Thomas Fross has been named to Forbes Best-In-State Wealth Advisors List, ranked #12 in North Florida.
The Villages, Florida — Thomas Fross, co-founder of Fross & Fross Wealth Management, has been recognized by Forbes as one of the Best-In-State Wealth Advisors, earning the #12 ranking in North Florida.
This distinction highlights advisors who demonstrate a high level of professionalism, integrity, and commitment to serving their clients. For Fross, the recognition reflects more than individual achievement—it represents the long-standing relationships and trust built with clients over decades.
“For us, this has never been about rankings,” said Fross. “It’s about the responsibility we have to the families we serve and the trust they place in us every day. This recognition belongs just as much to our clients as it does to our firm.”
For more than 20 years, Fross & Fross Wealth Management has served families throughout The Villages community, focusing on retirement planning, investment management, and long-term financial guidance. The firm remains dedicated to helping clients navigate an evolving financial landscape with clarity, discipline, and confidence.
Fross & Fross Wealth Management collectively serves over $1 billion in brokerage and advisory assets through LPL Financial.
About Fross & Fross Wealth Management:
Fross & Fross Wealth Management is a Florida-based advisory firm dedicated to helping pre-retirees and retirees plan for and live confidently in retirement. With deep roots in The Villages community, the firm emphasizes personalized advice, long-term relationships, and a disciplined approach to wealth management.
Media Contact:
Andrea Roberts
Fross & Fross Wealth Management
352-205-7800
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.