Careers

About the Firm

We are an independent, fee-only registered investment advisory firm serving approximately 250 clients in New York, Massachusetts, and Vermont.

Our clients are families and individuals at or approaching retirement who trust us to integrate every dimension of their financial lives, including retirement income planning, investment management, and tax strategy. We are a close-knit team of six, and every hire is a meaningful addition to who we are and how we serve our clients.

Compensation & Benefits

We offer a comprehensive compensation and benefits package designed to reward the whole person — not just the role.

Health & Insurance

Medical insurance, the firm covers up to 85% of employee and dependent premiums. Employees who waive firm coverage receive a monthly taxable stipend.
FSA and HSA pre-tax savings accounts available for qualified medical expenses

Time Off

Paid vacation
Paid NYSE holidays
Paid sick leave
Bereavement leave
Paid birthday leave —
take your birthday off on us!
Paid volunteer days —
take two days per year to support causes you care about!
Paid maternity and paternity leave —
for eligible employees

Retirement

401(k) savings plan — with a 4% employer match and annual discretionary employer profit-sharing contributions

Professional Development

Annual professional development budget for coursework, conferences, books, and training
Firm-paid professional membership dues (NAPFA, FPA, AIF, AICPA, state CPA society, and other approved associations)
CE reimbursement for all hours required to maintain your CFP(r), AIF, CPA, or EA license and designations, including all FINRA and state-required licenses.

Additional Perks

Wellness reimbursement — up to $120/quarter for gym memberships, fitness classes, massages, and more
$50/month cell phone reimbursement
IRS-rate mileage reimbursement for business travel
A tight-knit, mission-driven team where your contributions are visible and valued every day!

Compensation & Benefits

We offer a comprehensive compensation and benefits package designed to reward the whole person — not just the role.

Health & Insurance

Medical insurance, the firm covers up to 85% of employee and dependent premiums. Employees who waive firm coverage receive a monthly taxable stipend.
FSA and HSA pre-tax savings accounts available for qualified medical expenses

Time Off

Paid vacation
Paid NYSE holidays
Paid sick leave
Paid birthday leave — take your birthday off on us!
Paid volunteer days — take two days per year to support causes you care about!
Paid maternity and paternity leave for eligible employees
Bereavement leave

Retirement

401(k) savings plan — with a 4% employer match and annual discretionary employer profit-sharing contributions

Professional Development

Annual professional development budget for coursework, conferences, books, and training
Firm-paid professional membership dues (NAPFA, FPA, AIF, AICPA, state CPA society, and other approved associations)
CE reimbursement for all hours required to maintain your CFP(r), AIF, CPA, or EA license and designations, including all FINRA and state-required licenses.

Additional Perks

Wellness reimbursement — up to $120/quarter for gym memberships, fitness classes, massages, and more
$50/month cell phone reimbursement
IRS-rate mileage reimbursement for business travel
A tight-knit, mission-driven team where your contributions are visible and valued every day!

Open Positions

Tax Planning Advisor

This is a newly created role designed to bring proactive, integrated tax planning inside the firm as a client-facing service offering.

Flexible Office Location:

North Bennington office at 12 Main St., North Bennington, VT 05257
Saratoga Springs office at 28 Clinton St., Saratoga Springs, NY 12866.