Wealthstream Advisors, Inc. Named Among 2021 Best Places to Work for Financial Advisers by InvestmentNews
April 13, 2021 | By Wealthstream Advisors Press
Press Release – New York, March 2021– Wealthstream Advisors, Inc. (“Wealthstream”) an independent boutique wealth management firm announced it has been recognized as a 2021 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.
“We’re honored to have been named among the best places to work by InvestmentNews,” said Founder and President of Wealthstream, Michael Goodman, CPA/PFS, CFP®. “We find success for our clients by helping them live their best lives, and we can only do that when we invest in our greatest asset here at Wealthstream Advisors: our employees. Despite our firm’s growth since its founding in 1996, our core values of teamwork, integrity, accountability, curiosity, and continuous learning have remained the same.”
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.
“We’ve all seen the value of a great work culture over the past year, and InvestmentNews is excited to once again recognize those firms that are taking a lead in providing great financial advice and being a great place to work,” said George Moriarty, Chief Content Officer, InvestmentNews. “These firms are leading the industry in developing best-in-class human resource practices.”
To learn more about the InvestmentNews 2021 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 Planner™practitioner, Certified Public Accountant, Chartered Financial Analyst®, Personal Financial Specialist, and Registered Life Planner®.
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.