April 22, 2021
Business News

Lisa (Bodine) Policare Recognized in Forbes as a 2021 Best-In-State Wealth Advisor

NEW HOPE, Pa.–()–Lisa (Bodine) Policare of Penn Wealth Planning was recently ranked No. 42 in Pennsylvania in the 2021 Best-In-State Wealth Advisors list published by Forbes.

According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.

“On behalf of LPL Financial, we congratulate Lisa (Bodine) Policare for being recognized on this year’s Forbes Best-in-State Wealth Advisors list. This past year has demonstrated that strong financial advice cannot be underestimated, and that personalized financial…

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