Allentown, Pennsylvania — February 2026– One Financial Services, an independent firm aligned with LPL Financial in Allentown, PA has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Management Teams for their track record of success in the financial services industry. One Financial Services was recognized as the 133rd firm in Pennsylvania.
The annual list is compiled by Forbes with insights from SHOOK Research. Firms are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management*.
“We extend our heartfelt congratulations to One Financial Services for the well-deserved recognition from Forbes,” said Peter Vincent, LPL’s executive vice president and head of field management. “This award highlights their dedicated efforts in guiding clients towards financial success, while helping them add inspiration and meaning to their lives and legacies. LPL is steadfast in our support of ambitious firms like One Financial Services, equipping them with sophisticated investment solutions, advanced technology, and extensive resources to provide unparalleled service and experiences for their clients.”
One Financial Services has over 20 years of experience providing a full range of financial services in retirement, estate, special needs, education, and taxation planning for individuals, families and business owners.
About One Financial Services
One Financial Services has a mission to help clients make informed life decisions that aim to positively impact the quality of their life and to plan for their financial independence. They offer financial strategies and advice delivered through personalized care and attention. The passion to help improve the quality of life of their clients motivates all their actions through their complete range of planning services in the areas of retirement, estate, special needs, education, and taxation planning.
They have offices in Allentown and Bethlehem, PA. Their Allentown office is located at 1605 N Cedar Crest Blvd., Suite 515. Their Bethlehem office is located at 3101 Emrick Blvd., Suite 217. Visit their website at www.onefinancialservices.com or call 610-437-3500 for more information.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Additional Disclosures
Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Best-in-State Wealth Advisors list.
