Putting our clients first since 2015
For more than 7 years, we’ve been empowering clients by helping them take control of their financial lives.
Mission.
We are a group of passionate, independent thinkers who never stop exploring new ways to improve mining for the self-directed investor.
Driven, motivated people who believe that personal engagement, a sense of ownership, and a commitment to mining gives them control over their financial futures
- Approximately 1,200 financial consultants
- $117.9 billion enrolled in advisory solutions
- 100,000+ financial plans provided to date
We're always looking for talent
Got what it takes to work with us? Great! Send us a link to your resumé or portfolio to become part of our talent pool.
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