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Why Join Our Team?

Our firm strives for integrity, mutual respect, and authenticity. We strive to provide a supportive work environment where everyone can be themselves and have the flexibility needed to fulfill the roles of their personal lives. We invest in the professional development of our staff and want our staff to have a fulfilling career of meaningful work. We want every team member to have the tools and support needed to thrive in their professional and personal lives.




The Paraplanner is one of four core members of each advising team. This position offers training and significant advancement opportunities. The career path is flexible, shaped by skills, aptitudes, passions, and desires. Career path opportunities range from advancement within advising teams or a move towards an operations specialty.


  • 401(k) plan with employer match

  • Access to health benefits

  • Semi-flexible schedule and some remote work

  • Paid training, education, and assistance in obtaining professional licenses and designations

  • Complimentary investment management service

  • Complimentary financial planning services and access to experienced professionals

  • Bonus and incentive compensation (if applicable)

  • Career and salary advancement potential

  • Mentorships and guidance for learning the financial industry.