Inc. Magazine Names Mission Wealth a Top Workplace in 2020

In Firm Announcements by Seth Streeter


Today Mission Wealth was recognized as a 2020 Best Workplace by Inc. and is one of the highest-scoring businesses in America, with standout employee engagement.

Mission Wealth is proud to announce that we have been named to Inc. magazine’s annual list of the Best Workplaces for 2020. The list is the result of a wide-ranging and comprehensive measurement of private American companies that have created exceptional workplaces through vibrant cultures, deep employee engagement, and stellar benefits.

"Twenty years ago we had a simple goal, to treat clients and associates how we would want to be treated ourselves,” said founder and CCO Brad Stark. “This recognition by Inc. is special because it exemplifies the core of what our organization is all about. To be fair, supportive, generous and caring.”

Mission Wealth’s vision is to provide caring advice that empowers people to pursue and achieve their 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 advisers and proactive service.

“We will continue to put people first at Mission Wealth. Whether it is for our team members or for our clients, we want to create opportunities and experiences for them to thrive. We will be able to achieve this if we continue to innovate and evolve, creating a dynamic workplace and value-led service offering delivered from a foundation of kindness. Exceptional results produced from a place of collaboration and caring will remain our secret sauce,” said Seth Streeter, Founder and CEO.

Collecting data from more than 3,000 submissions, Inc. singled out 395 finalists for this year’s list. Each nominated company took part in an employee survey, conducted by Quantum Workplace, on topics including trust, management effectiveness, perks, and confidence in the future. Inc. gathered, analyzed, and audited the data. Then we ranked all the employers using a composite score of survey results. This year, 73.5 percent of surveyed employees were engaged by their work.

The strongest engagement scores came from companies that prioritize the most human elements of work. These companies are leading the way in employee recognition, performance management, and diversity. It is a different playbook from a decade ago, when too many firms used the same template: free food, open work environments, and artifacts of “fun.”

“Building a great corporate culture comes only from strong leadership,” says Inc. magazine editor-in-chief Scott Omelianuk. “The companies on Inc.’s Best Workplaces list are setting an example that the whole country can learn from, especially now, when company culture is more important to the workforce than ever.”

While researching the finalists, Inc. and Quantum saw distinct themes:

  • 100 percent provide health insurance.
  • 50 percent allow employees to bring pets to work.
  • 62 percent take employees to offsite retreats to relax and recharge.
  • 20 percent offer paid sabbaticals to reward length of service.

About Mission Wealth

Mission Wealth is a fiduciary and we are proud that our recommendations are solely in our client’s best interests. Our holistic planning process provides clarity, confidence and greater peace of mind. For more information on Mission Wealth, please visit

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. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Conference is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit

About Quantum Workplace

Quantum Workplace, based in Omaha, Nebraska, is an HR technology company that serves organizations through employee-engagement surveys, action-planning tools, exit surveys, peer-to-peer recognition, performance evaluations, goal tracking, and leadership assessment. For more information, visit

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