Puckett Financial Group
Named Forbes Best-in-State
Wealth Management Team
for 2026
Puckett Financial Group of Westminster, Maryland has been named to the Forbes Best-in-State Wealth Management Teams list for 2026 — recognizing the firm’s comprehensive, holistic approach to financial planning and its commitment to serving individuals and families at every stage of life.
The Forbes Best-in-State Wealth Management Teams ranking, produced in partnership with SHOOK Research, evaluates teams based on qualitative and quantitative criteria including client service models, planning process, credentials, industry experience, and revenue trends. The recognition reflects the strength, depth, and collaborative approach of the entire PFG team.
The firm is founded and led by Aaron M. Puckett, MBA, CFP®, who has also been individually named to the Forbes Best-in-State Wealth Advisors list multiple times since first being recognized in 2018. The firm’s advisory team includes several advisors who hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
“This recognition belongs to the entire PFG team. We’ve built something special here — a group of professionals who are deeply committed to their clients and to doing this work the right way. Being recognized by Forbes as a team makes that feel even more meaningful.”— Aaron M. Puckett, MBA, CFP® | Founder & Principal, Puckett Financial Group
Forbes Best-in-State Wealth Management Teams — Puckett Financial Group, 2026.
Forbes Best-in-State Wealth Advisors — Aaron M. Puckett, multiple years since 2018.
Founded in 2007, Puckett Financial Group has built a reputation for delivering fully integrated, comprehensive financial planning to clients at every stage of life — from those just beginning to establish their financial foundation to those who have built significant wealth and are focused on preserving and transferring it. The firm serves clients locally throughout Carroll County and the greater Maryland region, as well as individuals and families across multiple states.
PFG’s planning process is fully integrated, addressing every core discipline of financial planning in a coordinated strategy tailored to each client’s goals, values, and stage of life:
Structuring sustainable income strategies to support the lifestyle clients have worked to achieve.
Evidence-based portfolio design aligned with each client’s goals, time horizon, and risk tolerance.
Identifying opportunities to improve after-tax outcomes across all areas of the financial plan.
Coordinating with attorneys and CPAs to preserve wealth and ensure it transfers according to each client’s wishes.
Analyzing life, disability, long-term care, and other coverage needs to protect what matters most.
Integrated strategies for business owners navigating the intersection of personal finances and business growth.
Puckett holds an MBA in Finance from Loyola College and a B.A. in Business Finance from Frostburg State University. He has served as an Adjunct Professor at the University of Maryland Global Campus, teaching undergraduate finance and CFP Board Registered Program courses. A lifelong Carroll County resident, he lives on a small family farm with his wife and three children and is actively involved in charitable and community organizations throughout the region.
Puckett Financial Group is affiliated with LPL Financial, providing clients access to the research, technology, and resources of the nation’s largest independent broker-dealer* while maintaining the independence and personalized service of a locally owned practice.
About Puckett Financial Group
Puckett Financial Group (PFG Planning) is an independent wealth management and financial planning services firm headquartered in Westminster, Maryland. Founded in 2007 by Aaron M. Puckett, MBA, CFP®, the firm takes a comprehensive, holistic approach to financial planning, serving individuals, families, and business owners at every stage of life. PFG serves clients locally in Carroll County and the surrounding Maryland region, as well as across multiple states. The firm is affiliated with LPL Financial, Member FINRA/SIPC. Learn more at www.pfgplanning.com.
Media Contact
Puckett Financial Group | Westminster, Maryland
www.pfgplanning.com
[email protected]