We hire the smartest people on the planet.
We’re on a mission to change the financial advising landscape.
We don’t act like we can predict the future. No one can.
We give different advice to different people who want different things.
We meet clients where they are without judgement or preconception.
We don’t give clients any advice we wouldn’t give our own family - no commissions, no misaligned incentives.
We don’t make our advisors do prospecting or our marketers do financial planning.
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.