We help tech professionals grow and preserve their wealth
Join employees from the best companies
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.
We can’t wait to get to know you
Your situation is unique. During your intro call, you’ll meet with an advisor who will get to know you and learn about your goals.
We’ll have a 360 degree look at your finances and craft a plan for you.
We tailor an investment strategy that makes sense for you, including your company stock, and seeks to outperform the market.
You're juggling a lot of responsibilities & have limited time to prioritize managing your finances. We proactively help you make smart money decisions & spend more time where it matters most.
From Big Tech employees to startup founders
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
Fiduciary duty
Personalized service
Here's who you'll work with
John Morrison, CFA®
Head of Portfolio Management
Mike Allred, CFP®
Financial Planner
Tim Lee, CFP®
Associate Financial Advisor
Eric Thompson, CFP®
Lead Financial Advisor
Stephanie C. Johnson-Fuentes
Operations & Investments LeadHere's what people are asking
Yes, you will have a dedicated advisor. We believe having a dedicated advisor leads to a stronger advisor / client relationship, which leads to better financial outcomes for you. Upon beginning our engagement, you will have a Lead Financial Advisor who will serve as your primary contact and a dedicated team to support your financial needs.
Yes, we can. Our team of advisors are certified financial planners and have deep experience in equity compensation along with other aspects of financial advice and investing.
No, you aren't required to have us manage your investments. Though we do believe an integrated approach to financial planning and investing results in better outcomes.
No, we do not file your tax return in-house. However, we have a CPA partner with experience in equity compensation which can prepare your return.