We hire the smartest people on the planet.
Values
We’re on a mission to change the financial advising landscape.
Transparency
We don’t act like we can predict the future. No one can.
Flexibility
We give different advice to different people who want different things.
Empathy
We meet clients where they are without judgement or preconception.
Objectivity
We don’t give clients any advice we wouldn’t give our own family - no commissions, no misaligned incentives.
Specialization
We don’t make our advisors do prospecting or our marketers do financial planning.
Growth
We hire from all diferent walks of life and take the time to learn from one other. When people want more responsibility, we give it to them.
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