Monument Wealth Ranks Amongst Highest-Scoring Companies on Inc. Journal’s 2023 Listing of Finest Workplaces

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Monument Wealth Administration is thrilled and honored to be listed amongst America’s finest workplaces in Inc. Journal’s annual Finest Workplaces listing for 2023! 

Featured within the Could/June 2023 problem, the listing is a complete measurement of American firms which have excelled in creating distinctive workplaces and firm tradition, whether or not working in a bodily or a digital surroundings. The problem hit newsstands on Could 16, 2023, and is prominently featured on Inc.com.

“Being named to Finest Workplaces is an honor that solely a small fraction of firms have been capable of declare,” says Inc. editor-in-chief Scott Omelianuk. “Proving to the world that you just’re a magnet for expertise and have a tradition that retains groups engaged, productive, and proud to return to work is a really exceptional achievement.”

Why This Award Means So A lot to Us

Once we opened our doorways for enterprise in 2008, we envisioned a agency and a tradition that might problem the trade establishment by being the other of the whole lot we needed to flee —a agency that extra intently resembled a inventive company the place the output is thoughtfully-crafted and monetary recommendation is simple to grasp, actionable and measurable. A agency the place probably the most inventive, sensible, entrepreneurial, revered, and real folks gathered every day to provide monetary recommendation to purchasers who really valued it. An everlasting revolutionary agency that might supply purchasers and their future generations actual, targeted wealth recommendation by way of a singular course of utterly uncontained by any giant company agenda.

Monument’s tradition is constructed on a enjoyable, affable, collaborative surroundings that values the distinctive contributions of every Group member.  Guided by eight core rules, our staff are inspired and empowered to behave like house owners of the agency, produce inventive and revolutionary options, and develop robust, long-lasting relationships with our purchasers, offering them with the perfect service and recommendation potential.  We imagine this units the situation for our Group Members to study, flourish and acquire confidence every single day.  Our dedication to our tradition materializes by way of this 2023 award by Inc. Journal in addition to quite a few different recognitions through the years, together with the Washington Enterprise Journal’s listing of “Finest Locations to Work,” the Northern Virginia Household Service’s Firms Responsive Employers (CARE) Award, and Entrepreneur’s “Entrepreneur360” recognition.

Our purchasers respect our tradition as a result of they know that the Group’s ardour, mental curiosity, and dedication will present them with the worth and expertise they’re on the lookout for in a wealth administration workforce.

Inc’s Survey Methodology

After accumulating information from 1000’s of submissions, Inc. chosen 591 honorees this yr. Every firm nominated took half in an worker survey, carried out by Quantum Office, which included matters like administration effectiveness, perks, fostering worker development, and general firm tradition. The group’s advantages had been additionally audited to find out general rating and rating.

To be eligible for the 2023 Inc. Finest Workplaces award, Monument needed to submit an software, full the Quantum Office worker survey, and meet every of the next {qualifications}:

  • Be impartial (not a subsidiary or division of one other firm)
  • Be primarily based in america
  • Have at the very least 5 everlasting staff
  • Have been in enterprise at the very least 2 years
  • Have whole annual income lower than $1 billion

Be taught extra in regards to the Inc Finest Locations to Work survey right here.

About Inc. Media

The world’s most trusted business-media model, Inc. provides entrepreneurs the data, instruments, connections, and neighborhood to construct nice firms. Its award-winning multiplatform content material reaches greater than 50 million folks every month throughout quite a lot of channels together with web sites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 listing, produced yearly since 1982, analyzes firm information to acknowledge the fastest-growing privately held companies in america. The worldwide recognition that comes with inclusion within the 5000 offers the founders of the perfect companies a possibility to have interaction with an unique neighborhood of their friends, and the credibility that helps them drive gross sales and recruit expertise. The related Inc. 5000 Convention is a part of a extremely acclaimed portfolio of bespoke occasions produced by Inc. For extra data, go to www.inc.com.

*Please see vital rating disclosure data right here. 

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