We are pleased to share that Melissa Joy has been named to the AdvisorHub 200 Women Advisors to Watch 2026, a recognition that highlights women in wealth management who are making a meaningful impact in the industry. This is the first year that Melissa has been recognized on this list. Melissa was ranked #121 on the list and was one of two women recognized in the state of Michigan.
Every recognition we receive at Pearl Planning feels like a team achievement. It reflects the work of our advisors, our support staff, and most of all, the trust our clients place in us.
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About the AdvisorHub Women Advisors to Watch Ranking
AdvisorHub’s ranking identifies advisors based on modern metrics designed to reflect today’s advisory industry. The evaluation process considers three core factors: the scale and quality of the practice, year-over-year growth, and overall professionalism.
To be eligible, nominees must have a minimum of seven years of industry experience, at least $150 million in assets under management, and a clean regulatory record. Participation in the ranking is open to any firm or advisor, and there are no fees for participation. Data utilized for the ranking was prepared as of December 31, 2025.
What ‘Advisors to Watch’ Actually Means
We want to take a moment to talk about what growth means in financial planning. Growing a firm is not the goal by itself. Pearl Planning has grown in assets, clients, and team members because we have stayed focused on doing right by the people we serve.
When a client tells us they finally feel more organized, that they have more clarity, or that they feel less overwhelmed, that is the kind of growth that matters most to us. Numbers tell part of the story, but the relationships behind them tell the rest.
Being named to a list like this is meaningful because it shows that the way we are building Pearl Planning, with intention, high standards, and a genuine commitment to our clients, is resonating.
Our Commitment to You
Pearl Planning is an independent advisory firm. We are fiduciaries, which means we are legally and ethically obligated to act in your best interest.
Our advisors are all CERTIFIED FINANCIAL PLANNER® professionals, and we are always looking for ways to grow our knowledge and improve how we serve you. If your financial life has become more complex and your time feels increasingly limited, we want to help.
If you have been thinking about working with a financial planner, we would be glad to connect. We offer complimentary introductory calls so you can get to know us and share what is on your mind. You can schedule one at pearlplanning.com.
Award Disclosure
Melissa Joy was named to the “AdvisorHub 200 Women Advisors to Watch 2026” ranking issued by AdvisorHub. The ranking uses modern metrics designed to reflect today’s advisory industry and evaluates advisors based on 1) scale and quality of practice, 2) year-over-year growth, and 3) overall professionalism. Nominees are required to have a minimum of seven years of experience, at least $150 million in assets under management, and a clean regulatory record. Data utilized for the ranking was prepared by Melissa Joy as of 12/31/2025. The ranking was released in April 2026. Participation in the ranking is open to any firm or advisor, and there are no fees for participation. This recognition is not indicative of future investment performance or client experience. Third-party rankings are not guarantees of future success.
Important Disclosure: Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Pearl Planning, or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to their individual situation, you are encouraged to consult with the professional advisor of your choosing. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at https://pearlplanning.com/. Please Note: Pearly Planning does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pearl’s web site or blog or incorporated herein and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a PEARL PLANNING client, please contact PEARL PLANNING, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.