March 26, 2018—Lassus Wherley has been recognized as a 2018 Best Places to Work for Financial Advisers as announced by InvestmentNews today.
Lassus Wherley was chosen as one of this year’s top-50 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
“Helping our clients was only part of our dream when we became financial planners. We also knew that we wanted to work in an informal, fun atmosphere. We wanted an office environment that our staff and our clients would enjoy, yet would not interfere with the serious matters to be addressed.”- Diahann W. Lassus and Clare E. Wherley
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the inaugural survey and recognition program. The list is a first of its kind for the financial advice industry.
“InvestmentNews is pleased to introduce our readers to firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, VP/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”
Lassus Wherley will be recognized on May 15th at the first annual Best Places to Work for Financial Advisers Awards Luncheon in Chicago at the University Club.
To learn more about the InvestmentNews 2018 50 Best Places to Work for Financial Advisers, please go to investmentnews.com/BestPlacestoWork.
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.
The InvestmentNews headquarters are located in New York, with offices in Chicago and Washington D.C. InvestmentNews is part of Crain Communications, Inc.
About Lassus Wherley
Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®. We have two offices to serve our clients, one in New Providence, NJ, and the other in Bonita Springs, FL. Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, and charitable organizations. Using a team approach that we have developed over more than 30 years, we have helped hundreds of clients build secure financial futures and achieve peace of mind. Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. The Lassus Wherley web site is www.lassuswherley.com/.