A team of deeply caring individuals who enjoy life while each contributing their unique abilities to helping our clients achieve their financial dreams and enhance their quality of life.

join our team

Work alongside some of the kindest and brightest in the financial industry. From Wealth Advisors to Marketing, Operations, Client Services and everything in between.

what we stand for

We believe in work that sparks real connections with our clients and within our team. We want to serve our community and beyond, by leading people to financial peace, independence and generosity.

our culture and values

Our values are what bring us together. From providing heartfelt service to creating exceptional client experiences – we strive to excel in everything we do.

  • dedicated to personal growth
  • eagerly contributing our unique abilities to the team
  • having humility alongside confidence
  • doing what we say we’re going to do
  • enjoying life and serious about money
  • actively empathizing – seeking to understand and share in others’ joy and pain

we love to celebrate

We enjoy quarterly offsites, monthly happy hours, weekly staff meetings, an annual Holiday Party and celebrate our clients at an annual client appreciation event.

our vision

Empowering families with the confidence their legacy will last for generations

inclusion

We work with traditional, blended, LGBTQ+ and special needs families.

our competitive advantage

We care more

we aim to

  • Guide people to lead more fulfilled lives
  • Work as a unique ability team
  • Care deeply about our client’s quality of life

we don't want to be

  • Soulless
  • Overextended
  • Leveraged

our founder's personal mission

Create careers people love

employee recommended

As of June 2023, based on our monthly Officevibe surveys, our employees are
140% more likely to recommend their place of work than the average financial services company