InvestmentNews 2024


True North Named Among Top 75 Best Places to Work Nationwide for Financial Advisors in 2024

True North is proud to announce its recognition as one of the Top 75 Best Places to Work Nationwide for Financial Advisors by InvestmentNews. This acknowledgment not only underscores the dedication of our team but also reflects our unwavering commitment to our mission and our relentless pursuit of making a positive impact every single day.

InvestmentNews’ comprehensive data highlights the significance of going beyond mere compensation and implementing innovative strategies to foster a workplace environment where employees thrive. The 2024 winners have been chosen for their exceptional practices in retaining talent and empowering their employees to excel.

According to InvestmentNews, employees from this year’s winning firms expressed high confidence in their leadership, with:

– 96 percent feeling supported in their professional development.

– 94 percent believing in the promotion of a diverse and inclusive workplace culture.

– 97 percent acknowledging leadership’s genuine concern for employee well-being.

– 96 percent understanding the organization’s long-term strategy.

– 94 percent eagerly anticipating workdays.

“Culture isn’t just a buzzword at True North—it’s the heartbeat of our organization. Every day, our team demonstrates a profound care for each other and our clients, embodying our commitment to excellence and making a positive impact in everything we do”, shares Scott Wood, CEO and Co-founder of True North.

One notable aspect of this year’s winners is their commitment to flexibility. Impressively, 100 percent of winning firms offer flexible hours to accommodate various life events, such as parental responsibilities and family healthcare needs. This flexibility underscores a deep understanding of the importance of work-life balance and demonstrates a commitment to supporting employees beyond the workplace.

“We pride ourselves on delivering sophisticated wealth and investment solutions that exceed expectations. As we continue to innovate and evolve, we see boundless opportunities for growth not only for our clients but also for our dedicated team of professionals who drive our success”, says Mark Gehlbach, President and Co-founder of True North.

We are honored to be recognized for our dedication to creating an exceptional workplace environment. This acknowledgment fuels our determination to continue fostering a culture of growth, inclusivity, and support for all our team members. As we celebrate this achievement, we remain committed to our mission of Fulfilling Lives™ and making a meaningful difference for both our clients and our colleagues.

Click here to learn more about this year’s rankings and additional data reflected in the survey.