Financial freedom wealth management group/ lpl financial
Broker-Dealer Employees:12 AUM:$230 million
Financial Freedom Wealth Management Group is one of the few investment firms with more women and people of color than white men working as advisers. Three quarters of this small firm's leadership and wealth adviser team are either female or a minority.
"We do not have initiatives specifically for women or people of color because it is simply not needed," said Julia Carlson, chief executive of Financial Freedom Wealth Management Group and an LPL adviser. "Everyone thinks you need a training program to have diversity. I think we have this wrong as a culture."
At her firm, diversity and inclusion are part of every interview, appointment, team meeting as well as branding.
The company hires, rewards and fires on the basis of its core values and commitment: to give every person respect, support and a voice, and a career path where they can be mentored and trained into their ideal job.
"Our company culture attracts diversity because we are diverse," said Jason Harris, a vice president and wealth adviser at the firm.
Clients and potential employees recognize it when they meet the team at events or visit the website.
"Our willingness to help others crosses gender and racial barriers because we do not see barriers," Ms. Carlson said.
Contact Julia Carlson, founder, at Julia.firstname.lastname@example.org to learn more about its diversity and inclusion initiatives.
— Vanessa Drucker