- Careers
- True Wealth Design
Build the Future of Integrated Tax, Wealth, & Advisory
We’re building an integrated tax, wealth, and advisory firm across the Midwest, and we’re looking for people who want to grow with it.
Who We Are — and What We're Building
True Wealth Design started in 2005 with a simple idea: people plan smarter and live better when their tax, investment, and retirement decisions work together. Today our clients get one team for all of it, from tax returns to estate plans.
We’re founder-led, independent, and growing fast. That growth depends on the people we bring in: curious, humble, ambitious, and deeply committed to both relationships and results. Growth is expected from everyone here, and we give you the room to do it.
-
Do the Work You Got Into This For. The work we do changes lives. Our clients trust us with their families, businesses and futures, and we strive for excellence every day.
-
Learn From Credentialed Professionals. Many of our advisors hold CFP®, CFA®, or CPA designations, and everyone here is focused on mastering their craft. Learning isn't limited to new employees, it's an expectation for all of us.
-
A Career Path You Can See. We hire for careers. We’re hiring people for careers, not positions. We care as much about who you’re capable of becoming as we do about what’s on your resume today.
Awards and Recognition
Newsweek 2025: The Newsweek rating was issued on 03/14/2025, for the 2024 calendar year. True Wealth Design LLC did not provide compensation in connection with obtaining or using the rating.
USA Today 2025: The USA Today rating was issued on 04/23/2025, for the 2025 calendar year. True Wealth Design LLC did not provide compensation in connection with obtaining or using the rating.
Crain’s: The Crain’s rating was issued on 10/06/2025, for the 2025 calendar year. True Wealth Design LLC did not provide compensation in connection with obtaining or using the rating.
A New Chapter for CPA and Advisory Firm Owners
You started your firm to do meaningful work for people who trust you, and you’ve spent years building a practice and a team worth protecting.
At True Wealth Design, we partner with owners of CPA and advisory firms with $1M to $5M in revenue, whether they want to spend the next several years back with their clients or are ready to retire. We structure each partnership around your goals, from a full acquisition to rollover equity, so your clients stay with an advisor they trust, your team stays together, and the firm you built carries on.
Grow With Purpose
Every role at True Wealth Design connects back to the client. Our tax, wealth, and client service teams work side by side, so the work you do in one seat shapes what happens in the others.
That also means your career can move in more than one direction as you grow. Choose the area closest to your background to see what the work looks like and where it can lead.
TAX & ACCOUNTING
Tax Work That Shapes Outcomes
Our tax team works beside wealth advisors and planners every day, so your work carries into every client’s plan. This is a place for people who love solving problems and want to build deeper expertise.
WEALTH & PLANNING
Integrated Financial Planning
Build expertise into every plan and work with dedicated investment and client service staff. That support lets you ask better questions, take ownership of the advice, and spend more of your day with clients.
CLIENT SERVICE & OPERATIONS
The Team That Makes It All Work
You’ll know clients by name and work across our tax and wealth teams every day. Build lasting relationships with clients and colleagues, influence how a growing organization works, and grow into new roles.
Meet Your True Wealth Team
Our Client Satisfaction Rating (NPS)
TEAM MEMBER SPOTLIGHT
“