Awards & Recognition

$1.3 B+

In combined assets under management and
advisement by Arista Wealth Management
as of September 3, 2026

480+

Clients Serviced

39

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

Healthcare Costs That Catch Retirees Off Guard

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
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What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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