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 Avenue
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 West Monroe Street
Chicago, IL 60606

(312) 715-3800

Chicago

65 East Wacker Place
Chicago, IL 60601

(312) 645-1899

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

(216) 464-6266

Fort Worth

3526 West Vickery Boulevard
Fort Worth, TX 76107

(817) 877-1040

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

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Bloomfield Hills

39533 Woodward Avenue
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 West Monroe Street
Chicago, IL 60606

(312) 715-3800

Chicago

65 East Wacker Place
Chicago, IL 60601

(312) 645-1899

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

(216) 464-6266

Fort Worth

3526 West Vickery Boulevard
Fort Worth, TX 76107

(817) 877-1040

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

Bloomfield Hills

39533 Woodward Avenue
Bloomfield Hills, MI 48304

Chicago

227 West Monroe Street
Chicago, IL 60606

Chicago

65 East Wacker Place
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Fort Worth

3526 West Vickery Boulevard
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Boulevard
Los Angeles, CA 90025

New York

335 Madison Avenue
New York, NY 10017

Orange County

3200 Bristol Street
Costa Mesa, CA 92626