Financial Planning and Management logos & brands

revirescowealth.com

A virtual family office for biotech and technology executives navigating complex equity compensation — coordinating across seven key financial domains, with integrated specialists working together in real time. We help clients keep more of the potential wealth locked up in the equity they've spent years building, redirect more energy toward the people and priorities that matter most, and make career and life decisions from financial clarity rather than fear. Most advisors treat equity compensation as a portfolio problem, with sporadic advice focused on diversification. They are incentivized to bring over assets under management, not to act your best interests. We treat equity compensation as a life design engine that doesn't get "solved" once. It runs continuously over the course of your career, creating new decisions, tax inflection points, and career crossroads at every stage. We serve biotech and technology executives in mid-career through late-career accumulation phases. They typically have $2M+ in net worth (excluding home equity) and concentrated equity positions. We help when they're are facing major career or life decisions where equity is a determining factor. They realize equity compensation is complicated, and admit they’re too busy with life, family and work to optimize it all. The gap between what they're earning and what they're keeping is feeling uncomfortable. Here are some complex decisions we can clarify: - Tax strategy and exercise timing (ISOs, NSOs, RSUs) - Strategic diversification to help maximize growth potential - Major life and financial decisions (new home, more kids, early retirement) - Career mobility decisions (stay for vest or move for better opportunity) - Liquidity events (IPO, acquisition, secondary sale) Your equity is more than a portfolio optimization puzzle. It's the financial mechanism that determines when you can buy a house, change jobs, start a family, or retire early.

rewealthplanning.com

Build your future.Rethink Wealth Management. Build your future.Rethink Wealth Management. REWealth Financial Planning is a virtual fiduciary, fee-only wealth management firm that delivers actionable retirement planning and investment solutions for current and aspiring real estate investors.REWealth Financial Planning is a virtual fiduciary, fee-only wealth management firm that delivers actionable retirement planning and investment solutions for…

rfcapgroup.com

RF Capital Group Inc. is a wealth-management focused company. Operating under the Richardson Wealth brand, the company is one of Canada’s largest independent wealth management firms.

rfgwealthadvisory.com

Secure your financial future with expert financial planning, investment management, estate planning, and retirement planning in Argyle and Denton County.

rickgoldring.com

Certified Executive Consultant with Ascendant Financial, Rick offers insight, strategy, and compassion to those ready to take control of their financial future.

ridgecfo.com

Ridge CFOprovides virtual fractional CFO services for growing small businesses. Improve cash flow, profitability, and financial clarity — without a full-time CFO.

riverridgewealth.com

At River Ridge Wealth Management, we understand the unique financial challenges individuals face. Let's take the mystery out of finding your ideal tomorrow. Contact us today for personalized financial solutions tailored to your needs and goals.

rivershorewealth.com

Retirement Planning Services in Chilliwack & Abbotsford by Joel Van Gaalen, CFP. Cultivating trust and financial success since 2007.

roddycaraballo.com

Retiro, Anualidades, 401K, IRA'S Sirviendo en Puerto Rico, Florida, Texas, Arizona www.roddycaraballo.com

rpmfinancialgroup.com

Fee-based financial planning for federal employees, government contractors, and cybersecurity pros in Maryland, Virginia, and DC. Book a free 20-minute call.

saferwealth.com

Achieve financial freedom with wealth protection, tax-efficient investment strategies, retirement planning, and home buying alternatives in Canada.

saswealth.com

StoneX Wealth Management offers tailored advisory services for private individuals, high-net-worth clients, and cross-border wealth management needs.

savvyadvisors.com

Wealth management platform for independent financial advisors. Full operations, compliance, tech & marketing support. $8B+ assets. Join 150+ advisors.

scenicfinancial.com

Virtual financial planning firm dedicated to helping Washington state employees understand thier retirement benefits so that they can retire earlier, avoid getting killed in taxes and spend more time doing what they love. Catch us on Youtube: https://www.youtube.com/channel/UCwRjhbGtx-GXdsbXC_QTKjA

seagatewealth.com

Securities offered through LPL Financial, Member FINRA/SIPC. https://t.co/17C89y5LIt https://t.co/ByaEosHXVh

segtaxadvisors.com

Formerly Worley-Erhart Graves. We are a woman-owned firm delivering sophisticated financial planning, investment management and tax preparation services.

selectivewm.com

Selective provides comprehensive wealth management through a team of professionals to cover financial planning, investment management, estate planning, tax strategies, lifestyle protection, and charitable giving. Discover your wealth's full potential.

sendero.com

A Trusted Independent Financial Advisory Firm, helping you navigate wealth beyond investments. We help our clients achieve their goals through holistic solutions that consider what truly matters to them, in their professional and personal lives, today and in the future. We stand for intellectual honesty, independent thinking, and personal connections.

senfinancial.com

Certified Estate Planner, Estate & Retirement Advisor, Owner & Founder of Senior Financial Security, Inc.

