Geometric strives to be the best place to build a career in the financial planning industry.

We provide a flexible work environment, competitive compensation and benefits, a team-based culture, transparent and rapid career progression, and mentorship along that path.

Our team holds four core values and we look for others who value these same principles.

• Excellence: We are service-oriented, and we put our clients’ interests ahead of our own. We take pride in the excellence of our team, our service, our analyses, and our deliverables.

• Overcommunication: We value open, honest, and thoughtful communication and take extra time to ensure that our communications are clear.

• Continuous Improvement: We embrace the fact that our firm – and each of us individually – will always be a work-in-progress. There is no end state; only a journey of getting better.

• Support and Balance: We choose to work with people who are positive, supportive, and kind.  We value our own mental and physical wellness, and we care about the wellness of our colleagues.

Diverse Perspectives:

We believe that a team performs better when its members bring diverse perspectives.  We strive to provide an inclusive environment for those of any race, religion, ethnic origin, gender identity or expression, age, physical disability, sexual orientation, marital status, parental status, military service, medical history, or any other status.  All are welcome and supported here.