Career Center

We are an independent, employee-owned, RIA specializing in comprehensive financial planning and asset management, dedicated to building long-term client relationships. With offices in Andover and Newburyport MA, ours is a knowledge-diverse team of experienced advisors who have specialties in investments, taxes, insurance, small business management, and retirement planning.  We are looking for a Financial Planner to join our Newburyport office, to take on an existing client base and work with the senior planning team to satisfy our clients’ sophisticated planning needs. The ideal candidate, who could be on an early-to-mid-career planning or tax compliance track, will join a friendly and collegial team, eager to share our experience and encourage career adv