Seeking those who protect and serve

We may not be law enforcement officers, but we take our duty just as seriously. It’s our first and most important job to guard our clients’ wealth as if it were our own. We make good on our promise to provide sound guidance to those who put their livelihoods and legacies in our hands. Are you honest, ambitious, and good-hearted? If so, we invite you to apply to join our ranks.

Apply Today

The value of our values

Our professional skills and financial acumen are of utmost importance, but our values are the glue that hold our firm together. And they’re what retains our clients trust over generations.

Authenticity & Trust

Authenticity & Trust

Authentic and trusting relationships are fostered by listening intently and acting on the information received. We recognize and accept people for their uniqueness and respect their point of view while valuing discussion, coaching, and mentoring. Seeking to learn as well as teach, and never operating authoritatively or by delegation, allows us to work toward consensus and cooperation to maximize performance outcomes.

Guardianship & Foresight

Guardianship & Foresight

We want every one of our clients to trust that they have, in us, a partner with a thoughtful plan to guide their journey. Thinking beyond the day-to-day management of your account helps us see the bigger picture, delicately balancing conceptualization and focused action. With curiosity and vigilance, we work to understand lessons from the past, acknowledge the realities of the present, and predict the likely outcomes of future decisions.

Goodness & Community

Goodness & Community

One of the great gifts of being in our line of work is that we have the pleasure of helping people invest in themselves, their families, and their communities. Our deep commitment to the personal and professional growth of each and every individual that interacts with our organization is inspired by the belief that people have an intrinsic value beyond that of the work they do.

Working toward a career in finance?

Apply for an internship today to learn from the best. Get real-world experience, work hard, learn a lot, and fetch no coffees.

Reach Out

Fill out the form below by selecting the position you’re interested in, telling us a little bit about yourself, and attaching your resume. We’ll be in touch if there’s a fit.

    About Us

    The basis for our success is a Servant-Leadership approach to our client relationships. That means we believe that true leadership and guidance is only possible through deep empathy with each of our clients’ situations, as well as a steadfast desire to further their goals. These values of loyalty and service underpin everything we do.

    About J.P. Marvel