Santa Barbara, California, July 11, 2022 - Mission Wealth is proud to be Certified™ by Great Place to Work® for the third year in a row. The prestigious award is based entirely on what current employees say about their experience working at Mission Wealth. This year, 100% of employees said it’s a great place to work – compared to the average U.S. company at 57%. Take a look at Mission Wealth’s company profile on this year’s showcase.
“We are honored to obtain Great Place to Work-Certified status for the third consecutive year as our employees are the core of our company and, ultimately, the ones who drive us forward,” said Matt Adams, Chief Executive Officer and Managing Partner. “Our goal is to create an environment of inclusion, integrity and excellence where people of all walks of life feel welcome and inspired. Achieving this status reaffirms our position as an employer of choice, creating a positive work experience for our employees across the country. We are proud to be among this group of phenomenal organizations that are being recognized.”
Great Place to Work Certification™ is recognized worldwide by employees and employers alike and is the global benchmark for identifying outstanding employee experiences.
Company Culture at Mission Wealth
The employee experience below at Mission Wealth, compared to a typical company.
In 2022, Mission Wealth has invested in its employees by fostering professional and personal growth through initiatives including affinity groups, like volunteering, fitness, book club, and Diversity, Equity, and Inclusion, while expanding the Women on a Mission group. We have expanded on our onboarding process with a focus on mentorship, impact, the mission of Mission Wealth, our company values, and peer relationships. Mission Wealth also introduced an employee award based on peer nominations and voting - the MVP award.
Mission Wealth continued this focus of culture and impact at our annual employee retreats, both in Austin, Texas and Phoenix, Arizona. Both events welcomed all employees and hosted team visioning exercises, group volunteering at both Keep Austin Beautiful and St. Mary's Food Bank, as well as a fun atmosphere where team members got to know each other better over local excursions.
We have continued to advocate for social impact and environmental stewardship in the community, while also strengthening our relationship with nonprofits our employees are passionate about in their communities. In the past year, Mission Wealth was able to contribute to more than 250 nonprofits across the country, as well as worldwide initiatives, including the humanitarian effort in Ukraine. Mission Wealth continues to be a Certified Green Business and leads by example in how other companies can mindfully operate, purchase products, and reduce their carbon footprint. We also continued to foster a culture of caring and impact at Mission Wealth by implementing a Volunteer Time Off policy, where all employees have paid time off for volunteering in addition to our donation matching policy.
"Giving back is a big part of our culture at Mission Wealth," said Seth Streeter, Co-Founder and Chief Impact Officer. "Our volunteering strategy allows us to stay close as a team and connected within the communities we serve."
Why Work at Mission Wealth?
See what employees say about what makes Mission Wealth a great workplace. These words are drawn from employee comments on the Trust Index™ survey.
“Great Place to Work Certification™ isn’t something that comes easily – it takes ongoing dedication to the employee experience,” said Sarah Lewis-Kulin, vice president of global recognition at Great Place to Work. “It’s the only official recognition determined by employees’ real-time reports of their company culture. Earning this designation means that Mission Wealth is one of the best companies to work for in the country.”
According to Great Place to Work research, job seekers are 4.5 times more likely to find a great boss at a Certified great workplace. Additionally, employees at Certified workplaces are 93% more likely to look forward to coming to work, and are twice as likely to be paid fairly, earn a fair share of the company’s profits and have a fair chance at promotion.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 that oversees over $4.8 billion in client assets under management. Mission Wealth is known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and risk management solutions tailored to each client’s needs.
Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
About Great Place to Work Certification™
Great Place to Work® Certification™ is the most definitive “employer-of-choice” recognition that companies aspire to achieve. It is the only recognition based entirely on what employees report about their workplace experience – specifically, how consistently they experience a high-trust workplace. Great Place to Work Certification is recognized worldwide by employees and employers alike and is the global benchmark for identifying and recognizing outstanding employee experience. Every year, more than 10,000 companies across 60 countries apply to get Great Place to Work-Certified.
Great Place to Work® Trust Index™
All Mission Wealth employees were sent a survey from the Great Place to Work® team, Emprising. The survey asked questions to gain a detailed understanding of the data behind the firm’s employee experience, including the organizational strengths and opportunity areas. The overall design included 60 core Trust Index© statements and two open-ended questions. There were 72 out of 80 responses from employees from June 1, 2022 to June 30, 2022, which was a high enough percentage of the firm’s list eligibility. Survey results were based on the 72 responses to the survey. The survey’s scale measured consistency of employee experience: “almost always untrue” to “almost always true”. Scores were presented in % positive: “often true” or “almost always true”.
Survey results indicated that 100% of employees at Mission Wealth agree that the firm is a great place to work, compared to the benchmark of firms listed in the 2021 Great Place to Work® Global Employee Engagement Study, which was 57% (and all employees at a typical U.S. based company). This year Mission Wealth also ranked higher than the same benchmarked companies on average in credibility, respect, fairness, pride, and camaraderie. Visit Mission Wealth’s company profile here to learn more about our results.
About Great Place to Work®
Great Place to Work® is the global authority on workplace culture. Since 1992, they have surveyed more than 100 million employees worldwide and used those deep insights to define what makes a great workplace: trust. Their employee survey platform empowers leaders with the feedback, real-time reporting and insights they need to make data-driven people decisions. Everything they do is driven by the mission to build a better world by helping every organization become a great place to work For All™.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISER. THIS DOCUMENT IS SOLELY FOR INFORMATIONAL PURPOSES, NO INVESTMENTS ARE RECOMMENDED. ADVISORY SERVICES ARE ONLY OFFERED TO CLIENTS OR PROSPECTIVE CLIENTS WHERE MISSION WEALTH AND ITS REPRESENTATIVES ARE PROPERLY LICENSED OR EXEMPT FROM LICENSURE. NO ADVICE MAY BE RENDERED BY MISSION WEALTH UNLESS A CLIENT SERVICE AGREEMENT IS IN PLACE.