Egan Berger & Weiner (EBW) is thrilled to announce that we have been named one of the Best Places to Work for Financial Advisors in the USA by InvestmentNews. This prestigious recognition reflects our unwavering commitment to fostering a work environment where our employees thrive.
The selection was based on an anonymous survey where our team provided feedback on the workplace benefits and culture that matter most to them. Their insights, which are closely aligned with EBW’s core values, played a crucial role in securing this honor. The survey revealed that key factors for employee satisfaction include a retirement plan, vacation leave, medical coverage, and sick leave—benefits that EBW is proud to offer. Additionally, our performance review and recognition programs contribute to a positive and supportive workplace culture.
At EBW, we prioritize creating an environment where financial advisors not only want to work, but also grow and excel. This recognition is a testament to the success of that effort. We are grateful to our team for their continued dedication and excited to share this achievement with our clients and partners.
Howard Pressman, CFP®, Financial Planner and Partner at EBW shares, “We are thrilled to know that our staff enjoys being a part of the EBW team. This recognition is a testament to the positive, collaborative, and supportive environment we have all worked so hard to create. We believe this is the best team we have ever had, and *Mike, *Bryan, and I are deeply appreciative of the dedication and passion shown by our staff.”
To learn more about the Best Places to Work for Financial Advisors, visit InvestmentNews.
*Mike refers to Financial Planner / Partner Michael P. Egan, CFP® and Bryan refers to Financial Planner / Partner Bryan D. Beatty, CFP®, AIF®. Best Places to Work for Financial Advisors in the USA presented by InvestmentNews. InvestmentNews invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices. Employees from nominated companies were asked to fill out an anonymous form evaluating their workplace on a number of metrics, including benefits, compensation, culture, employee development, and commitment to diversity and inclusion. To be considered, each organization had to reach a minimum number of employee responses based on its overall size. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.