Awards & Recognition

$1.2 B+

In combined assets under management and
advisement by Arista Wealth Management
as of March 9, 2025

460+

Clients Serviced

31

States Served Nationwide

WHO WE SERVE:

Individuals & Families

Individuals & Families

 At Arista Wealth Management, we take great pride in working with individuals and families to help them accomplish their financial and investment goals. Once we establish your goals, visions and dreams, it is then time to begin the journey with one of our Certified Financial Planners™. As we work together, with a plan, we are confident that we will reach the desired outcome.

Businesses & Institutions

Businesses & Institutions

Whether you are a business or an institutional investor, Arista Wealth Management wants to partner with you to provide exceptional investment management advice in a fiduciary capacity to help you reach your financial goals. We are proud to partner with all businesses and institutions to improve their financial investment capacities.

401(k) Plans

401(k) Plans

We serve as an ERISA §3(38) Investment Manager on over one hundred 401(k), 403(b), and defined benefit plans. Our team has been advising on corporate sponsored retirement plans since 2006. We bring a wealth of experience and expertise to plan sponsors and plan participants.

How does Arista Wealth Management's personal financial website help clients in making informed financial decisions?

   
Arista Wealth Management sets you up with a personal financial website. It is updated daily to help you track your budgets spending, progress, goals, and bottom line. All of your data is available at any time, on any device. Using interactive technology, we can help you visualize "what if" scenarios to view impacts throughout your lifetime.

Learn About Our Services

Why Choose Arista Wealth Management?

   
Arista Wealth prides itself on its exceptional team of professionals dedicated to providing clients with an outstanding investment experience. Our commitment is evident in our meticulous attention to detail, compassionate approach to life's challenges, and unwavering passion for helping clients reach their financial goals.

Learn More About Arista Wealth

INSIGHTS FROM OUR TEAM

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn More
4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Learn More
A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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Choose Your Own Retirement Adventure

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Learn More
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