- May 11, 2023
- Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Ranks Among Highest-Scoring Businesses on Inc. Magazine’s Annual List of Best Workplaces for 2023
We’re thrilled to share that Financial Synergies Wealth Advisors has been named a Best Workplace by Inc. Magazine for 2023.
This recognition as a best workplace reinforces Financial Synergies Wealth Advisors’ commitment to our employees and company culture. We would not be the wealth management firm we are today without the many contributions of our talented and dedicated team members.
Read the full press release here.
Financial Synergies is dedicated to providing a rewarding place to work, along with various career path opportunities for employees. Internal career mobility and team culture helps bring some of the most talented people into the organization, which ultimately leads to a great experience for Financial Synergies’ clients.
As Mike Booker, President of Financial Synergies, stated, “It’s one thing to build a practice that keeps extremely successful clients feeling happy and well taken care of; it is quite another to create and maintain a company culture that does so for our firm’s uniquely talented individuals.”
“Our employees are the most impactful investment we can make in the business. Simply put, we would not be here without their dedication and passion for serving our clients,” said Mike Minter, Chief Investment Officer for Financial Synergies.
“As a small company we have the opportunity to focus on culture and create something we are proud of. Like a mighty oak tree, we may not be the largest or most imposing in the forest, but our deep roots, strong trunk, and nurturing branches create an environment of growth, support, and longevity for all our employees,” said Marie Villard, Director of Operations for Financial Synergies.
After collecting data from thousands of submissions, Inc. selected 591 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 overall score and ranking.
Being named to Best Workplaces is an honor that only a small fraction of companies have been able to claim,” says Inc. editor-in-chief Scott Omelianuk. “Proving to the world that you’re a magnet for talent and have a culture that keeps teams engaged, productive, and proud to come to work is a truly remarkable achievement.”
About Financial Synergies
Financial Synergies Wealth Advisors is an independent wealth management firm headquartered in Houston, TX. Services include comprehensive financial planning, investment management, retirement planning, estate planning, tax planning, and risk management for individuals as well as 401(k) and institutional clients. Financial Synergies manages or advises on over $1 billion in assets, serving clients across the United States for over 35 years.
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 www.inc.com.
Recent Posts
