Alere Planning LLC jobs and careers

About Alere Planning LLC

Alere Planning’s mission is to bring thoughtful guidance to emotional and complex life transitions. Prospective clients are typically introduced when preparing for or experiencing: • Career transitions • Retirement • Family changes • Loss of a loved one • Wealth inheritance or transfer Alere Planning, an independent financial services firm, located in Towson, Maryland was founded on the idea of serving a select group of households and executives / business owners. We believe investing the proper time to actively listen and build a deep relationship is essential to designing and implementing a personalized financial roadmap. We continuously monitor progress and work side-by-side with clients to make ongoing course corrections to help them stay on track. Advisory services offered through Alere Planning LLC a Registered Investment Advisor.

Founded in 2017 by Jim Weglein.