E.A. Buck Financial Services Tech Stack

Independent wealth advisor platform for retirement and tax-optimized planning

Financial Services Denver, Colorado 51–200 employees Founded 1980 Privately Held

E.A. Buck is a Denver-based independent wealth advisor serving individuals on retirement and tax planning. The firm runs a hybrid tech infrastructure—Salesforce for client management, Snowflake + Python for analytics—while actively building an enterprise data warehouse and scalable data pipelines. The hiring mix leans heavily toward finance roles (8 of 15 open positions) and mid-to-lead tier staff, suggesting growth in planning capacity and backend data infrastructure rather than rapid sales scaling.

Tech Stack 12 technologies

Core StackSalesforce Snowflake AWS Python Pandas FastAPI Epic Systems Microsoft Office Azure Excel SQLAlchemy Bloomberg

What E.A. Buck Financial Services Is Building

◆Challenges

Reducing busywork
Ensuring office efficiency
Processing new business applications
Client coordination
Expanding office footprint
Centralizing hardware support
Managing branch renovations
Robust data governance
Scalable data pipeline integration
Data security compliance

▲Active Projects

Financial planning for new prospective clients
Epic planning experience
New business application processing
Client coordination
Branch renovation
Office launch
Enterprise data warehouse development
Scalable data pipeline integration
Assist clients with annuities, life, long-term care, and managed money
Model implementation across advisor and retirement plan platforms

Hiring Activity

Steady15 roles · 5 in 30d

Department

Finance

Sales

Data

Ops

Seniority

Mid

Lead

Manager

Senior

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About E.A. Buck Financial Services

E.A. Buck Financial Services is an independent advisory firm founded in 1980, operating across multiple offices and specializing in retirement strategies, wealth management, and tax planning for individual clients. The firm partners with registered entities (Madison Avenue Securities for brokerage, AE Wealth Management and Buck Wealth Strategies for advisory) to deliver securities and investment advisory services. Operations center on a five-step planning methodology that integrates financial goal-setting, tax structure, and product selection. Active projects include enterprise data warehouse development, new business application processing, and office expansion, indicating investment in both operational efficiency and geographic growth.

HeadquartersDenver, Colorado

Company Size51–200 employees

Founded1980

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does E.A. Buck use?

Salesforce, Snowflake, AWS, Azure, Python, Pandas, Excel, FastAPI, SQLAlchemy, Epic Systems, and Bloomberg. The stack spans client relationship management, cloud data infrastructure, and financial-data integration.