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Monument Wealth Ranks Amongst Highest-Scoring Companies on Inc. Journal’s 2023 Record of Finest Workplaces

Monument Wealth Administration is thrilled and honored to be listed amongst America’s finest workplaces in Inc. Journal’s annual Finest Workplaces listing for 2023! 

Featured within the Could/June 2023 concern, the listing is a complete measurement of American corporations which have excelled in creating distinctive workplaces and firm tradition, whether or not working in a bodily or a digital surroundings. The problem hit newsstands on Could 16, 2023, and is prominently featured on

“Being named to Finest Workplaces is an honor that solely a small fraction of corporations have been in a position to declare,” says Inc. editor-in-chief Scott Omelianuk. “Proving to the world that you just’re a magnet for expertise and have a tradition that retains groups engaged, productive, and proud to return to work is a very exceptional achievement.”

Why This Award Means So A lot to Us

Once we opened our doorways for enterprise in 2008, we envisioned a agency and a tradition that may problem the trade establishment by being the alternative of every thing we wished to flee —a agency that extra carefully resembled a inventive company the place the output is thoughtfully-crafted and monetary recommendation is simple to grasp, actionable and measurable. A agency the place probably the most inventive, good, entrepreneurial, revered, and real folks gathered every day to present monetary recommendation to shoppers who really valued it. A permanent modern agency that may supply shoppers and their future generations actual, targeted wealth recommendation via a singular course of utterly uncontained by any giant company agenda.

Monument’s tradition is constructed on a enjoyable, affable, collaborative surroundings that values the distinctive contributions of every Staff member.  Guided by eight core ideas, our staff are inspired and empowered to behave like house owners of the agency, produce inventive and modern options, and develop robust, long-lasting relationships with our shoppers, offering them with the most effective service and recommendation attainable.  We imagine this units the situation for our Staff Members to study, flourish and achieve confidence day-after-day.  Our dedication to our tradition materializes via this 2023 award by Inc. Journal in addition to quite a few different recognitions through the years, together with the Washington Enterprise Journal’s listing of “Finest Locations to Work,” the Northern Virginia Household Service’s Corporations Responsive Employers (CARE) Award, and Entrepreneur’s “Entrepreneur360” recognition.

Our shoppers respect our tradition as a result of they know that the Staff’s ardour, mental curiosity, and dedication will present them with the worth and expertise they’re on the lookout for in a wealth administration crew.

Inc’s Survey Methodology

After amassing knowledge from hundreds of submissions, Inc. chosen 591 honorees this 12 months. Every firm nominated took half in an worker survey, performed by Quantum Office, which included subjects like administration effectiveness, perks, fostering worker development, and total firm tradition. The group’s advantages had been additionally audited to find out total rating and rating.

To be eligible for the 2023 Inc. Finest Workplaces award, Monument needed to submit an utility, full the Quantum Office worker survey, and meet every of the next {qualifications}:

  • Be impartial (not a subsidiary or division of one other firm)
  • Be based mostly in the USA
  • Have at the least 5 everlasting staff
  • Have been in enterprise at the least 2 years
  • Have whole annual income lower than $1 billion

Study extra concerning the Inc Finest Locations to Work survey right here.

About Inc. Media

The world’s most trusted business-media model, Inc. provides entrepreneurs the data, instruments, connections, and group to construct nice corporations. Its award-winning multiplatform content material reaches greater than 50 million folks every month throughout quite a lot of channels together with web sites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 listing, produced yearly since 1982, analyzes firm knowledge to acknowledge the fastest-growing privately held companies in the USA. The worldwide recognition that comes with inclusion within the 5000 offers the founders of the most effective companies a chance to interact with an unique group of their friends, and the credibility that helps them drive gross sales and recruit expertise. The related Inc. 5000 Convention is a part of a extremely acclaimed portfolio of bespoke occasions produced by Inc. For extra info, go to

*Please see essential rating disclosure info right here. 



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