About Us
We're a registered investment advisory firm with a loyal, established client base of mass-affluent individuals and families who trust us with what matters most — their financial futures. Our culture is built on collaboration, continuous learning, and genuinely enjoying the work we do together. We move fast, think creatively, and treat each other like adults.
The Opportunity
We're bringing accounting expertise in-house for the first time, and we want the right person to own it. You'll serve as a trusted resource for our established client base — no cold calls, no rainmaking, no business development. Your clients come ready, your colleagues have your back, and your time is spent doing the high-quality work you're actually good at.
This is a rare setup: the infrastructure of a growing advisory firm with the feel of a boutique practice.
What You'll Do
What We're Looking For
What We Offer
In-House | No Business Development Required
Indianapolis, IN
Full-Time | In-Office
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