FORT MYERS, Fla. (May 29, 2025) – Corey Vertich, CFP®, founding principal with Uhler Vertich White Advisors, was selected by Forbes magazine for its annual list of Best-In-State Wealth Advisors, which recognizes advisors from national, regional, and independent firms.
“Being recognized by Forbes as one of Florida’s Best-in-State Wealth Advisors is a testament to the dedication, expertise and collaborative spirit of our entire team at Uhler Vertich White Advisors,” said Vertich.
Corey Vertich, co-founder and principal of Uhler Vertich White Advisors, has been named to Forbes’ 2025 Best-In-State Wealth Advisors.
“I’m especially grateful for the exceptional contributions of our wealth management team, whose unwavering commitment to excellence continues to drive our success.”
A graduate of Barry University School of Business in Miami, Vertich began his financial planning career in 1989 and became a CFP®, CERTIFIED FINANCIAL PLANNER™ professional in 1994. He is a board member for the United Way of Lee, Hendry and Glades. Vertich has served as president of the local chapters of the Institute of Certified Financial Planners and Financial Planning Association of Southwest Florida. He was also charter president of the Kiwanis Club of Iona McGregor. Vertich is an Eagle Scout and a life member of the National Eagle Scout Association.
The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors considered for the list have at least seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices with their approach to working with clients.
Uhler Vertich White Advisors, an independent registered investment advisory firm founded in 2002, is dedicated to the success of its clients’ personal, family, financial and charitable goals. The firm’s advisers assist families in becoming and remaining financially independent with comprehensive plans designed to maximize income, minimize taxes, protect against the unexpected and provide for the efficient transfer of accumulated wealth. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC. To learn more about the team, located at 1510 Royal Palm Square Blvd. #103 in Fort Myers, visit www.uvwadvisors.com or call 239-936-6300.
Investment advisory services are offered through Uhler Vertich White Advisors. Uhler Vertich White Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James is a registered trademark of Raymond James Financial, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About Forbes Best-in-State Wealth Advisors
The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an 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. Please visit www.forbes.com/best-in-state-wealth-advisors for more info.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.58 trillion as of Feb. 28, 2025. Additional information is available at raymondjames.com.
Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Uhler Vertich White Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James is a registered trademark of Raymond James Financial, Inc.