Our culture is based on a simple formula:

People First + Accountability = Winning Outcomes

We are financial planning, tax and investment geeks at heart and welcome others who share our mission and passion.

Masha Hodi
Partner & Chief Administrative Officer

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Careers

We’re looking for passionate professionals who share our mission of positively impacting the financial lives of our clients.

search and apply

Bloomfield Hills

39533 Woodward Ave
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 West Monroe Street
Chicago, IL 60606

(312) 715-3800

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

(216) 464-6266

Los Angeles

11601 Wilshire Boulevard
Los Angeles, CA 90025

(310) 456-6343

New York

335 Madison Avenue
New York, NY 10017

(212) 850-4260

Orange County

3200 Bristol Street
Costa Mesa, CA 92626

(714) 415-4990

Contact

You can always contact us by calling: (800) 919-5429

Alternatively you can send us a message below — we’ll get back to you as soon as possible.

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Bloomfield Hills

39533 Woodward Ave
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 West Monroe Street
Chicago, IL 60606

(312) 715-3800

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

(216) 464-6266

Los Angeles

11601 Wilshire Boulevard
Los Angeles, CA 90025

(310) 456-6343

New York

335 Madison Avenue
New York, NY 10017

(212) 850-4260

Orange County

3200 Bristol Street
Costa Mesa, CA 92626

(714) 415-4990