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Monument Wealth Ranks Among Highest-Scoring Businesses on Inc. Magazine’s 2023 List of Best Workplaces

Monument Wealth Awarded Best Places to Work in 2023

Monument Wealth Management is thrilled and honored to be listed among America’s best workplaces in Inc. Magazine’s annual Best Workplaces list for 2023! 

Featured in the May/June 2023 issue, the list is a comprehensive measurement of American companies that have excelled in creating exceptional workplaces and company culture, whether operating in a physical or a virtual environment. The issue hit newsstands on May 16, 2023, and is prominently featured on Inc.com.

“Being named to Best Workplaces is an honor that only a small fraction of companies have been able to claim,” says Inc. editor-in-chief Scott Omelianuk. “Proving to the world that you’re a magnet for talent and have a culture that keeps teams engaged, productive, and proud to come to work is a truly remarkable achievement.”

Why This Award Means So Much to Us

When we opened our doors for business in 2008, we envisioned a firm and a culture that would challenge the industry status quo by being the opposite of everything we wanted to escape —a firm that more closely resembled a creative agency where the output is thoughtfully-crafted and financial advice is easy to understand, actionable and measurable. A firm where the most creative, smart, entrepreneurial, respected, and genuine people gathered each day to give financial advice to clients who truly valued it. An enduring innovative firm that would offer clients and their future generations real, focused wealth advice through a unique process completely uncontained by any large corporate agenda.

Monument’s culture is built on a fun, affable, collaborative environment that values the unique contributions of each Team member.  Guided by eight core principles, our employees are encouraged and empowered to act like owners of the firm, produce creative and innovative solutions, and develop strong, long-lasting relationships with our clients, providing them with the best service and advice possible.  We believe this sets the condition for our Team Members to learn, flourish and gain confidence every day.  Our commitment to our culture materializes through this 2023 award by Inc. Magazine as well as numerous other recognitions over the years, including the Washington Business Journal’s list of “Best Places to Work,” the Northern Virginia Family Service’s Companies Responsive Employers (CARE) Award, and Entrepreneur’s “Entrepreneur360” recognition.

Our clients appreciate our culture because they know that the Team’s passion, intellectual curiosity, and dedication will provide them with the value and experience they are looking for in a wealth management team.

Inc’s Survey Methodology

After collecting data from thousands of submissions, Inc. selected 591 honorees this year. Each company nominated took part in an employee survey, conducted by Quantum Workplace, which included topics like management effectiveness, perks, fostering employee growth, and overall company culture. The organization’s benefits were also audited to determine overall score and ranking.

To be eligible for the 2023 Inc. Best Workplaces award, Monument had to submit an application, complete the Quantum Workplace employee survey, and meet each of the following qualifications:

  • Be independent (not a subsidiary or division of another company)
  • Be based in the United States
  • Have at least 5 permanent employees
  • Have been in business at least 2 years
  • Have total annual revenue less than $1 billion

Learn more about the Inc Best Places to Work survey here.

About Inc. Media

The world’s most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including websites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Conference is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com.

*Please see important ranking disclosure information here. 


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