Professional Careers

We offer those seeking a career in the personal financial advisory profession an opportunity to work with a collaborative team of professionals in a purpose-built, resource-rich firm specifically designed to help others with their financial lives.

We are always interested in working with other caring, ethical and hard-working professionals and colleagues who are committed to making long-lasting, positive contributions to the financial lives of clients as they work, save, invest and care for themselves, those they love and issues that matter most to them.

If you are seeking a firm with the attributes and qualities below, please contact us at: [email protected]

  • Whole-system approach to personal financial advisory services
  • Long-term client relationship driven
  • Long-term investment philosophy
  • Not affiliated with any other financial services firm
  • SEC-registered investment advisory firm
  • Fiduciary standard of care
  • Compensation by professional advisory fee only
  • No sales commissions or other forms of compensation 

Experienced Financial Advisors

If you are currently a fee-only financial advisor, or desire to practice as a fee-only financial advisory professional, then we would be interested in speaking with you.

Qualified advisor candidates will have:

  • Bachelor’s degree, graduate degree a plus
  • Series 65, 66 licensed
  • One of the following professional designations: MSFS, CFP®, ChFC, CPA/PFS, CFA, CPWA, CIMA
  • Minimum of 3 years industry experience
  • Demonstrated ability to understand client financial situations
  • Excellent interpersonal skills and face-to-face relationship building abilities
  • Experience working with high net worth clients with $1 million+ investment portfolios
  • $30 million or more in publicly-listed securities under discretionary management
  • Experience with professionally-managed portfolios, portfolio reviews, and wealth planning strategies
  • Experience with interdisciplinary wealth management 

To arrange a confidential appointment, please send a letter of introduction with your contact information to: [email protected]