Tarbox Family Office is a privately owned, independent SEC Registered Investment Advisor. Unlike most financial advisors, we truly employ a team approach in all we do. We value and encourage the different points of view and opinions of our team, as we have found that a collaborative process allows us to examine issues from different contexts and provide better options and outcomes for the select group of wealthy families and individuals we serve across the United States. Today we are recognized as one of the top wealth management firms in the country.
CFP: Financial Planner
We are seeking a Financial Planner to play an integral part in our organization. The Financial Planner can expect to have direct contact with clients and vendors, as necessary, and will be expected to develop into a lead relationship manager.
CPA: Financial Planner/Tax Strategist
We are seeking a Financial Planner with a strong tax background to manage client relationships and provide strategy and advice to high net worth and ultra-high net worth clients. Ideal candidate is a CPA, with an advanced accounting and tax planning background, and 3-10 years practical experience, preferably including time spent in a family office or wealth management environment. This could be a unique opportunity for a CPA who has a passion for holistically serving wealthy individuals and families with a desire to move away from a Public Accounting environment.