Certuity Partner, Mark Udis, has been distinguished by Forbes as a Best-In-State Wealth Advisor. This is Mr. Udis’ fifth-consecutive time being recognized by Forbes.
“We’re thrilled to see Mark recognized by Forbes once again,” said Rich Bursek, President & Partner of Certuity. “His dedication to his clients and his leadership within the firm continue to set him apart.”
Certuity is a private wealth management and multi-family office specializing in tailored financial services for high- and ultra-high net-worth individuals, entrepreneurs, family businesses, and business owners. Core offerings include investment advisory, reporting, tax planning, estate planning, and access to qualified private investment opportunities with a strong emphasis on wealth preservation and legacy planning, Certuity delivers a personalized family office experience designed to meet the unique needs of its clients.
Forbes/SHOOK Best-In-State Wealth Advisors Methodology:
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 8, 2025 and applies April 2025 through April 2026.