Green Ridge Wealth Planning Recognized Among the Nation’s “Best Workplaces for 2024” by Inc. Magazine

Distinction Awarded to Companies Demonstrating Excellence in Cultivating Exceptional Workplaces and Culture

Best workplaces

For Immediate Release

June 18, 2024 (Montville, NJ) - Green Ridge Wealth Planning (GRWP), a leading financial planning and investment management fiduciary firm, has been named among the nation’s “Best Workplaces for 2024” by Inc. magazine. This award highlights GRWP's commitment to fostering a supportive and thriving workplace environment, distinguishing it as the only financial services firm in New Jersey to receive this recognition.

Inc.’s “Best Workplaces” list celebrates companies that prioritize employee satisfaction, company culture, and overall employee well-being. Out of numerous contenders, only 11 businesses across New Jersey were selected for this honor, underscoring GRWP's exceptional workplace culture and employee engagement initiatives.

“The GRWP culture emphasizes unity, collaboration, and a shared dedication to pushing the company forward. In every sense of the word we are like a family. We admire and respect one another immensely, we want to see each other succeed,” said Founder and CEO, Bobby Mascia. “This culture extends into our client relationships. Our team is dedicated to delivering exceptional service and treating clients with the same care as they do their colleagues.”

“Each year, Inc.’s ‘Best Workplaces’ program recognizes the very best in terms of companies that have fostered a truly amazing culture,” says Inc. Editor-in-Chief Mike Hofman. “We use hard metrics and data as well as qualitative measures for judging in order to find the very best—and we’re proud that the program is highly selective.”

After collecting data from thousands of submissions, Inc. selected 543 honorees this year. Each company that was nominated took part in an employee survey, conducted by Quantum Workplace, which included topics such as management effectiveness, perks, fostering employee growth, and overall company culture. The organization’s benefits were also audited to determine overall score and ranking.

About Green Ridge Wealth Planning

Green Ridge Wealth Planning (GRWP), based in Montville, NJ, is a financial planning and investment management firm specializing in serving businesses owners, as well as individuals and clients with complex needs. As a fiduciary, the team has a legal and ethical obligation to place clients’ interests above its own. GRWP prides itself on its wealth of financial expertise, creative money management strategies, accessibility, transparency, integrity, and its culture of caring and empathy for clients and employees alike. With carefully vetted partners, including mortgage professionals, tax advisors, estate planning specialists and business strategists, GRWP can offer clients a comprehensive suite of services. Learn more at www.grwealthplan.com

About Inc. Media

The world’s most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including websites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Conference is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com.

About Quantum Workplace

Quantum Workplace, based in Omaha, Nebraska, is an HR technology company that serves organizations through employee-engagement surveys, action-planning tools, exit surveys, peer-to-peer recognition, performance evaluations, goal tracking, and leadership assessment. For more information, visit www.QuantumWorkplace.com.

NJBIZ Awards Bobby Mascia and Jordan Kaufman with 2024 “Leaders in Finance”

Bobby Mascia and Jordan Kaufman. NJBiz Award

February 27, 2024 (Montville, NJ) - Green Ridge Wealth Planning, a leading financial planning and investment management fiduciary, has announced that Bobby Mascia, Founder and CEO and Jordan Kaufman, CIO and Partner haver been named “Leader’s in Finance” by NJBIZ magazine.

According to the NJBIZ website, “The NJBIZ Leaders in Finance awards celebrate New Jersey’s financial executives at all levels who contribute to the success of their companies as well as their communities. The 2024 honorees are prime examples of leadership in the industry. Honorees were chosen by a panel of independent judges with experience in the financial field. The selections were based on the nominees’ involvement in their industries and communities, as well as their professional achievements.”

Expressing gratitude, Mascia commented, "Jordan and I are truly honored to receive this distinction from New Jersey’s premier business resource. This award reflects the dedication we've invested in building this business, delivering white-glove service to our clients, and contributing to the betterment of our communities."

Kaufman added, “Receiving this honor is the proverbial icing on the cake to doing a job I Iove with a team that I respect immensely, and clients who feel like family. I am very grateful.”

Stacia Lupinacci, Director of Client Relations and founding member of the team, emphasized the well-deserved nature of the recognition, stating, "Bobby and Jordan are both exceptionally deserving of this honor. They bring unique skills to the table yet share a common vision for our company's future and a passion for excellence."

The awards ceremony is scheduled for April 18th at the Somerset Hilton.

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About Green Ridge Wealth Planning

Green Ridge Wealth Planning (GRWP), based in Montville, NJ and founded in 2016, is a financial planning and investment management firm specializing in serving businesses owners, as well as individuals and clients with complex needs. As a fiduciary, the team has a legal and ethical obligation to place clients’ interests above its own. GRWP prides itself on its wealth of financial expertise, creative money management strategies, accessibility, transparency, integrity, and its culture of caring and empathy for clients and employees alike. With carefully vetted partners, including mortgage professionals, tax advisors, estate planning specialists and business strategists, GRWP offers clients a comprehensive suite of services.

About NJBIZ

NJBIZ, the definitive voice of New Jersey business news, is the most mature and distinguished voice in the state. Serving the community since 1987, NJBIZ provides business leaders and executives with the news and information that matters most. We connect and inform businesses through targeted networking and lead-generation opportunities via our recognition events, thought-leadership panel discussions, weekly lists, the annual Book of lists, along with premium online data. NJBIZ is in the business of connecting people and brands with information and each other.







For Immediate Release