For clients that are looking for financial planning and investment help, we’ve curated the following list of advisors that we work with closely.
Jane Financial, LLC
Jane Yoo
https://janefinancial.com
Designations:
CFP, MBA
Ideal Client: Bay Area superstar women in tech with an annual income
$500K+ and net worth
> $1M. They’re too busy to manage their finances on their own, and are
seeking a long-term relationship
with a trusted financial planner.Summary
I primarily serve women in tech who need help with their RSUs and stock options. This includes guiding
them
through exit events like IPOs and tender offers. I run detailed tax projections myself so that
I can walk
clients through detailed scenarios. Beyond the technical expertise, I serve as my
clients’ advocate and
thinking partner.
Flow Financial Planning, LLC
Meg Bartelt
https://flowfp.com
Designations: CFP, BS or MS in
a related field
Ideal Client: Woman in early to mid career in the tech industry,
esp. in pre-IPO companySummary
Flow works with you on all aspects of your financial life—from employee benefits to 401(k) investments
to
sabbaticals to job offers to IPOs—and guides YOU to make decisions that best align your money
with what you
truly value. We believe one of our most important roles is as your Thinking Partner.
Especially when it
comes to equity compensation planning, we have found that getting clear on what
kind of life you want to
build can bring clarity to an otherwise uncertain, stressful, and
unpredictable decision.Cultivating Wealth
Sara Stanich
https://www.cultivatingwealth.com/
Designations: CFP, MBA, CDFA, CEPA
Ideal Client: Our
clients often relate to one of the following descriptions:
1. Financial Crossroads
– Facing a major life change (divorce, stock event, job change,
move, inheritance) and need a
supportive team on your side to make informed decisions.
2. Tired of Traditional –
Want a real financial plan and relationship with a trusted
advisor, not just investments or
insurance. Your “old” advisor doesn’t get it, and you are ready to upgrade.
3. Creative
&Entrepreneurial – Focused on growing your business and finance is not your
thing.
A partner to help with your sometimes-neglected personal finances would be amazing.Summary
Our team is passionate about supporting our clients on their path to their best life. We find that
clients
may have a complex financial life and substantial investments, but still lack an
understanding of how
financial goals relate to their real life. While many financial advisors focus
on investments, we believe
your portfolio is only one part of the picture. We will analyze your
personal financial situation; help you
set realistic financial goals and develop plans to help you
achieve them. Financial planning allows you to
make informed decisions which help enable financial
success, protect your family and ultimately cultivate
wealth over time. How do you define your best
life? Let’s build a plan to get there.Jade & Cowry
Hui-chin Chen
https://jadeandcowrywealth.com/
Designations:
CFP
Ideal Client: Professionals who have moved around internationally for work,
especially
those with equity comp vesting in multiple countries; Business owners or self-employed
individuals that are
globally mobile; Families with multiple citizenships and cultural backgrounds.Summary
Jade & Cowry is an independent fiduciary financial advisory firm dedicated to helping globally
mobile
professionals and multinational / multicultural families navigate the complexities of
cross-border living so
that you can live a meaningful life, free from financial stress, regardless
of where life’s journeys take
you.Stone Steps Financial
Scott Frank
https://www.stonestepsfinancial.com
Designations:
CFA, CFP, RLP
Ideal Client: Employees and executives at tech and bio tech
companies who want to align
their money with life.Summary
We are passionate about helping align your money with your life, freeing up your time to enjoy what
matters
most. We know that no two people are the same and therefore, no two financial life plans
should be either.
We take the time to show you where you currently are, help you gain clarity about
where you want to go, and
lay out the next steps to help you get there as quickly as
possible.
Stone Steps provides comprehensive financial life planning and investment management
designed to help you
plan better and live better.
