A-players: Life is too short to work with people who aren’t rockstars.
Data Wins: We are objective to a fault
Everyone Has a Voice: Great ideas can come from anywhere. We will always listen
We pride ourselves on the quality of our team and the values that guide us. Here is a sample of how we work:
Inspire and Be Inspired
We inspire our clients, and our clients’ success inspires us. We show them what’s possible in their financial lives to help them achieve their goals. Working here is fulfilling, and we’re stoked to login each day.
Relentlessly Push the Upper Bound
We value a combination of curiosity and ambition. We can always do better and innovate further, and we consider our opportunity to be ever-expanding. We attract and retain the best talent possible: proactive leaders and doers who set high goals and achieve them.
We champion innovation and curiosity and seek continuous improvement, both individually and as a company.
We approach all actions with integrity. Full stop.
A Diverse, Equitable, and Inclusive Team
Competitive salary and significant equity: we pay up for the best talent
Unlimited vacation: we trust you
All the benefits: Medical, Dental, and Vision plan options, 401(k) with 3% employer match, company paid Short and Long term disability coverage, company paid Life and AD&D coverage, Pet Insurance, Dependent Care FSA, Cell phone reimbursement stipend, Certification reimbursement program, company paid maternity and paternity leave, etc
(oh, and a dedicated financial planner)
Work from anywhere: our founders are big fans of distributed work (but most of us are in Baltimore)
Work with the best: see our A-player credo above
Take a shot at helping millions of people live better financial lives