthony, you know that’s not what drives him.
For Anthony, this award is never about being in the spotlight. It’s about the people behind it, the clients who invite us into the most important areas of their lives, and the team who shows up every day committed to serving them with focus, discipline, and heart.
“This recognition is never something I take for granted,” Anthony shared.
“It’s a reflection of the people I work with every day and the clients who place their trust in us. I just try to show up with the same energy and purpose I had on day one.”
This award is a milestone, but it’s not the destination. At Spartan Wealth Management, we believe great financial advice is built on relationships, not rankings. It’s earned through every question answered, every plan executed, and every moment we show up for our clients when it matters most.
To our team, this award reinforces that when we stay aligned with our mission—putting people first—recognition follows. And to our clients, thank you for your continued trust. You’re the reason we do what we do.
Congratulations, Anthony. And thank you for continuing to lead by example.
