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Secfi Advisory

Financial planning built for the startup community

Get one-on-one financial planning from our team of advisors specialized in aligning your stock options with your financial goals.

Meet with an advisor
Startup employee

A financial plan that ignores equity is no plan at all

Most wealth advisors don’t understand how stock options fit into a financial plan. Good thing we’re not most wealth advisors. Your equity is the gateway to potential wealth. Our team is uniquely equipped to paint a full financial picture that includes your equity so you can maximize your financial potential.

Get advice

First, let’s nail your stock options

Know exactly what to do with your equity

  • Holistic review of your finances, including your equity and its potential value
  • Multiple exercise strategies, including net benefits and tax optimization of each
  • Tax prep and filing with a CPA
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Women with stock options
Secfi Wealth

Next, let's protect and grow your money

Financial planning with a focus on equity

We’ll help you build a plan for home ownership, retirement, your kid’s education, passion projects, and whatever’s important to you.

Estate planning, taxes, and insurance

You’ll have access to opt in to services from a coordinated team of reputable advisors to help you with your taxes, estate planning, and insurance.

Investment management

We regularly monitor and rebalance your portfolio using modern investment solutions to protect and grow your hard-earned wealth.

Man looking to build his wealth
Build your wealth

Designed for today. Built for tomorrow.

Clients

We work with employees from cutting-edge startups

Meet your advisor

  • Equity and tax planning
  • IPO and liquidity planning
  • Ongoing financial planning
  • Investment management
Meet Chris, your financial advisor
  • Equity and tax planning
  • IPO and liquidity planning
  • Ongoing financial planning
  • Investment management