Nick Defenthaler Recognized on Forbes' Top Next-Gen Wealth Advisors Best-in-State List!

Dear Clients and Friends of The Center,


We are thrilled to announce that Forbes has ranked Nick Defenthaler, CFP®, RICP® among the “Next Gen Best-In-State Wealth Advisors 2025.” This prestigious list honors exceptional advisors from national, regional, and independent firms who are shaping the future of the financial planning profession.


As a Partner and a Retirement Income Certified Professional®, Nick is passionate about helping clients achieve their financial goals, with a special focus on retirement planning. In addition to his client work, he is a sought-after speaker in the community and frequently hosts webinars on a wide range of financial planning and investment topics.


Nick’s thought leadership extends beyond the firm—he has completed a writing residency with The Street Retirement Daily and is a regular contributor to our “Money Centered” blog. His knowledge is trusted by both local and national media outlets, including WXYZ, PBS, CNBC, MSN Money, Think Advisor, and Financial Planning Magazine.


We could not be prouder of Nick for earning this well-deserved recognition. His dedication, experience, and commitment to serving clients embody the values of our firm, and this acknowledgment is a testament to the positive impact he has made on those he serves.


An active member of the Financial Planning Association of Michigan, Nick is dedicated to advancing the profession and empowering others through education, collaboration, and service.


Please join us in congratulating Nick on this outstanding achievement!

 

Best regards,

Your Center Team
Center for Financial Planning, Inc.®
24800 Denso Drive, Suite 300 Southfield, MI 48033
248-948-7900

The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2025) included: 49,859 nominations for all rankings, based on thresholds, 28,226 invited to complete online survey, and 4,653 individuals considered and 2,018 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/24 to 3/31/25 and was released on 8/6/25. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/.



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