Work from home. Love your job. Re-invent financial services.
We live by our values
Everything we do is guided by our values
Always do the right thing
This starts with "do no harm," but ends with treating every client and colleague with the care and respect we would offer a close friend or family member.
Be of service
We believe in Service over Sales. We believe the hard work of listening, planning, and acting proactively make a difference and people will pay you for it.
Care about the whole
We care about the 4C's: our clients, colleagues, company and community. For our clients, we consider wealth in all aspects of their life--not just money.
Learn and share what you know
We respect that physicians have chosen a lifetime of learning. We aspire to do the same by continually learning our craft and sharing our knowledge with clients and colleague freely and with humility.
What to expect
Expect a thoughtful hard-working culture.
A modern workplace
In our company we each decide where and, to the extend possible, when to work. We have company-maintained hardware and software. We use best-of-breed software designed for adaptive remote work. We promote wellness.
A culture of learning
Every colleague in the company chooses and implements self-paced projects to promote their learning and autonomy. We also have a peer-to-peer coaching program. And we pay for licensing and classes for your career.