0 result

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.

Heart icon

Provide for your family

Home icon

Buy a home

Business buiding icon

Start a business

Donate icon

Donate to charity

Retirement icon

Retire comfortably

Education icon

Fund your child’s education

Travel icon

Travel

Protect icon

Protect your assets

Handshake icon

Angel investing

Vacation home icon

Buy a vacation home

Work break icon

Take a break from working

Heart icon

Provide for your family

Home icon

Buy a home

Business buiding icon

Start a business

Donate icon

Donate to charity

Retirement icon

Retire comfortably

Education icon

Fund your child’s education

Travel icon

Travel

Protect icon

Protect your assets

Handshake icon

Angel investing

Vacation home icon

Buy a vacation home

Work break icon

Take a break from working

Heart icon

Provide for your family

Home icon

Buy a home

Business buiding icon

Start a business

Donate icon

Donate to charity

Retirement icon

Retire comfortably

Education icon

Fund your child’s education

Travel icon

Travel

Protect icon

Protect your assets

Handshake icon

Angel investing

Vacation home icon

Buy a vacation home

Work break icon

Take a break from working

Heart icon

Provide for your family

Home icon

Buy a home

Business buiding icon

Start a business

Donate icon

Donate to charity

Retirement icon

Retire comfortably

Education icon

Fund your child’s education

Travel icon

Travel

Protect icon

Protect your assets

Handshake icon

Angel investing

Vacation home icon

Buy a vacation home

Work break icon

Take a break from working

Heart icon

Provide for your family

Home icon

Buy a home

Business buiding icon

Start a business

Donate icon

Donate to charity

Retirement icon

Retire comfortably

Education icon

Fund your child’s education

Travel icon

Travel

Protect icon

Protect your assets

Handshake icon

Angel investing

Vacation home icon

Buy a vacation home

Work break icon

Take a break from working

Heart icon

Provide for your family

Home icon

Buy a home

Business buiding icon

Start a business

Donate icon

Donate to charity

Retirement icon

Retire comfortably

Education icon

Fund your child’s education

Travel icon

Travel

Protect icon

Protect your assets

Handshake icon

Angel investing

Vacation home icon

Buy a vacation home

Work break icon

Take a break from working

Heart icon

Provide for your family

Home icon

Buy a home

Business buiding icon

Start a business

Donate icon

Donate to charity

Retirement icon

Retire comfortably

Education icon

Fund your child’s education

Travel icon

Travel

Protect icon

Protect your assets

Handshake icon

Angel investing

Vacation home icon

Buy a vacation home

Work break icon

Take a break from working

Heart icon

Provide for your family

Home icon

Buy a home

Business buiding icon

Start a business

Donate icon

Donate to charity

Retirement icon

Retire comfortably

Education icon

Fund your child’s education

Travel icon

Travel

Protect icon

Protect your assets

Handshake icon

Angel investing

Vacation home icon

Buy a vacation home

Work break icon

Take a break from working

Work with us

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.

Starting at
1,250per quarter*

See our fee structure

Schedule a free intro call
Our approach

Our investment approach explained

10:16
Personalized Advice

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

investment management

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

What our clients say

I’ve had a lot of questions -- for example, I wondered at what point does the share price have to be in order to maximize the value - and the Secfi team walked me through the scenarios, which helped me feel good about my decision.
John, early employee at high-growth startup, San Francisco
What stood out to me about Secfi was their focus on private equity, not just any general stock. And that was really important to me at the time.
Alex, Applied Intuition
I realized I’ve been sorely needing your advisory services. So excited to work with you.
Senior Engineer
Gusto
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
Finally, somebody who gets it for the small percentage of us who have pre-IPO equity.
Austin, Sales Director, Cybersecurity Unicorn
The first time I exercised stock options, I got burned. The tax calculations can be so incredibly complicated. You've got to have a plan.
Michael, Engineer, High-growth startup
I’ve had a lot of questions -- for example, I wondered at what point does the share price have to be in order to maximize the value - and the Secfi team walked me through the scenarios, which helped me feel good about my decision.
John, early employee at high-growth startup, San Francisco
What stood out to me about Secfi was their focus on private equity, not just any general stock. And that was really important to me at the time.
Alex, Applied Intuition
I realized I’ve been sorely needing your advisory services. So excited to work with you.
Senior Engineer
Gusto
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
Finally, somebody who gets it for the small percentage of us who have pre-IPO equity.
Austin, Sales Director, Cybersecurity Unicorn
The first time I exercised stock options, I got burned. The tax calculations can be so incredibly complicated. You've got to have a plan.
Michael, Engineer, High-growth startup
I’ve had a lot of questions -- for example, I wondered at what point does the share price have to be in order to maximize the value - and the Secfi team walked me through the scenarios, which helped me feel good about my decision.
John, early employee at high-growth startup, San Francisco
What stood out to me about Secfi was their focus on private equity, not just any general stock. And that was really important to me at the time.
Alex, Applied Intuition
I realized I’ve been sorely needing your advisory services. So excited to work with you.
Senior Engineer
Gusto
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
Finally, somebody who gets it for the small percentage of us who have pre-IPO equity.
Austin, Sales Director, Cybersecurity Unicorn
The first time I exercised stock options, I got burned. The tax calculations can be so incredibly complicated. You've got to have a plan.
Michael, Engineer, High-growth startup
I’ve had a lot of questions -- for example, I wondered at what point does the share price have to be in order to maximize the value - and the Secfi team walked me through the scenarios, which helped me feel good about my decision.
John, early employee at high-growth startup, San Francisco
What stood out to me about Secfi was their focus on private equity, not just any general stock. And that was really important to me at the time.
Alex, Applied Intuition
I realized I’ve been sorely needing your advisory services. So excited to work with you.
Senior Engineer
Gusto
There is a DEEP hunger for this kind of service. Thank you so much for what you provide.
Randy, Senior Solutions Architect at DBT Labs
Finally, somebody who gets it for the small percentage of us who have pre-IPO equity.
Austin, Sales Director, Cybersecurity Unicorn
The first time I exercised stock options, I got burned. The tax calculations can be so incredibly complicated. You've got to have a plan.
Michael, Engineer, High-growth startup

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.

Our Client Promise

We act in your best interest

It starts with a conversation

If most of your financial assets are tied up in your company stock, you are not alone. That's true for many of our clients.

No question is too big or small.