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Join employees from the best companies

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Our services

Your financial peace of mind is our priority

A financial plan aligned with your needs and values

We prioritize what matters most, creating a personalized roadmap to keep you and your loved ones on track.

A flexible, iterative approach

We're here to navigate life's twists and turns with you, offering continuous support and adjustment.

A portfolio tailor made for you

Your situation is unique. We seek to build portfolios to complement your career, private stock position, values, and goals.

Our clients

From Big Tech employees to startup founders

There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
dbt logo
They helped us understand what was going to be done with our money rather than just handle our money.
Early employee
stripe logo
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
The value I'm getting is the tax planning, and the holistic approach. It's like all these things that I felt like we're missing from a traditional financial advisor.
Sales director
Cybersecurity unicorn
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
dbt logo
They helped us understand what was going to be done with our money rather than just handle our money.
Early employee
stripe logo
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
The value I'm getting is the tax planning, and the holistic approach. It's like all these things that I felt like we're missing from a traditional financial advisor.
Sales director
Cybersecurity unicorn
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
dbt logo
They helped us understand what was going to be done with our money rather than just handle our money.
Early employee
stripe logo
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
The value I'm getting is the tax planning, and the holistic approach. It's like all these things that I felt like we're missing from a traditional financial advisor.
Sales director
Cybersecurity unicorn
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
dbt logo
They helped us understand what was going to be done with our money rather than just handle our money.
Early employee
stripe logo
What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.
Dan Sinner
Chief Customer Officer at Happy Money
The value I'm getting is the tax planning, and the holistic approach. It's like all these things that I felt like we're missing from a traditional financial advisor.
Sales director
Cybersecurity unicorn

Testimonials are specific to an individual Client’s experience and may not be representative of all Clients. Unless otherwise indicated, Clients offering a Testimonial do not receive compensation and their statement does not present a conflict of interest.

Solutions for every stage of your life

Transparent pricing with aligned incentives

All-inclusive pricing starting at $1,800/quarter.

Fee-only advisors.
We believe in transparency and aligned incentives. Our only compensation is the fee we explicitly charge. We receive no commissions or kickbacks.
Fiduciary duty.
We act in your best interest looking to provide you with the highest standard of care and peace of mind.
Personalized service.
No cookie-cutter solutions. Get advice that’s uniquely tailored to you.
Our team

Here's who you'll work with

John Morrison, CFA®

Head of Portfolio Management

Chris Arnold, CFP®

Lead Financial Planner

Brett Wysopal, CFP®

Lead Financial Planner

Here's what people are asking