Reflecting on 2024: A Year in Review
As 2024 comes to a close, we at ARK Financial Wellness find ourselves reflecting on what has been a truly eventful and fulfilling year. It’s been a journey filled with professional accomplishments, personal growth, and memorable moments—and none of it would have been possible without YOU. Your trust, partnership, and support are the foundation of everything we do, and for that, we are profoundly thankful.
As we prepare to welcome 2025, we wanted to take a moment to celebrate some of the highlights from this incredible year that we are especially proud of.
Celebrating ARK’s 3rd Birthday
This year marked ARK Financial Wellness’s third birthday! It’s humbling to reflect on how far we’ve come in such a short time, and we’re incredibly proud of the impact we’ve made in helping our clients achieve their financial and personal goals. Whether it was setting goals, developing personalized strategies, or simply helping to provide peace of mind, every success story and new client coaching session reaffirmed our mission to help others achieve their most fulfilling return on life. Watching clients take control of their financial journeys is and has always been one of the greatest joys of our work.
Industry Conferences and Continuous Learning
In April, we attended our annual industry conference at Disney World, themed “Unleash Your Superpower.” The event celebrated the inner strength that drives us all, drawing inspiration from Marvel superheroes like Iron Man, Captain America, and Captain Marvel. From strategic insights to teamwork lessons, the conference left us energized, motivated, and ready to take ARK to new heights. At the conference, we were also thrilled to receive the “Rising Star” award for our year-over-year increased production!
Professional Awards and Recognition
In August, ARK Financial Wellness was named the 2024 A-List Winner in the category of Financial Advisor by St. Louis Magazine’s A-List Choice Awards! This prestigious list is a tribute to the region’s best, as voted by the readers, and we are incredibly proud to be recognized alongside other outstanding businesses in the St. Louis community.
Additionally, this year, Lisa Avenevoli, Owner and Lead Advisor of ARK Financial Wellness, was honored with the Five Star Best in Client Satisfaction Wealth Manager award for the 10th consecutive year! Her commitment to serving clients with integrity, expertise, and genuine care continues to set her apart in the industry.
Cherishing Family Milestones
Beyond the professional milestones, 2024 was a year of creating memories with our families. From summer vacations filled with sunshine and laughter to celebrating anniversaries—Lisa and Craig marked 19 years of marriage, while Isabel and Adam celebrated 18—we’re reminded of the importance of balance and prioritizing what matters most.
Parenting also kept the ARK team on our toes, as Lisa’s kids are now 14, 15, and 10, while Isabel juggles life with her 16, 13, 10, and 6-year-old. These personal moments remind us that life’s richness comes from the connections we foster with those we love.
Looking Ahead to 2025
As we close the chapter on this amazing year, we are filled with gratitude for the incredible journey it has been. Your trust and partnership inspire us to keep growing and striving for excellence every day.
From all of us at ARK Financial Wellness, thank you for being part of our story. Here’s to an even brighter 2025!
Disclaimer:
This work is powered by Advisor I/O under the Terms of Service and may be a derivative of the original.
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation.
This content not reviewed by FINRA
ARK Financial Wellness, LLC is an independent firm with advisory services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser. Blackridge Asset Management is an SEC Registered Investment Advisory Firm.
ARK’s YouTube Videos
What is a Fiduciary?
Lisa talks about what a fiduciary is and why its so important to work with someone who is held to a fiduciary standard when it comes to managing your money.
Read more about our Fiduciary Commitment here.
SECURE Act 2.0 Highlights
What is the SECURE Act? Lisa shares a brief summary of what it is, what the original bill included and how the changes in the SECURE Act 2.0 can help you save for a more successful retirement.
Click here to check out our blog post on this topic.
The Financial Future is Female
Traditionally, men have handled the finances. But at ARK, we are finding that more and more women, regardless of their relationship status- Single, married, divorced, widowed – are making the big financial decisions and are managing the day-to-day finances. Watch this video to learn more about the unique challenges and the many opportunities that women have when it comes to our finances. Check out the blog post on this topic also.
How to Start Out on the Right Foot in 2023
Lisa shares some questions to ask yourself and your loved ones which will help you to grow financially and personally in the new year.
Planning for Your Future…and for Your Today
We find that clients sometimes struggle with doing what is needed to save for their future needs and goals, but also having enough leftover to live for today. Watch this video to find out what it means to live for today.
How Much Should I be Saving and Spending at Age 40?
“Where should I be – financially – at age 40?” Or any age for that matter? We get this question a lot at client meetings. While Google and benchmarks can help you get started, they can’t give you the answers you need for your particular situation, lifestyle and goals. Watch more to get tips on how to save and spend your money wisely at any age!
Real vs Fake Financial Advisors
Set the bar high, and do your homework in seeking a Financial Advisor to aid in making crucial financial decisions for you and your family. Get a good understanding of their background, education, experience and services by using free online tools to help you differentiate real from fake Financial Planners/Advisors!
If you have more questions about this, visit our FAQs page.
