We are entrepreneurial and success-driven professionals. We work together to advocate for our clients, our colleagues, and our careers. Our open-minded culture leverages equality and teamwork to drive success.
Our success depends on every one of us. And it’s that collective spirit that drives us not only to succeed financially, but to become the best place to work in every community we serve.
From competitive benefits and a rewarding work-life balance, we make sure you can thrive in every way possible.
The welfare of our clients is a major reason why we do what we do. But it is not everything. We are driven to improve our communities — where we live, work, and grow. As an organization, we’ve invested over 10,000 hours across our member firms and significant resources into our communities, and we’re just getting started.
But our contributions extend far beyond our organizational initiatives. Many of us have individual causes dear to our hearts. And our team has consistently rallied around our team members to support their causes. We welcome the opportunity to support yours.
Where we live, work, and grow
As an advisor, what I really like is the amount of support. We've always got a team that's going to help us follow up on things, so everything doesn't fall 100% on me.
We've been given more time to run our business because of the technology and how awesome Penn Mutual's underwriting is. It's very easy for the clients, even those that might be in an age bracket that technology still is not super easy for 'em, but it is a game changer, to be honest.