Details
Demars Financial Group is an independent, SEC-registered investment advisory firm in Spokane, Washington. Ted Demars, founded the firm in 1975. More than 50 years and three generations later, we manage about $450 million.
Our work is retirement planning and investment management. Every client relationship starts with a 3-month financial planning process we call the Retirement Readiness Roadmap. The investments follow the plan, not the other way around. We're known for careful, thorough work, for explaining money in plain English, and for client relationships that last decades.
Taylor Demars, CFP®, the third generation of the family, leads a retirement-planning practice within the firm for couples in their late 50s and early 60s. Most of his clients find him through his YouTube channel. His practice added about $31 million in new client assets in the first half of 2026.
You would be the first full-time hire on Taylor's team. That means working directly with him, decisions made in minutes instead of weeks, and a real say in how things get done.
A few things about how we work:
Hospitality is the standard. We want clients to feel the way you feel at a great hotel: expected, remembered, and looked after. We study how Ritz-Carlton and Disney do it. Welcome gifts, handwritten notes, and remembering the grandkids' names are part of the job, not extras.
Family comes first. Evenings and weekends are yours, as well as unlimited PTO. We take our time off and expect you to take yours. Hours are Monday through Friday, 9 to 5, in the office.
You'll build, not just run. Most of our workflows live in people's heads today. Part of this role is writing them down, so the team runs the same way every time and can train the next hire.
There's a real path. As we add advisors, this role grows into leading client operations and client experience for the team.
No cold calls, no quotas. New clients find us on YouTube and arrive ready to work with us. Your job is to make their first 90 days, and every year after, feel effortless.
About Us
We specialize in helping clients between 55 and 65 who are planning an early retirement or have recently retired. Most have between $2 million and $10 million in investments.
Nearly all of them find us through Taylor's YouTube channel, so they arrive already knowing how we think. Each new client starts with the Retirement Readiness Roadmap: a flat-fee, three-month planning engagement with seven meetings that ends in a complete written retirement plan. About three out of four then move into ongoing planning and investment management with us. The team welcomes about 3 new client households a month.
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