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Wealth management that’s more

Connect with your financial advisor

Built for employees from top companies

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Founded because we think advisors can be more

more Comprehensive.

Everything your financial life needs, in one place, for one price. Comprehensive financial and retirement planning, investment management, tax strategy, debt solutions, and more. Included, not upsold.

Financial planning dashboard showing success probability, asset allocation, and key takeaways.
Financial planning dashboard showing success probability, asset allocation, and key takeaways.
Screenshot of an estate plan overview showing assets valued at $150,000, plan strength as exceptional, and a list of documents with their review statuses.
Screenshot of an estate plan overview showing assets valued at $150,000, plan strength as exceptional, and a list of documents with their review statuses.
Screenshot of a financial analysis report showing sector exposure, index summary with active share, included and excluded securities, and a color-coded bar chart indicating sector restrictions.
Screenshot of a financial analysis report showing sector exposure, index summary with active share, included and excluded securities, and a color-coded bar chart indicating sector restrictions.
See what comprehensive includes

more Accessible.

The experience of a family office—without the barriers. No account minimums—start where you are. Reach your advisor easily, and access modern tools to track your accounts and progress in one place.

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Pie chart displaying a financial portfolio with sections for equity, fixed income, cash within funds, cash held directly, and other, along with corresponding monetary values.
A digital onboarding screen welcoming back Rhea, showing 45% completion of a profile setup with an option to open an account, displayed with a profile picture of a smiling woman and a progress bar.
A digital onboarding screen welcoming back Rhea, showing 45% completion of a profile setup with an option to open an account, displayed with a profile picture of a smiling woman and a progress bar.
Screenshot of a text conversation on a smartphone with a financial advisor, discussing retirement plan performance and tax-efficient investing.
What it's like working with us

more Affordable.

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The 1% model is dead. Transparent pricing at a meaningful discount. No hidden fees or add-ons, you get the full suite with just a simple AUM fee. Because technology should let your Advisor do more.

Pricing

Research shows client returns can improve as much as 3% more per year when working with an independent advisor.

Comparison of projected investment growth over 30 years with and without financial advisor, showing higher returns with advisor.
What could you be missing?
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A family of four walking on a mountain trail with tall evergreen trees and mountain peaks in the background. The two children are holding hands with an adult, and all are dressed in outdoor hiking gear.
A smiling man with glasses holds a young child on his shoulder, while another young boy is pressed close to him, outdoors with trees and a white fence in the background.
A smiling man with glasses holds a young child on his shoulder, while another young boy is pressed close to him, outdoors with trees and a white fence in the background.

About us

You have a lot of choices when it comes to an advisor. Why us?

Fiduciary advisors

Your advisor will always be your first and last contact. Never a salesperson, never a customer service rep. Because we’re an independent fiduciary, we have no incentive to sell you; we do best when you do best.

Modern tech backgrounds

Our advisor background is in corporate finance and fintech, and we prioritize a modern, digital experience for all our clients from Day 1. As an independent advisor, we aren’t stuck with legacy tech; we curate each element of the offering to be best in class.

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Personal, but flexible

We believe in a single-point-of-contact advisor (and a human one), but also operate throughout the US remotely. You don’t need to visit an office to get things done.

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A man with gray hair sitting on a bench, holding a book or pamphlet, with a serene lake and mountains in the background, under a canopy of trees.
A man with dark hair, glasses, and a green button-up shirt is sitting at a table with a woman, listening attentively. He is holding a pen and has a notebook open in front of him. There is a laptop on the table and a window with a view of trees outside. The background features shelves with books and plants.
A man with dark hair, glasses, and a green button-up shirt is sitting at a table with a woman, listening attentively. He is holding a pen and has a notebook open in front of him. There is a laptop on the table and a window with a view of trees outside. The background features shelves with books and plants.
Connect with us

FAQs

  • An RIA is a fiduciary firm that provides personalized financial advice and investment management. Our firm and advisors maintain registrations with state Securities divisions, and as fiduciaries, we are legally obligated to put your interests first.

  • We focus on individuals and families, particularly corporate professionals in their early to mid career. Our clients tend to value a tech forward experience, but want a human advisor that they can trust.

  • The reality is that anyone who wants to prioritize growing wealth and a focus on their finances is ready to work with us. Our clients do often have equity compensation, alternative investments, and tax-sensitive planning needs, but we also work with individuals whose sole focus is a personalized investment portfolio that will grow with them over the next 30 years. It is never too early to start.

  • We are a fee-only advisory firm. That means we don’t earn commissions on products, and only get paid via a % of the investments that we actively manage for you. Our fees are transparent and aligned with the value we deliver, so our incentives are always on your side. We target a discount to the traditional RIA market because we believe technology should allow advisors to return more value to their clients.

  • We typically consolidate accounts that are appropriate for us to manage at our preferred custodian, Altruist. We do this digitally via an “ACAT transfer,” and will not actually sell your shares in the process unless that is right for your plan. This will avoid any surprise taxes.

  • No. This is one of the many things that sets us apart. While we manage investments for clients, we also provide comprehensive financial planning regardless of portfolio size. Our goal is to meet you where you are, and it is a firm belief that technology can and should allow anyone to have an advisor.

Contact Us

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