We’re not hiring (unless you’re exceptional).
Go Independent
At Holistic Planning, we’re not always actively hiring, but we’re always listening. We believe that the right people—driven, curious, and committed to excellence—don’t come around every day. So when they do, we make space. If you’re the kind of person who raises the bar just by walking into the room, we want to hear from you.
“If you’re exceptional at what you do and believe in the power of financial planning done right, let’s talk.”
Jason Barber
We’ve built a culture rooted in integrity, collaboration, and a deep respect for the people we serve. Our team is small, focused, and relentlessly dedicated to delivering thoughtful, personalized financial planning. Every voice here matters, and every role is an opportunity to make a meaningful impact.
Join Holistic Planning and help shape the future of financial advice—where purpose, people, and planning come together.
Jason Barber
Founder
