Work With Us

Work with the team at Timberchase Financial

We are always interested in talking with people who are interested in what we do. Timberchase Financial is a planning-centric wealth management firm, providing high-quality, value-added services for families. We do this on a fee-only basis which means our clients pay us directly, and we do not accept incentives or commissions from financial product providers, minimizing conflicts of interest. Our work is collaborative in nature - with the client, their other advisors (CPA, attorney), and with our team. Please review What We Do to understand what is important to us.

We are currently open to meeting individuals who are interested in working with us. While we do not always have a position open, we anticipate that we will and like to meet like-minded individuals. Here is what we look for in future members of our team:

WE SEEK PEOPLE WHO ARE:

  • Passionate about the value that financial planning brings to the lives of our clients.

  • Committed to the clarity that comes with a fee-only compensation model.

  • Committed to the fiduciary relationship with our clients which leads us always to act in their best interests.

  • Embracing of our core values of focus, personal connection, thoughtfulness, transparency, collaboration, and fiscal prudence.

  • Naturally process oriented and intentional, attentive to details, proactive in approach to solving problems, and pleased to work in a collaborative team environment.

  • Polished and professional, helping maintain and increase the confidence our clients have in us.

  • Committed to evidence-based investing, grounded in academic research, sometimes called strategic passive asset allocation. This style of investing focuses on rebalancing, controlling risk, reducing taxes, reducing costs and does not rely on forecasts.

If you are curious about what we are doing, and would like to confidentially explore working with us, please inquire here.