Year-end Tax Insights!
Mission Wealth Named a 2024 Inc. Best Workplace
Mission Wealth has been named an Inc. Magazine Best Workplace. Featured in the May/June 2024 issue and prominently featured on Inc.com, the list is the result of a comprehensive measurement of American companies that have excelled in creating exceptional workplaces and company cultures.
“We are thrilled and honored to receive the Inc. Best Workplaces award, which is a testament to our team of professionals’ hard work and dedication. Our purpose has always been to provide caring advice that empowers people to realize true wealth, and our core values of caring, committed, growth-minded, and adaptable have guided us in creating a culture that is second to none.” said Dannell Stuart, President and Partner. “We are proud to have built a team that excels at what they do and genuinely cares for each other and our clients. This recognition is a reflection of our commitment to creating a workplace that fosters growth, learning, and a sense of community.”
After collecting data from thousands of submissions, Inc. selected 543 honorees this year. Each company that was nominated took part in an employee survey, conducted by Quantum Workplace, which included topics such as management effectiveness, perks, fostering employee growth, and overall company culture. The organization’s benefits were also audited to determine the overall score and ranking.
“Each year, Inc.’s Best Workplaces program recognizes the very best in terms of companies that have fostered a truly amazing culture,” says Inc. editor-in-chief Mike Hofman. “We use hard metrics and data as well as qualitative measures for judging in order to find the very best—and we’re proud that the program is highly selective.”
Survey results showed that the word caring best describes Mission Wealth’s work environment. 100% of survey participants believed that the senior leaders of the organization value people as their most important resource. Team respondents also saw professional growth and career development opportunities for themselves in the organization. This year’s survey results also highlighted the following:
- 95.34 overall score compared to the average medium-size finalist of 91.00
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97% of women and 91% of men feel that if they contribute to Mission Wealth’s success, they will be recognized
- 92.68% of team members were highly engaged
One anonymous employee wrote, “The culture at our firm is extremely caring on all levels of the organization and it is evident that the leadership team’s objective is to help everyone achieve the levels of success we have set out to achieve. Our input matters and we also have very open lines of communication- a very open-door policy. Our leadership team and everyone around the firm exemplify our core values. It’s truly the best place to work for!”
“I have worked at Mission Wealth for almost 20 years and have been given every opportunity to succeed both professionally and personally. Upper management has, on several occasions, not taken compensation so that the firm did not have to lay off any employees due to recessions; this speaks to the commitment of the company, to its employees, and doing the right thing for its people.”
“Mission Wealth is a people-over-profits organization that values their employees and treats everyone with equal respect. The firm consistently strives to do what’s best for employees which in turn empowers employees to strive for greatness within the firm. It feels like a very unique firm and I’m grateful to work here.”
About Inc. Media
The world’s most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including websites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. For methodology and more information, visit www.inc.com.
Award disclosure: This annual award is the result of a wide-ranging and comprehensive measurement of private American companies who have created exceptional workplaces through vibrant cultures, deep employee engagement, and stellar benefits. Out of thousands of applicants, Inc. singled out just under 300 winning companies. The 2024 Inc. Best Workplaces Awards assessed applicants on the basis of benefits offered and employees’ responses to a unique, 30-question survey fielded by each of the applying companies. Responses were evaluated by the research team at Quantum Workplace. For its results to qualify, each company had to achieve a statistically significant response rate based on employee count. Survey scores account for employer size to level the playing field between small and large businesses. All companies had to have minimum of 10 employees and to be U.S.-based, privately held, and independent – that is, not subsidiaries or divisions of other companies. Employees were asked, but not required to participate in an anonymous survey about company culture and practices. The questionnaires are structured to make it equally easy for a participants to provide both favorable and unfavorable responses, and are not designed to produce a pre-determined result. A fee of $345 was paid to apply. Award is based off current year employee survey results.
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Through our comprehensive platform and expertise, Mission Wealth can guide you through all of life's events, including retirement, investment planning, family planning, and more. You will face many financial decisions. Let us guide you through your options and create a plan.
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. We are fiduciaries, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.
To schedule a meeting with a Mission Wealth financial advisor, contact us today at (805) 882-2360.
Mission Wealth is a Registered Investment Advisor. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00603452 06/24
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