Proud to work with a nationally recognized teammate

At The Di Vito Consulting Group, we are very proud that Financial Advisor, Joe Di Vito, has received several prestigious industry awards. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Joe!

  • Barron's Top 1,200 Advisors (2025, 2024, 2023, 2022, 2021, and 2020)
  • Forbes Best-In-State Top Wealth Advisor (2025, 2024, 2023, 2022, 2021, and 2020)
  • AdvisorHub Advisors to Watch - (2022, 2023, 2024)

 

We invite you to learn more about our awards and recognition.

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2025 as a Best-in-State Wealth Management Team.

Collaboration - How our team helps you

At the Di Vito Consulting Group, our commitment is to help engaged investors create personalized plans to achieve their financial goals and preserve the wealth they have accumulated. We work closely with affluent individuals and institutions that are purposeful about their investments. Our lasting relationships are based on traditional values including; stewardship, integrity, character, and service. Our clients benefit from a professional approach to managing their wealth that is always in their best interest.

 

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Are you and your loved ones aligned when it comes to your family’s financial legacy and the intended long-term impact? Have you discussed it? Now is the time and our new wealth transfer planning guide can help break the ice. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf

Are you a business owner looking for short- and long-term financial advice? Me and my many colleagues can help you during all stages of your business, from startup through retirement. Message me today to have a conversation.

Is the business you’re running successful and well positioned for the future? Contact me for tips and resources to help achieve your goals.

Contact us

We welcome you to experience the service and solutions offered by The Di Vito Consulting Group. Contact us today to set up a meeting.

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