TrueWealth Ranks 4th in Nation in List From Great Place to Work® and Fortune
TrueWealth, LLC, one of Atlanta's leading providers of wealth management services, ranked 4th on the list of the country's 30 Best Workplaces in Financial Services and Insurance and is the only Georgia company in the ranking.
ATLANTA, July 20, 2016 /PRNewswire/ -- TrueWealth, LLC, one of Atlanta's leading providers of wealth management services, ranked 4th on the list of the country's 30 Best Workplaces in Financial Services and Insurance and is the only Georgia company in the ranking from the research and consulting firm Great Place to Work® and Fortune. The list is based on feedback from more than 41,000 employees in the financial services and insurance sector. Companies with the highest employee rankings for trust, camaraderie, respectful treatment and more make up the top 30.
"Every day at TrueWealth we distinguish ourselves by helping clients meet their financial and life goals, but we could not do that without first highly valuing those objectives for our employees," said Jim Heard, TrueWealth President and CEO. "Earning such a high spot and being the only Georgia company represented in this Fortune ranking is an incredibly proud moment which our family of employees will most definitely celebrate."
TrueWealth earned this ranking based on employees' anonymous responses to questions about their workplace. The company exceeded benchmarks including issues of fairness, professional advancement, camaraderie and other traits essential to a rewarding career. Among its many employee benefits, TrueWealth offers 100 percent coverage of employee premiums for group medical, dental and vision insurance, four weeks paid time off in addition to a generous holiday schedule, a section 125 "cafeteria" plan, a wellness program, and access to on-site fitness facility, paid parking, and bonuses for business development and employee referrals.
"The Best Workplaces in Financial Services and Insurance prove that money isn't everything," said Michael Bush, CEO of Great Place to Work. "While employees give them high marks for compensation, these businesses also offer a level playing field for advancement and consistent opportunities for professional growth. In turn, team members at the Best Workplaces report high levels of commitment and cooperation that give these organizations a competitive advantage."
The Best Workplaces in Financial Services and Insurance is one of a series of rankings by Great Place to Work and Fortune based upon employee survey feedback from Great Place to Work®-Certified organizations.
TrueWealth and its executives routinely earn numerous awards and recognitions, most recently including Best Places to Work in Georgia from Georgia Trend (TrueWealth 2016); AdvisoryHQ's list of the Top 11 Best Financial Advisors in Atlanta (TrueWealth, 2016); the American Institute of CPAs (AICPA) Standing Ovation Award (Michael Maiorano, 2016); Financial Planning Magazine's Top 150 RIA Firms (TrueWealth, 2016); the #1 Best Workplace for Women by Fortune and Great Place to Work® (TrueWealth, 2015); and CNBC Digital's list of the Top 100 Fee-Only Wealth Management Firms in the United States (TrueWealth, 2015 and 2014).
About Great Place to Work® Great Place to Work® is the global authority on high-trust, high-performance workplace cultures. Through proprietary assessment tools, advisory services, and certification programs, including Best Workplaces lists and workplace reviews, Great Place to Work® provides the benchmarks, framework, and expertise needed to create, sustain, and recognize outstanding workplace cultures. In the United States, Great Place to Work® produces the annual Fortune 100 Best Companies to Work For® list and a series of Great Place to Work® Best Workplaces lists, including lists for Millennials, Women, Diversity, Small and Medium companies, as well as lists representing many different industries.
About TrueWealth TrueWealth provides independent wealth management services to individuals and families. Founded in 1999 and based in Atlanta, the fee-only advisory firm is known for combining informed expertise with a highly personalized experience to help clients meet their financial—and life—goals. The TrueWealth team, which manages approximately $1 billion on behalf of more than 300 clients, prides itself on the ability to carefully listen to client needs, address their unique challenges, and help them meet their important financial goals.
The firm recently changed its name to TrueWealth from Windham Brannon Financial Group and continues to provide the same ongoing commitment to its clients by providing independent wealth management services. For more information on the TrueWealth experience, visit www.truewealth.com. Find and follow the firm on LinkedIn, Facebook, and Twitter.