Abich Financial earns a place on Financial Planning’s best workplaces list — a win for staff and clients

A local wealth firm wins national recognition and what that means

Abich Financial Wealth Management was named to Financial Planning magazine’s 2025 list of “Best RIAs to Work For,” a ranking that puts the firm on a short list of advisory companies praised for workplace culture. The recognition is a public nod to the firm’s staff practices, and it arrives at a time when many small and mid-sized advisory firms are trying to stand out to job candidates and clients.

The announcement, made this month as Financial Planning published its annual list, highlights Abich Financial among dozens of registered investment advisors evaluated nationwide. For the firm, the award signals that its office life, training and benefits compare well with rival firms that are also competing for experienced planners, paraplanners and operations staff.

How Financial Planning and its partner judge the best RIAs

The list is compiled by Financial Planning together with an independent research group that runs business-award programs for many industries. Firms that enter the program complete a detailed survey about workplace policies, and employees are invited to take a separate survey about their experience on the job. The results are scored to produce a ranked list of winners.

Judges look at areas such as pay and benefits, job training, employee engagement, diversity, and how well the firm treats workers in day-to-day operations. Applicants are typically a mix of small, locally run firms and larger boutique groups. Only those who volunteer for the process and pass a screening are considered, so the list reflects both what firms are willing to disclose and how their people say they feel at work.

Why this recognition matters for Abich Financial and its clients

For a firm that advises individuals and families, being seen as a good place to work has practical value. Happy staff are less likely to leave, which keeps client relationships stable and reduces service disruptions that come when a trusted advisor departs. It also helps the firm attract talent — a real advantage when the industry faces a small pool of experienced advisors and growing client demand for personal financial help.

At a minimum, the award gives Abich Financial a recruiting tool: prospective hires will notice the accolade during job searches or when comparing firms. For clients, the upside is quieter and long-term: better-trained staff and consistent teams usually translate into steadier service, fewer surprises and a firm culture that treats clients as people rather than transactions.

Leadership responds to the recognition

Company leaders welcomed the mention. “We are proud that our team’s hard work and commitment show up in how they feel about working here,” said a representative of Abich Financial. “This honor reflects our focus on clear communication, steady training and a workplace where people can build careers while serving clients well.”

The firm said it plans to keep investing in staff development and internal systems so the award is not a one-time headline but a baseline for continuous improvement. It also noted the recognition will be used in conversations with potential hires and with clients considering whether to move their accounts.

What the award says about trends in the RIA world

At a time when many wealth firms grow by acquisition or by adding advisory teams, workplace culture has become a competitive edge. Firms that pay attention to employee experience tend to keep key people longer and can charge for higher-touch services because they deliver consistency. Conversely, firms that neglect staff morale often see turnover that can unsettle clients and slow growth.

Regulatory pressures and rising business costs have pushed some small firms to tighten operations, but the ones that continue to invest in people often end up better positioned for long-term value. In short, awards like this are less about trophies and more about signaling: they tell rivals, recruits and clients that a firm cares about the internal work that makes good advice possible.

Notes on the recognition and a brief firm background

The Best RIAs to Work For list is published annually by Financial Planning and is based on company submissions and employee feedback managed by a third-party awards group. Readers who want the full list can find it in Financial Planning’s awards coverage or in the magazine’s annual feature on top advisory workplaces.

Abich Financial Wealth Management is a private advisory firm that advises individuals and families on financial planning and investment strategies. The company says it focuses on personalized service and building long-term client relationships. The firm’s office structure, staff training programs and benefits package were highlighted in the application materials it submitted for this recognition.

Sources

• prnewswire.com