Enjoy your life while growing wealth.
Most of my clients work in tech and have a big decision coming: an exercise, a tender offer, an IPO, or a pile of RSUs.
You're killing it on paper. Good income, equity that keeps vesting, the kind of numbers that should feel like plenty. So why doesn't it?
I help people build real wealth without grinding their lives away, so you can enjoy it now.
Free, by video. Clients in 21 states.
The next 24 months at a pre-IPO company
Illustration only. Not a client, not a recommendation.
- Month 1RSUs vest (double trigger)
- Month 4Estimated tax due
- Month 5 to 7Tender offer window
- Month 12ISO exercise decision
- Month 14IPO
- Month 14 to 20Lockup, 180 days
- Month 20Lockup ends: sell or hold?
- Month 22AMT credit planning
What I help with
Exercising options
When and how to exercise stock options, because the order changes the tax bill.
Taxes before decisions
What the tax consequences actually look like before a decision gets made.
Where the money goes
Retirement, a house, the kids, debt. In what amounts, in what order.
Liquidity events
Tender offers and IPOs that could double or triple your liquid net worth.
Concentrated stock
When your company stock becomes your whole portfolio, and how to unwind it without a tax shock.
Family and estate
New estate strategies for the sudden increase in wealth.
How it works
I always start with the end. Then we build a path to it.
Intro call
Thirty minutes on your equity, your goals, and whether I'm the right fit.
Start with the end
What do you want your life to look like in 10 years? What does your family need right now?
Build the path
An exercise and sale plan, the tax picture, and where each dollar goes.
Keep it current
Vest dates, tender windows and tax returns reviewed as they come.
The Equity Compensation Resource Bundle
Three practical guides to help you make smarter decisions around stock options, taxes, and liquidity events.
Articles
Equity compensation, pre-IPO planning and taxes, without the jargon.
“I’m Going to Exercise and Hold My ISOs!”... Are You Sure?
Why “saving on taxes” isn’t automatically the right answer
Incentive Stock Options: The Basics
A plain-English primer on ISOs and the Alternative Minimum Tax
Tender Offers: You Can Sell Your Shares Before Your Company Goes Public
What They Are, How They Work, and What to Think About Before You Act
FAQ
What is EquityEdge Advisors?
EquityEdge Advisors is a financial planning firm focused on helping professionals understand, manage, and make smarter decisions around equity compensation.
Who do you typically work with?
We work with high earning professionals in tech and similar industries who have a significant portion of their wealth tied to equity.
How is this different from a traditional financial advisor?
Most advisors treat equity as a small part of the plan. We build your entire strategy around it, with a deeper focus on tax impact, timing, and risk.
What types of equity compensation do you help with?
We advise on RSUs, stock options including ISOs and NQSOs, ESPPs, and equity from pre IPO or acquisition scenarios.
When should I start working with you?
The earlier the better, especially before major events like vesting, exercising options, or a liquidity event.
Do you work with clients remotely?
Yes. We work with clients across the country and are fully remote capable.
Will you try to beat the S&P 500?
Financial planning has nothing to do with beating the S&P 500. I hear that comparison all the time. It's not what the work is.
What do you need to know to build my plan?
When I'm making financial plans for my clients in tech, the most important things I need to know are:
- What they want most in life
- How much they're earning
- How much $$ they have
- What their equity compensation looks like
The first one is most important of all, though.
Do I have to aim for early retirement?
Some prefer the earliest-possible retirement. Others want to spend more along the way.
Have a decision coming up?
Book a free 30-minute call. Bring your offer letter or your vesting schedule.