Bogart Wealth Included In The 2022 InvestmentNews Best Places To Work For Financial Advisers Rankings – Yahoo Finance

In addition, independent wealth management firm announces new hires and open positions

MCLEAN, Va., April 5, 2022 /PRNewswire/ — Bogart Wealth, an independent, fee-only wealth management and Registered Investment Advisory firm, recently announced that they were listed in the InvestmentNews 2022 Best Places to Work for Financial Advisers rankings. Currently in its fifth year, the program recognizes financial advice businesses that create meaningful work experiences for all their professionals and value a commitment of excellence to both their employees and clients.

Bogart Wealth Included in the 2022 InvestmentNews Best Places to Work for Financial Advisers Rankings In addition, independent wealth management firm announces new hires and open positions (PRNewsfoto/Bogart Wealth)

“We’ve taken great care in building a fun and caring environment and a family-oriented, collegial and collaborative team.”

“I’m very proud of our team and our firm for receiving this recognition,” said James Bogart, President and CEO of Bogart Wealth. “We pride ourselves in creating a fun and caring work environment, and we’ve taken great care in building a family-oriented, collegial, and collaborative team – so we’re very happy to see that acknowledged with this ranking.”

Each year, this program is conducted in partnership with employee survey firm Best Companies Group. Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices, and demographics, and employees complete a survey designed to measure the employee experience. Scores from the employee survey represent three-quarters of the weight of the final rankings.

“The 75 firms presented here go beyond offering financial advisers attractive benefits and perks,” said InvestmentNews. “They create workplaces that empower employees with the skills and confidence necessary to deliver the best possible investment and financial planning guidance to clients. In 2022, they’re also taking steps to keep employees safe during the ongoing pandemic.”

Here are the factors that Bogart Wealth believes helped them be included in the rankings:

  • Core values include communication, commitment, teamwork, integrity, growth, and fiduciary

  • Fun, exciting, caring, understanding, and inclusive work environment

  • Family-oriented, collegial, and collaborative group of team players that are always willing to help each other so no one is overwhelmed

  • Team members truly care about one another as individuals and the firm encourages personal connections

  • High level of trust amongst team members

  • Tasks get accomplished quickly and the firm …….