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Find a firm worth building your career around
Whether you're in financial planning, operations, technology, marketing, or compliance, the work you do here has a direct impact on people's lives at the moments that matter most.

Our mission

Helping people live better lives through advice as personal as their story
Total rewards program

Everything you need to do your best work

We bring on people who wanted something different from wherever they came from. The work here is serious while the environment is fun. You’ll work alongside people who are good at what they do and generous with what they know.

Health & Well being

Medical Insurance

Get competitive and comprehensive medical coverage. You’ll get to choose the plan structure that fits how you, and your dependents, use healthcare.

Dental & Vision

Dental and vision coverage also for you and your dependents.

Employee Assistance Program

Confidential counseling services for you and your family members, including face-to-face sessions with master-level consultants.

Financial Security

401(k) with Employer Match

We offer a competitive 401(k) with an employer match. We help clients build toward their financial future and we do the same for our team.

Insurance Coverage

Short-term disability and term life insurance so your income and your family are protected when the unexpected happens.

FSA & Commuter Benefits

Flexible Spending Accounts for health, dependent care, or limited purpose expenses. Plus, transit and parking plans to help offset the cost of your commute.

Work & Life

Flexible Work Policy

We’re focused on outcomes, not badge swipes. Where you work depends on the role. How you work is up to you.

PTO & Paid Holidays

Competitive PTO that grows with your tenure, plus paid holidays. 

Paid Parental Leave

Generous paid parental leave for all new parents – whether by birth, adoption, or foster placement.

Military Spouse Leave

When a deployed spouse or partner comes home, you should be there. Get time off to be with them, with your job waiting when you return.

Home Office Stipend

Use our home office stipend to build a workspace that works for you.

Connected Wherever You Work

Slack for real-time collaboration and Zoom or Google Meets for meetings.

Education & Growth

Continuing Education Grant

A grant to help fund whatever moves your career forward –  including certifications, designations, courses, or workshops.

Annual Gym Reimbursement

Yearly reimbursement for your gym membership or fitness activities. 

Community & Purpose

Our 1:1:1 initiative is how we make sure we’re giving more than we take
Amherst Spelling Bee

1% of time

Our time is committed to the communities we serve. And that’s paid time. Every team member has the opportunity to volunteer during work hours, no PTO required.
Forgotten Harvest Volunteers

1% of product

We direct our resources and services toward organizations and causes that need them. It might look like free financial planning, or giving advice to people in the hardest moments of their lives.
Presidio Park

1% of profit

As a member of the Net Positive Consortium, we’re committed to giving back more than we take through donations, charitable giving, and partnerships with organizations worth supporting.