Accolades
5 PILLARS GUIDE | PODCASTS | ACCOLADES | BLOG
Recognized for the work we do and the clients we serve.
FIRM RECOGNITION
Three Years on USA TODAY’s Best Financial Advisory Firms
In 2026, Momentous Wealth Management was named to USA TODAY’s Overall National Ranking, marking our third consecutive year on the list.
IN THE MEDIA
Featured Conversations
Our team shares insights on markets, retirement, and financial planning with local and national media.
Linde Carroll on KGW News
Linde Carroll joins KGW for a conversation on why long-term strategies still matter for those preparing to retire amid stock market uncertainty.
Todd Pisarczyk on KGW Sunrise
Todd Pisarczyk joins KGW’s Rod Hill for a conversation on how planning at every stage of life helps you prepare for retirement.
PODCAST APPEARANCES
Todd Pisarczyk on Financial Advisor Success
Todd joins Michael Kitces for a conversation on deciding whether to sell or stay independent, and how he built Momentous to scale while creating a lasting legacy.
Todd Pisarczyk on The Efficient Advisor
Todd joins host Libby Greiwe for a conversation on stepping into the CEO role and building the systems that help a growing firm run with clarity.
Todd Pisarczyk on the FutureProof Advisor Podcast
Todd joins the FutureProof Advisor Podcast for a conversation on embracing new technology, creating memorable client experiences, and building a firm that lasts.
Todd Pisarczyk on What Are You Working Towards?
Todd joins host Chris Brodhead for a conversation on growing Momentous, building a hospitality-driven client experience, and preparing the firm for the next generation.
DISCLOSURES
USA TODAY's Best Financial Advisory Firms (2024, 2025, 2026): These annual rankings, published by USA TODAY in April 2024, April 2025, and April 2026, were tabulated by market research firm Statista. They are based on the growth of firms' assets under management (AUM) over the short and long term and the number of recommendations firms received from clients and peers. Each year, Statista ranked the top 500 registered investment advisory firms. Momentous Wealth Management did not pay a fee to be included in these rankings. These ratings are not indicative of future results or success.
Forbes Best-In-State Wealth Advisors (2025, 2026): Rankings were developed by SHOOK Research and published by Forbes in April 2025 and April 2026. They are based on qualitative criteria gathered through telephone, virtual, and in-person due diligence interviews, and on quantitative data such as revenue trends and assets under management, as well as service models, compliance records, and industry experience. Advisors considered have a minimum of seven years of experience. Portfolio performance is not a criterion. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. Momentous Wealth Management paid a fee to license the Forbes Best-In-State Wealth Advisors logo. Rankings are based on the opinions of SHOOK Research, are not indicative of future performance, and may not be representative of any one client's experience.