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Best Places to Work 2023: 4. Fiduciam Financial

Fiduciam Financial provides planning and advice for clients and families with $500 to $5 million in investible assets. Specialties include estate and retirement planning, educational planning and investment services.

Core Values: Clients First, Integrity, Excellence, Leadership and Gratitude. Every morning at team “huddles,” each member highlights one of the values and how it pertains to the team or how it is used in decision making.

Check out the other 2023 Best Places to Work 

Fun & Relaxation: Monthly game nights are held. Also, random employee appreciation days including pancake breakfasts, chair massages and a build-your-own taco bar.

Employee Recognition: For reaching quarterly goals, team votes on rewards such as go-karting and bowling. “Lightning Strikes,” recognize members who go above and beyond. They are awarded a light for their desk and a gift card.

Shout outs are given at monthly team meetings.

DEI Efforts: Participates in Ameriprise Black Empowerment Advisor Community Network group. Female employees go to the Ameriprise Women’s group conferences.

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