sequoiaep.com

Your legacy is more than just the things you leave behind. Get a custom estate plan to ensure your assets and future legacy are secure. Free consultation Andrew Nef Your estate planning guide Andrew Nef Founder Andrew Nef is a member of the California State Bar, Sacramento County Bar Association, Placer County Bar Association, and…

settle-in-germany.com

The English resource for expats or newcomers in Germany to handle finance and communications in Germany: Find a bank account, get a SIM card, discover insurance, and more...

sfgroupinc.com

Explore how we design financial plans that help coordinate and optimize your financial life.

shepherdsofcapital.com

The weight of capital matters. Who holds it matters too.

shpfinancial.com

SHP Financial is a financial planning & wealth management company in Plymouth near Boston, MA. We specialize in assisting clients in or nearing retirement.

shpne.com

SHP Financial is a financial planning & wealth management company in Plymouth near Boston, MA. We specialize in assisting clients in or nearing retirement.

simplicityops.com

Does your RIA feel stuck? Trying to scale and grow but you don't have the right operations in place? Let Simplicity Ops take the load off of you. We design and implement operational systems to scale your RIA and help your firm run like clock work.

simplifyestate.com

Simplify your estate planning journey. Our expert estate planning attorneys are here to help. With our simplified approach, we make estate planning a stress-free experience. Whether you need assistance with living trusts, wills, healthcare power of attorney, financial power of attorney, or learn about asset protection, our team has the expertise to guide you. Secure a brighter future at Simplify.

sjinvestonline.com

Simplifying your financial Journey AMFI Registered Mutual Fund Distributor | ARN- 33752| Validity: 14 December 2028

smartpathfinancial.com

SmartPath partners with financial institutions and employers nationwide to offer their clients and employees best-in-class financial education.

smithwealthag.com

Smith Wealth Advisor Group in Tampa Bay & St. Pete, Florida provides personalized, financial planning that help you achieve your goals and plan for retirement.

soleraam.com

At Solera, we specialize in helping Families, Career Professionals, Business Owners, Retirees, and High Net Worth Individuals plan their ideal retirement.

sonderadvisors.com

Sonder Advisors offers tailored wealth planning, investment insights & tax-smart strategies. Take control—schedule your first consultation now.

southcoastfinancialgroup.com

We can provide wealth management solutions to clients around the Dartmouth, MA area. Consider calling 508-965-6626 to learn more now.

southwestmichiganfinancial.com

A fiduciary offering retirement planning services in the Southwest Michigan area. We offer intensive, hands-on classes online as live webinars as well as at different colleges and universities located throughout the Southwest Michigan metro area.

spencerfinancial.com

A multi-generational financial services firm specializing in retirement services, investment management, estate planning, & insurance solutions.

spencerfp.com

Spencer Financial Planning is a fee-only, fiduciary financial advisory firm serving clients primarily in California & Spokane, Washington. We exist to empower people through financial health, specializing in helping Capital Group associates and retirees.

spreadsheetshub.com

Take control of your finances with our spreadsheet templates. Perfectly compatible with Excel and Google Sheets, they simplify budgeting and supercharge your productivity.

srsstrategies.com

Secure your financial future with expert retirement planning. Discover strategies for a stress-free retirement. Contact Secure Retirement Strategies today!

ssfplanning.com

Need a financial advisor? There's one right here in Covington LA. Simon and Simon Financial has been helping clients for decades.

stellarixgroup.com

The Stellarix Group, a MassMutual firm, offers financial planning with vast capabilities, deep expertise, and a future-focused approach—guiding the way to what’s possible.

sterlingprattgroup.com

Sterling Pratt Group specializes in building generational wealth, asset protection, & maximizing tax deferral for our clients through an established spendthrift, complex, discretionary, non-grantor, & irrevocable trust document. We provide support with the financial management of your trust.

stonebridgeiwm.com

We navigate individuals, couples, and families to and through retirement, with simplicity and confidence, ensuring a strategy that is as unique as their circumstances.

stonepathwealth.com

Cray Coppins, CFP®, helps Chicago-area executives, business owners and retirees coordinate retirement, taxes and estate planning.

strandlifefinancial.com

Strand Life Wealth Management Your Strategic Advisor for Your Financial Future  SPEAK WITH OUR TEAM TODAY We understand that every person possesses distinctive financial aspirations and situations. Therefore, our team of seasoned financial

summitpw.com

Founder of Summit Private Wealth / Portfolio Manager at Mandeville Private Client Inc. @mandevilleinc

sunrisewealthadvisors.com

Detail-oriented, client-centric, and authenticity are a few qualities that describe our financial team. Our systems were built organically to support you during all stages of life. We invite you to join us for a cup of coffee and discuss your portfolio options.

sunstonect.com

Each conversation we have with current or prospective clients is an opportunity for us to demonstrate our commitment to...

swmif.com

A fiduciary offering retirement planning services in the Southwest Michigan area. We offer intensive, hands-on classes online as live webinars as well as at different colleges and universities located throughout the Southwest Michigan metro area.

syversonstrege.com

Achieve financial freedom with help from our expert fee-only financial planners. Discuss your future with a Syverson Strege financial advisor today!

tallybeacon.com

TallyBeacon brings your checking, savings, cards and loans into one register, then looks ahead: upcoming bills and paychecks, your lowest balance, and the safest day to pay your card.