Planning topics include but are not limited
to: Stock Compensation, Tax Planning, Cash Flow, Insurance,
Estate Planning, Investments, College
Planning.Aligning Wealth
Jenna VanLeeuwen
https://aligningwealth.com
Designations:
CFP, CEPA
Ideal Client: Influencer, creator, agency owner or online entrepreneurSummary
I help online business owners, entrepreneurs and digital creators create a life they love. Aligning
Wealth
is the financial advisor chosen by influencers, course and content creators, e-commerce and
digital product
entrepreneurs, and digital marketers. We’re their go-to financial partner, helping
them optimize their
finances, increase their impact, and provide the support they need to build
their ideal lives. For many of
my clients, this means avoiding paying unnecessary tax, thoughtfully
managing investments, building
sophisticated retirement strategies, and navigating liquidity or
exit events.. Above all, I help
entrepreneurs optimize their success to create long-lasting wealth
in line with their values and vision.Beyond Your Hammock
Eric Roberge
https://beyondyourhammock.com/
Designations:
CFP
Ideal Client: 40-something professional couples with ~$500,000 of household
income earned
through a combination of salary, bonuses and equity compensation. Our clients usually
have young children
(1-2 under age 5) and live in metropolitan, coastal cities. They work within
service (not product)-related
businesses such as law, tech, healthcare, etc. They are mindful
delegators; they want to be involved and
informed, but ultimately, want a trusted partner to lay
out a roadmap that they can follow without having to
make too many decisions on their own.Summary
Beyond Your Hammock helps motivated professionals in their 30s and 40s by providing fee-only
fiduciary
advice, equity compensation management strategies, investment management, and financial
planning in Boston,
MA. While we’re based in Massachusetts, we also meet and work with clients
virtually across the United
States. Our purpose at BYH is to support our clients in making optimal
financial decisions with their cash
flow and investment portfolios. Seeing the people we serve
enjoy greater confidence, success and peace of
mind keeps us inspired to continue carrying out our
mission: helping you use money as a tool to experience
more of what’s important to you both now and
well into the future.Archer Investment Management
Richard Archer
https://archerim.com/
Designations: CFA, CFP,
MBA, CRPS®, NSSA, CDAA
Ideal Client: High-achieving professionalsSummary
We pride ourselves on our personalized and thoughtful approach. Here’s how we stand out:
– Our focus
is on quality, not quantity. We take your financial success seriously and work hard to
provide
guidance that is personal and meaningful to you. To do this, we are thoughtful about the
number of clients
we choose to work with. Our focus is on quality, not quantity.
– A 100%
custom financial plan; no plug-and-play suggestions. Our passion for the art of financial
planning
means your plan is built from scratch and tailored to you. Then, we use your plan to help
you make important
decisions in your life from home ownership to investments and more.
– We
improve your life, not just your finances. Our approach goes beyond just managing and protecting
your
wealth. Once we nail down the numbers and you’re in good financial shape, we help you use your
money to make
your life better. That might include budgeting for a dream trip, hiring a house
manager to reduce your
stress, or helping you transition to a less demanding career. Our clients
are often surprised by what’s
possible when we encourage them to dream and spend guilt-free on what
matters most; without sacrificing
their long-term goals.
– Our team is strong in the nuts and
bolts of financial planning. You can also expect that we’ll know your
name and your dreams, not
just your numbers. That’s the magic of the Archer approach.Clark Asset Management
Bradley Clark
https://bradleyclark.com
Designations: CFP,
MBA, RICP, AB Economics
Ideal Client: Nearing retirement or already retired with
$2-8 million net worth, looking for a sense of relaxed confidence in their retirement income plan.Summary
We offer an ongoing bundle of financial advice and investment management. Our team aims to alleviate your
financial uncertainty through objective, goals-based planning. In working with us, you’ll find that our
approach is both collaborative and rigorous. We design strategic, data-driven solutions—entirely
personalized to you. By specializing in retirement income planning, you’re in the hands of a team that
understands how to create financial stability that endures for the rest of your life.We work with you to:
– Manage a low-cost portfolio
– Maximize your Social Security benefits over your lifetime
– Reduce your tax liability throughout retirement
– Build a secure (commission-free) income
– Protect your retirement income
The financial advisors listed on this page are independent professionals and are not employees, representatives, or agents of McCarthy Tax. The inclusion of any advisor on this list does not constitute an endorsement or recommendation by McCarthy Tax. We encourage clients to carefully evaluate and conduct their own due diligence before engaging with any advisor. McCarthy Tax does not guarantee the quality of services provided and is not responsible or liable for any actions, advice, or outcomes resulting from your engagement with any listed advisor.