Financial Services Experts

A man sitting on a chair in front of a fireplace.

We provide you with the ultimate arbiter in being the top dog in your financial services sector: Talent.

​We are executive search professionals who identify and recruit passive candidates who, in most cases, work for your competition. Our job is to provide you with these highly-valued human resources – top talent solutions. We match this talent with your specific and urgent needs. You tell us who you need, and we will find them.

We provide executive search services in the areas of Financial Services in the following functional areas:

  • Audit Seniors, Supervisors, and Managers
  • Tax Seniors, Supervisors, and Managers
  • Financial Planners
  • Plan Designers
  • Wealth Managers
  • Portfolio Managers
  • Series 6, 7, 63 and other licensed professionals

We are subject matter experts in the field of financial services. Financial services are a vast industry sector. We focus exclusively on public accounting, financial planning, and wealth management.

Our focus in public accounting is as follows:

  • Assurance/Auditing
  • Individual and Corporate Tax Services
  • International Tax Consulting
  • Business Consulting Services
  • Wealth Advisory
  • Management Advisory

In Financial Planning and Wealth Management:

  • Portfolio Management
  • Wealth Planning
  • Family Investment Advisory
  • Estate & Trust Planning
  • Asset Management
  • Business Succession Planning
  • High-Net Worth Financial Planning

Solutions for You

Our solution is to work harder and smarter for you. We are active in the local community and have a robust network to tap into when we have a specific and urgent need from a client. We are also very active on social media with podcasts and a YouTube Channel. In combination, this results in a stronger outreach effort to younger people with marketing and promotional efforts that make this “next generation” of talent more aware of the opportunities in this industry to build a career and wealth.

We are local. We are financial specialists. I have walked in your shoes working for Arthur Andersen and being a CPA at one time.

We listen. We learn. We understand there is War on Talent with regards to young financial services talent. The Next Generation. Talent is the ultimate arrow in your quiver to compete and win over the long-term.

We make a strategic and tactical effort to hunt and capture this Next Generation of talent via social media and other forms of outreach for our clients. For you. Our partner.​

It is important that we stay current on the rapidly evolving landscape with regards to local acquisitions, compensation levels, employment law, and evolving market trends such as remote and hybrid business and technology models now being adopted in the region.

Why Work with Us

Since 2003, we have worked exclusively in the WDC and Mid-Atlantic markets in accounting and wealth management. We have also worked as both recruiters and trusted advisors providing solutions to a wide spectrum of firms from small family-owned Virginia firms to billionaire-run private equity firms on Wall Street with multiple portfolio companies across the globe. This expertise makes us trusted advisors to the insurance community. Solutions Providers. Not just recruiters.

We provide expert executive search solutions to our financial service clients by finding them top-shelf candidates who have skills and experience that are in direct alignment with their strategic vision and corporate culture.

We have worked with some of the biggest private equity firms on Wall Street as well as the smallest community-based organizations providing financial services. We treat them the same: As our partner.

In addition to our executive search services, we also provide the following services on a case-by-case basis:

  • Individual or group executive coaching services.
  • “Heard on the Street” info about local mergers and acquisitions.
  • The latest news and insights on Virginia/Maryland/WDC employment law and agreements
  • Qualitative bench-marking and metrics building for staff accountability purposes

We conduct our search assignments in complete confidence. Operating on a “need to know” basis, we use a proven step by step process that protects the identity of the passive candidate and the integrity of the client firm’s proprietary information.

Looking for more info? Reach out anytime