 Fee-Only Financial Planning For Tech Professionals: Manage Equity Comp, Optimize Taxes, And Plan For FI
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Committed To Acting In Your Best Interests
Not all financial advisors are created equal. Being a fiduciary means I’m held to a higher legal standard and am required to ALWAYS provide advice in your best-interest. I’m advice focused and never sell commission based financial products.
Achieve Peace Of Mind
I’ll show you how to quantify tradeoffs on the path to financial independence. By getting intentional and focused with money decisions, you can have peace of mind knowing you’re putting yourself in a position to succeed.
Unlimited 1-on-1 client support
You always work and communicate directly with me. I’m always available for unexpected needs that come up in between regularly scheduled meetings.
Guidance from a CERTIFIED FINANCIAL PLANNERâ„¢
Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNERâ„¢ designation.*
*Source: www.cfp.net, www.cerulli.com
Transparent Pricing
One advisory fee includes all wealth management and financial planning services. You’ll always know what you’re paying and what you’re paying for.
See what MWB Clients Have To Say:
Schedule Your Introductory Call:
Have peace of mind knowing your money stays with an established institution:
TD Ameritrade, Inc. is the firm that I use to custody client assets. TD Ameritrade and Modern Wealth Builders, LLC are separate and unaffiliated firms and are not responsible for each other’s services or policies.
Still have questions? Keep reading…
how does modern wealth builders make money?
My firm is a commission-free (a.k.a. fee-only) financial planning and wealth management firm. The fee is dependent on your needs and complexity. It is not tied to the value of your investment portfolio.
Some financial advisors are compensated on commissions from the financial products they sell which may be hidden or create conflicts of interest.
One fee includes the management of all your investment accounts + ongoing financial and tax planning.
My goal is to help you pursue autonomy, maximize your equity compensation, and sustain financial independence.
Do you offer an hourly or one-time project fee option?
I do my best work with people who are looking for an ongoing relationship. At this point in time, my firm is not built for one off engagements.
CAN YOU MEET VIRTUALLY AND WORK WITH PEOPLE IN OTHER STATES?
Absolutely! While many of my clients are located in the Greater Boston area, I work primarily virtually anyways.
I utilize the latest in financial planning technology and video conferencing for hosting ongoing client meetings.
Meeting virtually is a great way to make the most of our time together.
How are you different than other financial advisors
There are three really important things about that separates me from other advisors:
1. I specialize in working with professionals ages 25 – 40 who have experienced a windfall via equity compensation.
2. I limit the number of new clients I take on so that I can focus on delivering massive value and a personalized experience to the clients I’ve committed working with.
3. I incorporate the latest in financial planning and wealth management technology.
Why should i consider hiring modern wealth builders?
Great question! But first, let me explain why you shouldn’t hire me.
If you’re looking for an advisor who will try to “beat the market” and pick “the best” stocks, you’re in the wrong place. Why? Because I focus on the things that are in our control. Predicting where the stock market is headed, especially in the short term, is not something we can control.
However, if you’re interested in things like investing strategically to solidify your path to financial independence, lowering your tax bill, and maintaining a spending plan, you’re in the right place.
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