Embrace new
perspectives.
We’re seeking new ways to build
our success, together.
You have more to
accomplish. We can help.
For over 25 years, Choreo has been offering integrated tax
and estate planning, investment management and comprehensive
financial planning to serve complex client needs.
Collaborative
Culture
Our team members bring their capabilities together to work toward common goals. We encourage transparency and build trust through open communication.
Commitment
to Diversity
We actively seek diverse talent that can broaden our collective perspective. We foster an environment where people feel welcomed, and their ideas and opinions are valued.
Future-Leaning &
Tech-Enabled
We consistently challenge ourselves to find opportunities for improvement. Leveraging the latest technology platforms, we transform our new ideas into tangible results.
Dedicated to Your
Development
We strive to provide continuous learning opportunities for our employees to stay well-informed on industry trends and best practices, as well as develop new skills.
THE CHOREO NETWORK
Our numbers have real impact
on your financial future.
200+
Wealth management employees
24.6B
Assets under management and advisement
25+
Years of experience
42
Locations throughout the U.S.
*As of March 2024
THE PERKS
At Choreo, we provide a holistic, total
reward offering to empower our teams in
their professional and personal lives.
Comprehensive
Health Coverage
Comprehensive medical, dental, and vision insurance is offered to employees and their families.
Flexible
Time Off
Employees are given unlimited paid vacation to enable balance between professional and personal life.
Supplemental
Insurance
Life and Disability Insurance as well as FSA, HSA, EAP and Legal programs are available for supplemental support.
Education
Reimbursement Program
Our tuition reimbursement program enables and encourages employees to further their education and professional development.
401K
Match
Choreo matches 50% of employee contributions.
Employee
Recognition Programs
Employees are recognized and rewarded for contributing to team efforts based on company culture and values.
THE CHOREO TEAM
Discover how working with a
Choreo advisor creates real impact.
As a full-time working mom, Choreo has provided me with the best environment to pursue career growth while also allowing the flexibility to meet the needs of my family.
Choreo has a fantastic culture where everyone plays to their strengths and contributes to who we are and want to be. I am proud to be a part of the inspiring, uplifting, and forward-thinking Choreo family.
At Choreo, I am grateful to be empowered to take on new challenges that provide me with personal career growth, and feel that everyone across the firm is equally valued.
Ultimately, you find the rare combination of vision and culture here at Choreo. The company is forward-thinking and always striving to find better solutions to existing problems.
Choreo cultivates an inclusive and collaborative environment, creating opportunities for everyone to make an impact on the firm, our clients, and community from day one.
Choreo provides a supportive work environment that encourages professional growth and allows each team member to reach their full potential.