<aside> <img src="notion://custom_emoji/121a24a9-b4ae-4900-b905-de253f1e73dc/1624622c-56ca-8074-9822-007a2541cce8" alt="notion://custom_emoji/121a24a9-b4ae-4900-b905-de253f1e73dc/1624622c-56ca-8074-9822-007a2541cce8" width="40px" />

we’re building the best possible home for ourselves so we can deliver better outcomes for the clients we serve

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This means stepping away from old models that no longer work — and replacing them with something better, something free, something rooted in honesty, clarity, and self-ownership.

And most importantly, we’re building this together.

🚀 our culture code

• Anyone can build a tech stack, but no one can match our team.
• Generosity is our KPI.
• Beautiful design is what’s left after stripping away all but the essential.
• We hold ourselves to the highest standard.
• We celebrate the success of others.
• A business should be a vehicle for self-expression.
• The independent advisor deserves a sense of belonging.
• Community is about safety, trust, and generous collaboration.
• Advisors are free to express their authentic creative energy, in their own voice.
• We can be distributed, asynchronous, and flexible, all with personal connection.
• A career should be fun and fulfilling.