Wealth management when it matters most
Financial planning and investment management designed for startup professionals and those with equity compensation.
Take charge of your financial future
We’re all about helping you plan, save, and invest the right way, so you can do you what matters most to you.
Financial peace of mind
Ongoing financial planning
We build a plan with you based on your priorities, strategizing to lower your taxes and achieve your goals efficiently. We evaluate how decisions like moving, having children, or changing jobs can affect your plan so we can set you on the best path forward.
Personalized advice
We go beyond asset allocation and savings strategies. We’re here to help answer any question you may have. Whether it’s setting up a charitable giving strategy, advising on insurance coverage or getting an estate plan in order, we’ve got you covered.
Investment management
Our approach is based on the latest research and considers your unique situation as a startup employee with equity. It aims to reduce the risk of exposure from startup equity and seeks to outperform index fund investing over the long run.
1,250per quarter*
A plan that includes your equity
Personalized to you
Ongoing equity planning recommendations
Tax-loss harvesting strategies to minimize taxes
Building a complementary portfolio that takes the right risks for you
Asset protection, insurance and estate planning
Advanced legacy planning and strategies
QSBS planning, including trust stacking
Charitable giving strategies
Ad-hoc advice when, and as often as, you need it
A modern approach to investing backed by time-tested strategies
It’s complementary to your equity
Most of our clients own a stake in the company they work for or founded. We build portfolios to complement the risk you take as a shareholder in your company.
It’s adjustable
Your portfolio adapts to your changing situation. For example, after a liquidity event, your portfolio may evolve to suit your new circumstances, goals, and risk capacity.
It’s transparent and educational
We do what we say we will do. We educate you on the rationale behind the strategy, the expected outcomes, and the range of possible outcomes. There's a well considered economic reason for every choice we make.
It’s built on financial evidence, research, and theory
Our approach was developed by John Morrison, CFA, based on academic research and practical experience at Dimensional Fund Advisors, Goldman Sachs, Bain, and more. Our goal is to outperform index funds over the long-run by managing your risk factors, compounding returns, and rebalancing as needed.
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.
We act in your best interest
We got our start to help educate startup employees on what to do with their equity, after our founders struggled with their own equity decisions, resulting in expensive mistakes. We’ve since experienced first-hand how our community has been underserved by wealth advisors who lack expertise in equity compensation, and often don’t relate to startup or tech employee’s goals and attitudes towards money. But you deserve better and we’re determined to deliver.
Our only goal is to help you make financial decisions that set you up for success. We don’t have a hidden agenda or hidden fees. We’re transparent, honest, and give you the facts. We practice the same values inside Secfi, and have a zero-tolerance policy for a**holes.
Our financial advisors do not sell financing products, insurance, or investment funds and do not accept commissions, or kickbacks of any kind. We believe these often opaque fee arrangements introduce conflicts of interest when we are working together to reach the same goal: your financial well-being. While Secfi does offer exercise financing, it may or may not be the right strategy for Secfi Wealth clients. Our advisors will guide you through different exercise approaches with an objective view of all potential options. If you decide that you want to explore Secfi Financing, you will be introduced to an Equity Strategist.
Our business entities have been set up to safeguard our client relationships and mitigate or prevent conflicts of interest. As a fiduciary advisor, we are required to act in the best interest of our clients, always. All our financial advisors carry the appropriate designations and adhere to the most stringent regulatory standards.
Related resources
Check out Secfi Learn to understand more about employee stock options and financial planning.
