Important Work.
Passionate Play.

Simply put, at our core, we are advocates. Join our team and let us advocate for you.

We are…​


Concerts, happy hours, sporting events, whiskey tastings, dueling pianos — yep, they’re all in the fun jar. Don’t believe us? Just ask our Director of Fun.


We believe in achieving a healthy work-life balance. Our PTO plan encourages team members to spend quality time outside of the office pursuing their passions so they come back to work rejuvenated and refocused.


Supporting the causes that are closest to our hearts is something we are very passionate about. Visit Kaydan Cares to see how we stay connected to our community and regularly come together to give back.


When it comes to investing in your health and future, we’ve got you covered. We offer great health benefits with vision and dental options, a 401(k) with employer match, Health Savings Account, profit sharing and pension.

Stronger together.

We know we’re stronger as a well-informed team. That’s why we encourage leadership, maintain a diverse and collaborative environment, and provide regular opportunities for personal growth and professional development.

On the rise.

We’re proud of our annual organic growth rate of 17% since 1987. But our work isn’t done yet! We’re a niche-focused, process-driven and goal-oriented team with an attractive compensation structure that rewards both personal and team performance.

Current Openings

Associate Wealth Advisor

Posted September 2022

Don’t see what you’re looking for?

We’re always on the lookout for talented professionals to join our team. Drop us a line at and let us know how you stand out from the crowd.

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