Justin Stevens Named to Forbes 2026 Best-in-State Next-Gen Wealth Advisors List

O’Keefe Stevens Advisory is proud to announce that President Justin Stevens, CFP®, has been named to the Forbes 2026 Best-in-State Next-Gen Wealth Advisors list.

The recognition highlights the next generation of wealth advisors across the country who are helping shape the future of the wealth management industry.

For Stevens, the recognition reflects a career focused on building long-term relationships with clients and helping individuals and families make thoughtful decisions about their financial futures.

“I’m incredibly honored to be recognized by Forbes, but this is really a reflection of the people around me,” said Stevens. “I’m grateful for the trust our clients place in us, the dedication of our team, and the professional partners who work alongside us to serve our clients. We’ve built O’Keefe Stevens Advisory around the belief that great financial advice starts with great relationships, and I’m proud of what our team continues to build together.”

Stevens began his investment advisory career in 2009 and today serves as President of O’Keefe Stevens Advisory. A CERTIFIED FINANCIAL PLANNER™ professional, he earned his Bachelor of Science in Business Administration from Nazareth College and completed the Securities Industry Institute program at the University of Pennsylvania’s Wharton School.

Throughout his career, Stevens has remained actively involved in the Rochester community. He has also previously been recognized by the Rochester Business Journal as a Forty Under 40 honoree.

At O’Keefe Stevens Advisory, Stevens works alongside a team focused on providing comprehensive financial planning and investment management to individuals and families. The firm’s approach combines personalized financial planning, independent investment research and an emphasis on long-term client relationships.

“This recognition is especially meaningful because of the way Justin approaches this business,” said Peter O’Keefe, CFP®, Co-Founder and Visionary of O’Keefe Stevens Advisory. “He genuinely cares about the people we serve and the team we’ve built. His leadership, energy and commitment to our clients have played an important role in the growth of O’Keefe Stevens Advisory, and we’re incredibly proud to see him receive this recognition.”

About O’Keefe Stevens Advisory

O’Keefe Stevens Advisory is an SEC-registered investment advisory firm headquartered in Rochester, New York. The firm provides comprehensive financial planning and investment management designed to help individuals and families confidently spend, save, invest and give. O’Keefe Stevens Advisory combines relationship-focused financial planning with independent investment research and personalized client support.

For more information about O’Keefe Stevens Advisory, visit the firm’s website.

About the Forbes Best-in-State Next-Gen Wealth Advisors Ranking

The Forbes Best-in-State Next-Gen Wealth Advisors ranking is developed by SHOOK Research and recognizes advisors across the United States based on an evaluation process that includes qualitative and quantitative criteria. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

Additional information regarding the ranking and methodology is available through Forbes.

Disclaimer

Investment advisory services are offered through O’Keefe Stevens Advisory, Inc., an SEC Registered Investment Advisor. © 2026 O’Keefe Stevens Advisory, Inc. All rights reserved. This content cannot be copied without the express written consent of O’Keefe Stevens Advisory, Inc.