Rothschild Wealth Partners Honored as One of Financial Planning’s 2024 Best RIAs to Work For

Rothschild Wealth Partners is excited to announce its inclusion on Financial Planning’s 2024 Best RIAs to Work For list.

“We are delighted to be named one of the Best RIAs to Work For,” said Phil Johnson, President and Partner of Rothschild Wealth Partners. “At Rothschild, we believe that investing in the health and happiness of our employees not only enriches their lives but also enhances the service we provide to our clients.”

Rothschild Wealth Partners was recognized for its commitment to employee health and wellness, including offering gym membership reimbursement. This benefit underscores the firm’s dedication to promoting a healthy work-life balance and supporting the physical well-being of its team members.

The Best RIAs to Work For awards, conducted by Financial Planning in partnership with Best Companies Group, identify top registered investment advisory (RIA) firms in the United States that excel in employee satisfaction and workplace excellence. The selection process involves a detailed evaluation of workplace policies and an employee feedback survey.

Editor-in-Chief of Financial Planning, Brian Wallheimer, emphasized the value of workplace innovation, stating, “These RIAs are shining examples of the ways in which workplace culture, benefits, pay, and so much more can positively impact employees. It’s clear that these firms love their employees, and the employees love them back.”

For more information on Financial Planning’s Best RIAs to Work For program, visit https://www.financial-planning.com/list/the-52-best-rias-to-work-for

 

About Rothschild Wealth Partners

Originally founded in Chicago in 1908, Rothschild Wealth Partners – formerly known, respectively, as Rothschild Investment LLC and Sentinus LLC – is a high-touch, independent financial advisory firm focused on service and creative thinking. The team provides personalized wealth and life management solutions focusing on disciplined portfolio management. Rothschild Wealth Partners serves affluent individuals, multi-generational families, couples nearing retirement, and businesses with investment, tax strategies, and comprehensive financial planning knowledge.

 

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Welcome to Rothschild Wealth Partners

We are thrilled to share some exciting news with you! As of 2023, Rothschild Investment, LLC, and Sentinus, LLC, have come together to form Rothschild Wealth Partners. By joining forces, we can unite our legacies, strengthen our services, and present a bold new chapter for our firm—one built on nearly two centuries of expertise and trusted financial stewardship.

Through thoughtful discussions and collaboration, we’ve crafted a brand that not only honors our history but also points towards an exciting future. While our name and look have evolved, one thing remains unchanged: our commitment to delivering strategic financial advice and personalized support to help you achieve your goals.