NCA Financial Planners Named One of InvestmentNews’ 2018 Best Places to Work for Financial Advisers

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NCA Financial Planners Named One of InvestmentNews’ 2018 Best Places to Work for Financial Advisers

by Jillian Gaietto on Mar 23, 2018

NCA Financial Planners today has been recognized by InvestmentNews as one of its 2018 Best Places to Work for Financial Advisers. The recognition program, which is in its inaugural year, identifies financial advisory firms that empower employees to provide clients with exceptional investment and financial planning services.

NCA Financial Planners was named among the Top 50 firms, based on employer and employee surveys that delved into everything from company culture, benefits, career progression options and more. In selecting us as a leading firm, InvestmentNews noted NCA’s consistent focus on employee health and well-being, attention to new employee onboarding and cultural fit, combined with a conscious effort to provide employees with unique and positive experiences. This honor marks the most recent of many accolades bestowed upon the firm, including the significant distinction of being one of only 12 firms across the country named as a 2017 Barron’s Independent Advisory All-Star.

“We’re delighted to be recognized by InvestmentNews for our internal strengths and the intangibles to which few outside the firm are privy,” said NCA Financial Planners CEO and president Kevin Myeroff. “Happy employees tend to provide excellent service, and that’s one of the reasons we’ve focused our efforts on ensuring that NCA is a positive environment for all. Our rigorous hiring process helps to ensure that each team member represents an ideal cultural fit, and we’re committed to subsequently providing unique experiences that make NCA an employer of choice. To date, this appears to be resonating – in fact, almost half of our advisors haven’t worked elsewhere.”

To support employees, Myeroff and his leadership team have implemented various health and wellbeing benefits, bringing massage therapists into the office to offer complimentary chair massages after a stressful tax season. To reward employees for their hard work, NCA has surprised employees each year with unexpected activities while attending educational conferences. In the past, this has included visiting the Grand Canyon or going to a Nashville recording studio to write and record a music video. In 2018, the firm went local, embarking on a private tour of the Quicken Loans Arena followed by lunch with a world-renowned chef. The company topped off that day by venturing behind the scenes at the Cleveland Museum of Natural History.

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, vice president and publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program – a first of its kind for the financial advice industry. NCA Financial Planners will be recognized on May 15th at the first annual Best Places to Work for Financial Advisers Awards Luncheon at the University Club in Chicago.

To learn more about the InvestmentNews 2018 50 Best Places to Work for Financial Advisers, please go to and refer to our awards page for important disclosures.

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