We strive to deliver superior client service by developing long-term relationships, understanding each client’s individual needs, and building a relationship around those needs to develop a disciplined investment and financial plan.  We achieve unquestioned integrity by hiring, training, and holding our associates to the highest ethical standards.  By doing this, we will promote an internal culture that always puts the client’s interest first while offering the opportunity for continuous employee growth and professional development.

Please send your cover letter and resume to and note which position you are applying for.

Full-Time Opportunities

Trading Associate

Beaver Falls, PA Office

Tax Planning Associate

Beaver Falls, PA Office

Charitable Entities Associate

Beaver Falls, PA Office

Retirement Plan Operations Associate

Beaver Falls, PA Office

Junior Financial Assistant

All Offices

Internship Opportunities

Intern & Summer Intern