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Wealthstream Advisors recognized as a Best Place to Work for Financial Advisors by InvestmentNews for 2021 and 2022

Wealthstream Advisors, Inc. Named Among 2022 Best Places to Work for Financial Advisers by InvestmentNews

March 22, 2022 | By Wealthstream Advisors Press
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New York, March 22, 2022 Wealthstream Advisors, Inc. (“Wealthstream”) an independent boutique wealth management firm announced today it has been recognized as a 2022 Best Places to Work for Financial Advisers by InvestmentNews.

Wealthstream Advisors 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.

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

“In a year that’s seen so much turmoil in the workplace – from mask mandates and canceled office reopenings to The Great Resignation – InvestmentNews is proud to spotlight those firms with a proven record of investing in their most valuable resource: their employees,” said Paul Curcio, executive editor of InvestmentNews. “We applaud this year’s finalists and wish them all the best in 2022.”

To learn more about the InvestmentNews 2022 75 Best Places to Work for Financial Advisers, please go to Bestplacesforadvisers.com.

About Wealthstream Advisors, Inc.

Wealthstream is an independent boutique wealth management firm built on deeply personalized advice and guidance with a select group of clients. Our roots go back to a practice founded in 1996 with the goal of offering comprehensive wealth management services.

Today, Wealthstream, as a fiduciary, offers personalized, in-depth financial planning and unbiased investment management services. Your Wealthstream team has decades of experience in the financial industry and has earned designations and credentials, including Certified Financial PlannerTM practitioner, Certified Public Accountant, Chartered Financial Analyst®, Personal Financial Specialist, Registered Life Planner®, and Global Financial Planner (USA).


Important Disclosures:

Wealthstream Advisors, Inc. ("Wealthstream") is a registered investment adviser. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, https://www.adviserinfo.sec.gov/Firm/129428. Past performance is not a guarantee of future results.


About Investment News
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.

The InvestmentNews headquarters are located in New York, with offices in Washington D.C. InvestmentNews is part of Bonhill Group.

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