We help tech professionals grow and preserve their wealth
Join employees from the best companies
Your financial peace of mind is our priority
A financial plan aligned with your needs and values
We prioritize what matters most, creating a personalized roadmap to keep you and your loved ones on track.
A flexible, iterative approach
We're here to navigate life's twists and turns with you, offering continuous support and adjustment.
A portfolio tailor made for you
Your situation is unique. We build portfolios to complement your career, private stock position, values, and goals.
We can’t wait to get to know you
Your situation is unique. During your intro call, you’ll meet with an advisor who will get to know you and learn about your goals.
We’ll have a 360 degree look at your finances and craft a plan for you.
We tailor an investment strategy that makes sense for you, including your company stock, and seeks to outperform the market.
You're juggling a lot of responsibilities & have limited time to prioritize managing your finances. We proactively help you make smart money decisions & spend more time where it matters most.
From Big Tech employees to startup founders
Testimonials are specific to an individual Client’s experience and may not be representative of all Clients. Unless otherwise indicated, Clients offering a Testimonial do not receive compensation and their statement does not present a conflict of interest.
Solutions for every stage of your life
Transparent pricing with aligned incentives
All inclusive pricing starting at $1,800/quarter.
Fee only advisors.
Fiduciary duty.
Personalized service.
Here's what people are asking
Yes, you will have a dedicated advisor. We believe having a dedicated advisor leads to a stronger advisor / client relationship, which leads to better financial outcomes for you. Upon beginning our engagement, you will have a Lead Financial Advisor who will serve as your primary contact and a dedicated team to support your financial needs.
Yes, we can. Our team of advisors are certified financial planners and have expertise in equity compensation along with other aspects of financial advice and investing.
No, you aren't required to have us manage your investments. Though we do believe an integrated approach to financial planning and investing results in better outcomes.
All documents & personal information would be stored securely within private Dropbox folder, that only individuals who represent Secfi's Wealth Advisory team have access to. Our standard practice is to keep documents stored in a prospective client's folder for 30 days following our Financial Discovery Meeting. After 30 days, if we have not yet heard back from a prospective client about engaging our services, we archive their folder for an additional 60 days. Upon the earlier of 90 days post-Discovery Meeting or receiving communication from the prospective client that they don't intend to move forward, we dispose of all client information / documents. We never share your personal or financial information with any other parties (unless you become clients & give us authorization to share information with a CPA or attorney who serves you).
No, we do not file your tax return in-house. However, we can connect you with a CPA partner we have vetted for their expertise in equity compensation to prepare your return.