Financial Planning Built for Growth-Stage Founders.

Your company is building value. We make sure your personal finances keep pace.

We work with founders who need integrated planning across their personal and business finances — at every stage of building.

No commissions. No AUM pressure. Just fee-only, fiduciary advice.

Fee-Only

We don’t earn commissions or take a cut of your assets. You pay a flat fee. That’s it. Our interests and yours point in the same direction.

Fiduciary

We’re legally required to act in your best interest — not ours, not a product provider’s. Most advisors aren’t held to this standard. We are.

Built for Founders

Your personal finances and your business finances don’t exist in separate buckets. We plan across both — so nothing falls through the cracks, at any stage.

What we help founders with

Integrated planning across your personal and business finances — so you can stay focused on building.

Tax Planning

Business income, equity compensation, and major financial decisions all carry real tax consequences. We map your options before you act — not after — so you keep more of what you've built.

Investment Strategy

Founders often hold concentrated equity in their own company while sitting on a growing cash position. We build diversified, evidence-based portfolios around what you actually have — not a generic allocation model.

Retirement Planning

Most founders deprioritize retirement savings during the build years. We help you catch up strategically — using Solo 401(k)s, backdoor Roths, and other tools available to founders and business owners — so you're not starting from zero when the time comes.

Benefits Strategy

Choosing the right health, retirement, and equity benefits affects both your personal finances and your ability to hire and retain great people. We help you structure benefits that make sense for your stage, your team, and your own compensation.

Long-Term Foresight

What does financial independence actually look like for you? We help you think beyond the next milestone — building a plan for what's next, not just what's now.

Ongoing Support

Your financial picture changes fast when you're building a company. We're available between annual reviews — for the equity grant you didn't expect, the acquisition offer on the table, or the question you don't know who else to ask.

Not sure if we're the right fit?

That's exactly what the first call is for.

We offer a free 30-minute introductory call — no pitch, no pressure. Just a straightforward conversation about where you are and whether we can help.