FAIRFIELD, Conn., May 25, 2023 – Moneco Advisors LLC, (monecoadvisors.com), has been recognized as a 2023 Best Places to Work for Financial Advisers as announced by InvestmentNews.
Moneco was chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
“There is a parable out there that tells the story of the janitor at NASA. During the height of the space race this janitor was asked by a passerby what he ‘does’ for NASA, and he answered, ‘I send people to the moon.’ This is how we want everyone on our team to feel about our clients. We all help them retire, send kids to college, move into their dream home, etc. regardless of our individual
roles on the team” said Derrek Metz, Managing Partner.
“This honor is a true testament to the culture we have built and how we have been able to align our team around putting our clients first and having some fun along the way.” said Charlie Rocco,
Managing Partner. “When we look at what we have built at Moneco, it is a simply a collection of very talented people who are driven to improve client outcomes everyday, together. That drive has made us more successful that we could have imagined, and this recognition is symbolic of that commitment.
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.
“Every year, InvestmentNews is proud to profile those who prioritize taking care of their own. We applaud this year’s Best Firms for Advisors winners for investing in their most precious resource: their people.” said Paul Curcio, executive editor of InvestmentNews.
To learn more about the InvestmentNews 2023 75 Best Places to Work for Financial Advisers, please go to Investment News link here.
About Moneco Advisors, LLC
Moneco Advisors was founded in 1980 at a time when transactions ruled, and clients’ best interests were often lost in the shuffle. Since its inception, the team at Moneco always felt that clients deserved more. The firm was built to provide a truly client centric approach: In-depth financial planning that puts each client’s needs, priorities and goals at the center of its relationships. Moneco’s robust team consists of fourteen CERTIFIED FINANCIAL PLANNER® professionals, two Accredited Investment Fiduciaries®, two Certified Investment Management Analyst®
designees, four MBAs and two advisors with their Juris Doctorate, to help clients meet their increasingly complex financial planning needs.
Selection Criteria
Each year, InvestmentNews recognizes standout employers in the financial advice industry. These firms, ranging from small practices with fewer than 20 people to large companies with hundreds,
invest in creating a work atmosphere and culture that attracts the best employees. The annual list of top firms is compiled by Best Companies Group through online employee and employer surveys. The collected information is combined to determine the strengths of each of the firms that voluntarily participate in the program and each workplace is ranked on this data. To qualify as one of InvestmentNews Best Places to Work for Financial Advisors, an advice firm must have at least 15 employees and have been in business for one year. There is no charge to register.