The financial planning profession is ready for a refresh and we're growing with the right people who want to share in our mission and help build something special. We believe the best talent can and should come from anywhere.
Industries transform when the right tribe comes together, with the right culture, at exactly the right timing, to solve the right problem.
While the entrenched investment world scrambles to add features, products, and confusion; what would the opposite look like?
Advisors have access to data and knowledge that their customers somehow do not.
The business of advice involves sales, products, commissions, and quotas.
The larger the firm, the greater its perceived resources.
Clients are impressed with complicated strategies.
The role of advisor must be a full time and exclusive career.
The secret to success is to hustle and grind for 60 hours a week.
A successful advisor should serve 300 or more households.
What if you were to ignore everything you thought you knew about the investment world, and helped build something special from the ground up? What would it look like?
This firm exists to serve the advisor, not the other way around.
We celebrate the notion that advisors and clients share the same information with full transparency.
Great advice can come from behind a desk, or a client's dining room table, or a lakeside hammock.
Advice is not about oppressive quotas; instead, it's a process of understanding coupled with a deep client-advisor partnership.
The smaller the firm, the greater its access to resources, the far greater its agility, and the less fragile its systems.
Beautiful design results from stripping away all but the essential (radical compression with minimal distortion).
A successful advisor can serve 5 families, 10, 75, 100, or whichever number that advisor chooses based upon his or her preferred lifestyle and personal goals.
Part-time or full-time; if the client achieves the best possible outcome from someone they trust, does that advisor's hourly workload or daily schedule matter?
An investment firm can be distributed, asynchronous, flexible, and open architecture; all accomplished within a supportive team setting.
A career should be impactful, fulfilling, generous, purposeful, and fun.
You believe in doing what’s in your client’s absolute best interest, at all times.
You want to build your own practice, express your personal brand, be independent; but never alone.
You want to be heard, to have a creative voice, and to help develop the firm of the future.
You think differently.
You believe in solving financial problems through active listening, empathy, and thoughtful guidance, none of which involve product sales.
You want to build and serve your own niche and surround yourself with clients you love working with.
You tend to question the way things are done. We value those who challenge the status quo, that’s how we all learn, grow, and get better together.