1) An expert in equity compensation

Would you see a dermatologist for advice on your heart condition? Specialists – in both medicine and finance – have deep expertise in unique arenas, helping to improve outcomes while preventing sub-optimal decisions. My expertise is in helping Millennials navigate their equity comp.

2) Holistic tax forecasting included

Wealth advisors at large firms will manage your assets – but typically shy away from any tax projections. I help to provide visibility into your tax situation to avoid unanticipated surprises.

3) No % charge for “assets under management”

Most advisors charge a percentage of “assets under management” (AUM) based on the size of your portfolio. Typically, that percentage is anywhere from 0.7% to 1.5% in addition to an annual fee. Instead, I charge one flat rate. No surprises and no conflicts of interest.

4) Foundational estate document preparation included*

Your flat, annual fee includes access to online platforms to aide you in the initial creation of foundational estate planning documents (such as wills; revocable trusts). *See ADV for details; for qualifying clients only.

5) A completely independent fiduciary

I have no affiliation with – nor receive compensation from – any banks, brokerages, insurance companies, or other third-parties that may exert pressure or otherwise try to influence my recommendations. I am legally obligated to put your interests before those of my own.

6) You always get me

With big advisory firms, you may be one of 200 clients assigned to a particular advisor. And that advisor might not always be on the other end of the line. Presidio Advisors is small and intimate by design. You always get me. And we pick up right where we left off.