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For Advisors

We are always interested in speaking with experienced financial advisors who may be interested in joining our team. Ideal candidates will:

  • Be current CFP® certificants, or actively working towards completion
  • Have minimum assets under management of $15M (with limited exceptions)
  • Be growth oriented, with a high emphasis on professionalism

Some of the benefits of joining our team include:

  • A work environment that values your independence
  • Compliance, technology, and account service and support from our corporate office in Newtown, PA
  • Access to Brett Danko and other internal experts for assistance with cases
  • In-house opportunities for continuing education, including our annual meeting
  • Competitive payouts, company 401k with 3% match, company health insurance

Our selection process is highly competitive. Further details are available by contacting Courtney Elliott at