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Company Summary

Company Overviews

We're a team uniquely composed of CPAs, financial thinkers and experienced advisors across many industries. We're on a mission to be the catalyst that gives our clients, employees and communities The Power to Dream Big.

Rating Reviews

Rating is calculated based on 4 reviews and is evolving.

Featured Reviews

Senior Project Manager
4.0
2 September 2026
Solid Financial Services Firm with Good People
Pros: I really enjoyed my time here. The team was collaborative and genuinely cared about our projects and client success. There's a strong emphasis on financial planning and advisory services, which means you're working on meaningful tasks. The company culture is professional but approachable, and there's a good sense of stability, which is a huge plus in this industry. The Chesterfield location is convenient for many.
Cons: As with any established firm, there can be a bit of bureaucracy to navigate, and sometimes project timelines feel stretched due to internal processes. Communication between departments could occasionally be smoother to accelerate decision-making. These are minor points, but worth noting for potential new hires in roles that require rapid cross-functional adjustments.
Advice to Management: Continue fostering strong team collaboration and invest in streamlining internal communication flows. Celebrating team wins more visibly could also boost morale further.
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Consultant
3.7
31 August 2026
Solid consulting firm with good team dynamics
Pros: I've enjoyed the exposure to a variety of client projects within the business transformation and technology consulting space. The team culture is genuinely supportive; people are always willing to lend a hand, making collaboration feel natural and effective. There's a good emphasis on delivering quality work and building client relationships, which is rewarding.
Cons: While job security feels stable given the nature of consulting work, managing workload during peak project times can be challenging. Sometimes, it feels like communication on long-term career path development could be clearer, and the approval processes for certain initiatives can be a bit slow.
Advice to Management: Consider implementing more structured mentorship programs and clearer communication channels regarding project allocation and career progression timelines to enhance employee engagement and development.
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Financial Analyst
3.7
7 September 2026
Good Work-Life Balance, Room for Process Improvement
Pros: The best part is definitely the people. My colleagues are supportive and collaborate well, making day-to-day work enjoyable. The hybrid work arrangement is a huge plus, offering real flexibility to balance personal life and professional responsibilities. It's a stable environment within the financial services sector.
Cons: While there's flexibility, career growth can sometimes feel unclear. Processes could be more streamlined, and I've seen opportunities where better project management or clearer communication could have saved time and reduced frustration. It's not a dealbreaker, but definitely an area for development.
Advice to Management: Consider clearer communication channels for career pathing and process improvements. More visibility into advancement opportunities would be greatly appreciated by employees.
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