Latest News Feed

Magnus Financial Group Announces the Addition of Jake Blum As Vice President
Press Release Jan 14, 2026
Magnus Financial Group Announces the Addition of Jake Blum As Vice President
Michael S. Schwartz, CFP(R), AEP(R) Receives Forbes' Best-in-State Wealth Advisors Awards 2025 Recognition
Press Release Apr 29, 2025
Michael S. Schwartz, CFP(R), AEP(R) Receives Forbes' Best-in-State Wealth Advisors Awards 2025 Recognition
Forbes Recognizes Magnus Financial Group in its Ranking of Top RIA Firms 2024
Press Release Oct 18, 2024
Forbes Recognizes Magnus Financial Group in its Ranking of Top RIA Firms 2024
Financial Advisor Magazine Recognizes Magnus Financial Group in Its 2024 RIA Survey and Ranking
Press Release Jul 29, 2024
Financial Advisor Magazine Recognizes Magnus Financial Group in Its 2024 RIA Survey and Ranking
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Top Financial Security Professional Recognition for a Fourth Consecutive Year
Press Release Jul 26, 2024
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Top Financial Security Professional Recognition for a Fourth Consecutive Year
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Awards 2024 Recognition
Press Release May 1, 2024
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Awards 2024 Recognition
Magnus Financial Group Announces William 'Billy' Bowden Has Joined the Firm as a Senior Vice President
Press Release Apr 1, 2024
Magnus Financial Group Announces William 'Billy' Bowden Has Joined the Firm as a Senior Vice President
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Top Financial Security Professional Recognition for a Third Consecutive Year
Press Release Mar 27, 2024
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Top Financial Security Professional Recognition for a Third Consecutive Year
Forbes Recognizes Magnus Financial Group in Its Ranking of Top RIA Firms 2023
Press Release Nov 8, 2023
Forbes Recognizes Magnus Financial Group in Its Ranking of Top RIA Firms 2023
Financial Advisor Magazine Recognizes Magnus Financial Group in Its 2023 RIA Survey and Ranking
Press Release Aug 1, 2023
Financial Advisor Magazine Recognizes Magnus Financial Group in Its 2023 RIA Survey and Ranking
Magnus Financial Group Announces Joseph M. Eppedio, MBA, Has Joined the Firm as a Senior Investment Associate
Press Release May 18, 2023
Magnus Financial Group Announces Joseph M. Eppedio, MBA, Has Joined the Firm as a Senior Investment Associate
Michael S. Schwartz, CFP, AEP Receives Forbes' Best-in-State Wealth Awards 2023 Recognition
Press Release Apr 17, 2023
Michael S. Schwartz, CFP, AEP Receives Forbes' Best-in-State Wealth Awards 2023 Recognition
Magnus Financial Group Announces Chase Wickenheiser Has Joined the Firm as an Associate
Press Release Jan 31, 2023
Magnus Financial Group Announces Chase Wickenheiser Has Joined the Firm as an Associate
Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2022 RIA Survey and Ranking
Press Release Jul 29, 2022
Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2022 RIA Survey and Ranking
Magnus Financial Group Announces Michael Margiasso Has Joined the Firm as an Investment Operations Associate
Press Release Jun 9, 2022
Magnus Financial Group Announces Michael Margiasso Has Joined the Firm as an Investment Operations Associate
Magnus Financial Group Announces James J. Broderick Has Joined the Firm as Director of Investment Research & Trading
Press Release Jun 6, 2022
Magnus Financial Group Announces James J. Broderick Has Joined the Firm as Director of Investment Research & Trading
Magnus Financial Group Announces Drew Collins Has Joined the Firm as a Senior Managing Director
Press Release May 5, 2022
Magnus Financial Group Announces Drew Collins Has Joined the Firm as a Senior Managing Director
Magnus Financial Group Announces Marc Beekman Has Joined the Firm as Investment Research Associate
Press Release May 3, 2022
Magnus Financial Group Announces Marc Beekman Has Joined the Firm as Investment Research Associate
Magnus Financial Group Announces Derek DeRosa Has Joined the Firm as Investment Research Associate
Press Release Apr 22, 2022
Magnus Financial Group Announces Derek DeRosa Has Joined the Firm as Investment Research Associate
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Advisors Recognition
Press Release Apr 18, 2022
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Advisors Recognition
Sharon Hayut, CFP®, CDFA® Receives Forbes' Best-in-State Women Advisors Recognition
Press Release Feb 10, 2022
Sharon Hayut, CFP®, CDFA® Receives Forbes' Best-in-State Women Advisors Recognition
Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager
Press Release Jan 24, 2022
Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager

Magnus Financial Group LLC ("Magnus") is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager.
Magnus Financial Group Announces That Sharon Hayut, CFP®, CDFA® Has Joined the Firm as Senior Managing Director
Press Release Jan 7, 2022
Magnus Financial Group Announces That Sharon Hayut, CFP®, CDFA® Has Joined the Firm as Senior Managing Director
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Inaugural Top Financial Security Professional (FSP) Recognition
Press Release Oct 25, 2021
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Inaugural Top Financial Security Professional (FSP) Recognition
Magnus Financial Group Announces Leslie Hwang Has Joined the Firm as Vice President & Client Relationship Manager
Press Release Oct 11, 2021
Magnus Financial Group Announces Leslie Hwang Has Joined the Firm as Vice President & Client Relationship Manager
Magnus Financial Group Announces Jennifer Laughnan Has Joined the Firm as Vice President of Investment Operations
Press Release Oct 4, 2021
Magnus Financial Group Announces Jennifer Laughnan Has Joined the Firm as Vice President of Investment Operations
Magnus Financial Group Announces Katherine Babicz, CFP®, Has Joined the Firm as Vice President of Investment Operations
Press Release Sep 27, 2021
Magnus Financial Group Announces Katherine Babicz, CFP®, Has Joined the Firm as Vice President of Investment Operations
Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2021 RIA Survey and Ranking
Press Release Jul 30, 2021
Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2021 RIA Survey and Ranking
Michael S. Schwartz, CFP®, AEP® Makes Forbes' 2021 Best-in-State Wealth Advisors List
Press Release Feb 18, 2021
Michael S. Schwartz, CFP®, AEP® Makes Forbes' 2021 Best-in-State Wealth Advisors List
Magnus Financial Group Announces Anna Caponsacco Has Joined as Vice President of Investment Operations
Press Release Dec 15, 2020
Magnus Financial Group Announces Anna Caponsacco Has Joined as Vice President of Investment Operations
Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2020 RIA Ranking
Press Release Aug 18, 2020
Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2020 RIA Ranking
Magnus Financial Group Announces Anthony Natelli, CFA, CAIA, Has Joined as an Investment Research Associate
Press Release May 19, 2020
Magnus Financial Group Announces Anthony Natelli, CFA, CAIA, Has Joined as an Investment Research Associate
Magnus Financial Group Announces Travis R. Nelson, CFP® Has Joined the Firm as a Vice President
Press Release Feb 24, 2020
Magnus Financial Group Announces Travis R. Nelson, CFP® Has Joined the Firm as a Vice President
Michael S. Schwartz Makes Forbes' Best-in-State Wealth Advisors (NYC) List
Press Release Feb 10, 2020
Michael S. Schwartz Makes Forbes' Best-in-State Wealth Advisors (NYC) List
Magnus Financial Group LLC Earns Acclaim on RIA Channel's Top 100 Wealth Managers List for 2019
Press Release Jan 23, 2020
Magnus Financial Group LLC Earns Acclaim on RIA Channel's Top 100 Wealth Managers List for 2019