Remote Jobs at 49 Financial

49 Financial

51 - 200 employees

Founded 2019

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

49 Financial is a values-based financial planning and wealth management firm that provides personalized investment advice and comprehensive financial planning for individuals, business owners, executives, pre-retirees, retirees, and high-net-worth clients. The firm emphasizes a team-oriented approach to simplify complex financial decisions, create clarity around clients' goals, and deliver long-term strategies; it uses Charles Schwab as the primary custodian for client accounts. 49 Financial operates through 49 Wealth Management, LLC as an SEC-registered investment adviser and offers guidance on investments and account types while advising clients to consult tax and legal professionals for non-investment matters.