Forbes Recognizes Certuity Partner Mark Udis as Best-In-State Wealth Advisor for Fourth Year

April 2024 – Mark Udis, Partner, has been distinguished by Forbes as a Best-In-State Wealth Advisor. This is Mr. Udis’ fourth-consecutive time being recognized by Forbes.

“We are incredibly proud of Mark for once again being recognized by Forbes,” said Rich Bursek, President of Certuity. “His dedication to client success, integrity, and leadership in the industry truly set him apart.”

Certuity is a boutique wealth management and multifamily office firm that provides a holistic approach to wealth management, legacy planning and family office services. The firm has offices throughout the country, including New York City, North Palm Beach, Miami, and Manhattan Beach. 

The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.

All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

The recognition was issued April 3, 2024 and applies April 2024 through April 2025.