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March

Per Stirling ranks in InvestmentNews Best Places to Work for Financial Advisors

We are both honored and humbled to be recognized for the fourth year in a row as one of the Best Places in America to Work for Financial Advisors (according to InvestmentNews). This program recognizes financial advisory firms that empower their employees to grow professionally and provide clients with the best possible investment and financial planning advice, and Per Stirling is proud to be one of only about 50 firms to receive this national honor on more than one occasion.

“The 75 firms presented by Investment News go beyond offering financial advisors attractive benefits and perks, they create workplaces that empower employees with the skills and confidence necessary to deliver the best possible investment and financial planning guidance to clients. In 2021, they’re also taking steps to keep employees safe during the pandemic.” -InvestmentNews

During the pandemic, Per Stirling has operated primarily in a “virtual environment”, but introduced a weekly on-line “happy hour”/trivia contests to keep employees connected and engaged with each other, while working from home to remain socially distant. Per Stirling also began a monthly lunch and learn series offering all employees lunch, at the firm’s expense, while participating in these monthly meetings.

We are very proud of our staff at Per Stirling who contribute day in and day out to the ongoing success and growth of our firm. As we like to say around here, “If you take outrageously good care of your clients and treat your team like members of your family, everything else will take care of itself.”

*For more information on the selection criteria for this award, please visit our disclosure page.