Brighton Jones

We were founded in 1999 to provide wealth management services, using a “Personal CFO” approach. This means our in-house experts collaborate across clients’ entire balance sheets to build and implement comprehensive financial plans. Our services include investments, tax strategies and compliance, trusts and estates, philanthropy, risk management, financial planning, retirement plan services, and executive compensation.

We customize portfolios based on Nobel Prize-winning research in traditional and behavioral finance. As a fiduciary, we have a legal duty to prioritize client interests. We serve over 5,000 clients with over $30 billion in assets under advisement and maintain a 98% client retention rate.

We are also a Certified B Corporation, which means we meet high standards for social and environmental performance, transparency, and accountability.

Our mission is to help clients, colleagues, and the global community “Live a Richer Life®” by aligning their wealth with their passions and purpose.

Our core values, which guide our work, are:

• Commitment
• Curiosity
• Continuous Growth
• Compassion
• Collaboration
• Community

These values encourage a proactive mindset, continuous learning, individual and team development, empathy, shared expertise, and community building. As a Certified B Corporation, we use our business to help create a more equitable and sustainable future.

We have over 300 team members across 22 offices. Our culture values collaboration, curiosity, and compassion. We look for individuals who want to grow and make a positive impact.

We are 100% employee-owned, with over 40% of our team members holding equity or stock options. We offer an open and collaborative work environment with options for remote or in-office work.

Our culture incorporates Mindful Emotional and Social Intelligence (MESI), a proprietary mental fitness program that builds self-awareness, empathy, and compassion. We are also committed to Justice, Equity, Diversity, and Inclusion (JEDI) principles, working to create an inclusive environment and remove barriers in financial services.

We offer a benefits package that includes:

• 401(k) employer contributions
• Generous paid time off
• Subsidized public transportation

Employees receive:

• Free medical, dental, vision, and life insurance
• HSA employer contributions and flexible spending accounts
• Parental leave, adoption benefits, and a parents’ group
• Unlimited paid volunteer time off and matching grants for volunteer hours and cash donations

Other perks include:

• A personal and professional growth stipend
• Access to Richer Life Business Partners for coaching
• Employee referral bonuses

Employees can also own equity or stock options in our company. We organize quarterly team-building events, offer summer Fridays and a Winter Break schedule, and provide stocked snacks and meal delivery options.