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We are a team of NERDS

What We Do

The team at Kitces.com is committed to making real financial advisors better, and more successful.

It is our mission to help advisors who are serious about their craft to fulfill their sacred duty to clients by advancing the knowledge and practice of financial planning. Which we do by being the leading online source of research, resources, education, and training, for real financial planners.

We serve real financial advisors because it allows the work we do to have a 100X multiplier effect. For every advisor we help to educate and grow, they help the 100 active clients they can serve, allowing us to have an even greater reach and impact!

Who We Are

Our entirely virtual team prides itself on creating an environment where everyone can do their best work, and continuously grow their knowledge and skills. We want the work we do at Kitces.com to be something our team wants to show up for every day, because it gives them energy to do their best work and know it is having a positive impact, all in pursuit of helping the advisors we serve.
michael kitces

For every work task you don’t like to do, someone else’s dream job is to wake up every day being responsible for that. At Kitces.com, it’s our goal to have everyone in a role that allows them to maximize their natural strengths.

What We Value

Our core values are the unbreakable principles that underlie everything we do, every decision we make, and every team member we hire at Kitces.com. There are many ways to solve a problem or tackle a business issue… but it’s only a Kitces solution when it’s consistent with our Core Values.
DO THE RIGHT THING

DO THE RIGHT THING

We always act with the utmost integrity in all our business endeavors. We offer the flexibility of working virtually, but expect that all team members will do what they have committed to do. Our ability to serve the financial planning community stems first and foremost from the trust we engender by living and working with integrity; it is up to all of us to maintain our individual integrity, as well as the integrity of the Kitces brand.
ADVISORS FIRST

ADVISORS FIRST

We put real financial advisors first in everything that we do. Therefore, maintaining the integrity of our platform requires that we never do anything that could undermine the trust advisors have in us. Consequently, our voice, our objectivity, and our readers’ data/information, is never up for sale. We will keep our business model aligned to ensure that we can continue to put advisors first. Though there is nothing wrong by going even further in putting advisors first by actually creating additional solutions/businesses that solve more of their problems!
BE THE TRUSTED SOURCE

BE THE TRUSTED SOURCE

To be a trusted source, we must be data-driven, evidence-based, and maintain our objectivity. Being the trusted source also means we will Speak The Truth (respectfully), even if sometimes it’s unpopular, to share the information that needs to be shared. We may put forth opinions as thought leaders – thereby becoming the trusted source for new ideas and insights as well – but our perspective should always be evidence-based and data-driven, and the facts we speak should always be judged true and stand on their merits. We will manage our business model to ensure our independence from conflicts of interest that could undermine our ability to Be The Trusted Source.
THE CONTENT MUST GO THROUGH

THE CONTENT MUST GO THROUGH

While advisors depend on us for quality, accurate, and relevant information and insights, they also rely on us for timely content on what they need to know. We are committed to getting the content published on the promised date, and expect the entire team to come together as necessary to ensure we follow through on our content commitments. The Content Must Go Through.
GET YOUR NERD ON

GET YOUR NERD ON

Just as the Kitces.com platform exists to help financial planners on their never-ending journey of learning, so too are we always on our own journey of improvement. By always learning, and being willing to “nerd out” on our own passions and interests, we are committed to always be curious and always be growing, and recognize that feedback and even (constructive) criticism is a gift to learn from. Small improvements, when you nerd out on them, compound greatly over time.

See Yourself Working Here?

Check out our Careers page for current openings. We might have a great fit for you. And, sign up to be notified when positions open at Kitces.com or Michael’s other businesses.

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