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Publishers of the Nerd's Eye View blog on Kitces.com and the Financial Advisor Success podcast and the Kitces & Carl podcast

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.

Rating Reviews

Rating is calculated based on 1 review and is evolving.

Featured Reviews

Content Marketing Specialist
4.0
18 September 2026
Solid Educational Mission with Room for Process Improvement
Pros: I genuinely believe in Kitces.com's mission to educate financial advisors. The content produced is high quality and respected in the industry. Working remotely offers great flexibility, and the compensation package is decent for a role in the financial services education space. The team is knowledgeable and passionate about their work, making for interesting collaborations.
Cons: While the educational content is excellent, the internal processes for content creation and project management could be streamlined. Sometimes there's a lack of clear direction or coordination on larger projects, leading to minor inefficiencies. More structured feedback loops on operational workflows would be beneficial.
Advice to Management: Consider implementing more agile project management tools and regular cross-departmental syncs to improve workflow efficiency and clarity on ongoing initiatives.
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Common Questions About kitces

Does Kitces.com offer comprehensive parental leave benefits for employees at their financial planning firm?
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