(HARRISON, NY, September 09, 2024) – FSC Wealth Advisors, a holistic wealth management firm, was named as a finalist for ThinkAdvisor Luminaries Awards.  The prestigious list acknowledges trailblazers redefining excellence in financial services.  Finalists demonstrate exemplary leadership, innovation and community impact in financial services.

FSC Wealth Advisors and James Comblo, president and CEO of FSC Wealth Advisors, were recognized for their comprehensive training program centered around a proprietary “5 Pillars of Wealth Management” approach.  The program resulted in a 20% increase in client engagement and a 15% reduction in client churn within the past year. Additionally, Comblo’s blog was highlighted as an industry resource reaching thousands of readers monthly, webinars have seen a 25% increase in attendance and the newsletter subscriber base has grown by 30% over the past year. An expanded internship program includes a structured curriculum that bridges theoretical knowledge with practical experience.  In addition, FSC Wealth Advisors has seen $50 million growth in assets under management and a 30% rise in new client referrals.

“ThinkAdvisor Luminaries Award is the gold standard in the financial services industry.  Their approach to recognition extends beyond traditional metrics demonstrates their understanding of financial services industry,” commented Comblo. “FSC Wealth Advisors strives to extend beyond a traditional wealth management firm.  We partner with clients and the entire team of professionals to create a truly holistic approach to planning.  We want clients to feel a true partnership when working with FSC Wealth Advisors.” 

FSC Wealth Advisors is a holistic wealth management firm dedicated to providing personalized financial strategies that help clients achieve long-term success. With a commitment to delivering tailored solutions, FSC Wealth Advisors combines decades of experience with a client-first philosophy.  FSC Wealth Advisors planning integrates retirement planning, estate management, tax optimization, and investment advisory. Their team of expert advisors takes this holistic approach, to assess each client’s unique financial. The firm’s modern approach to wealth management focuses on building lasting relationships to partner and guide clients through life's financial complexities with integrity and expertise.

ThinkAdvisor Luminaries Awards, now in its fourth year, recognizes the visionary firms and individuals driving innovation and making a transformative impact on both the industry and the profession.