$50MM AUM | $400,000 Rev in
Santa Barbara, CA
We want to be part of revolutionizing the financial planning and wealth management industry. We are a mission-focused organization built around individuals who care deeply about serving our clients and having a meaningful impact on the lives of our clients and teammates. We believe the fiduciary, impact-driven model for wealth management should be the dominant model in the industry and we as practitioners need to move past apologizing for scale. We can build a culture and mission-driven company that shakes up the industry and benefits all involved.
Founder grew small RIA business from 150 clients and $200mm AUM to 600+ clients and $1.1 billion AUM over 10 years through mostly organic, referral growth. We are looking to build a company of national scale through organic growth and selected, culture-fit acquisitions. We want to apply what we learned in the past 10 years to create an amazing place for our team, clients, and communities.