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ProVise Management Group is proud to announce its inclusion on Financial Planning’s prestigious 2024 Best RIAs to Work For list. This ranking in the top 15 RIAs highlights the firm’s commitment to fostering an exceptional employee experience and workplace culture.

“We are honored to be recognized as one of the Best RIAs to Work For,” said Ray Ferrara, CFP®, Founder and Executive Chair of ProVise Management Group. “This achievement reflects our leadership’s dedication to our team. We are committed to providing a flexible workplace emphasizing community and fun to help team members feel valued and supported as they work diligently to serve our clients.”

Financial Planning’s award program, conducted in partnership with Best Companies Group, identifies and honors registered investment advisory (RIA) firms across the United States that excel in creating outstanding work environments. The evaluation process involved a two-part survey that assessed workplace policies, practices, and demographics alongside direct feedback from employees. No fee was paid to be included in this list.

Editor-in-Chief of Financial Planning Brian Wallheimer noted, “These RIAs are shining examples of the ways in which workplace culture, benefits, pay, and so much more can positively impact employees. It’s clear that these firms love their employees, and the employees love them back.”

To view Financial Planning’s Best RIAs to Work For, visit https://www.financial-planning.com/list/the-52-best-rias-to-work-for