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Browse the AdvisorFinder marketplace to find a financial advisor who understands stock options and RSUs. Filter based on your unique needs.
Find a Financial Advisor
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Working with Brett was great. He has a lot of knowledge and passion to help his clients. He put my mind at ease and gave me great advice. After leaving my old advisor, AdFi made the process of finding a new one easier and more transparent. Brett has helped me and my family plan for our financial future.
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As a doctor, I have a complicated tax situation, but Steve was there to help me each step of the way. The guidance I received from him and his team was by far the best I’ve gotten. I am so thankful that AdFi was able to make this complicated situation of finding an accountant much easier! If you are having trouble finding an accountant, you’ve come to the right place and Steve is there to help.
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Micayla and her team took the time to meet with my family and me to discuss financial goals and our current financial situation. I left the meeting feeling great! Her expertise of the markets and alternative investments really impressed me. We were able to develop a portfolio that I feel confident in!
Working with Brett was great. He has a lot of knowledge and passion to help his clients. He put my mind at ease and gave me great advice. After leaving my old advisor, AdFi made the process of finding a new one easier and more transparent. Brett has helped me and my family plan for our financial future.
As a doctor, I have a complicated tax situation, but Steve was there to help me each step of the way. The guidance I received from him and his team was by far the best I’ve gotten. Finding Steve was a breeze thanks to AdFi. If you are having trouble finding an accountant, you’ve come to the right place and Steve is there to help.
Micayla and her team took the time to meet with my family and me to discuss financial goals and our current financial situation. I left the meeting feeling great! Her expertise of the markets and alternative investments really impressed me. We were able to develop a portfolio that I feel confident in, and portfolios for my kids to learn from.
AdvisorFinder helps people in tech find financial advisors who specialize in working with them. If you’re a founder of a startup, a software engineer, product manager, or have stock compensation, AdvisorFinder can help you!
With AdvisorFinder, you can easily and quickly browse and compare financial advisors who understand your unique needs, like what to do with your RSUs or minimizing taxes if you work remotely.
By finding and choosing a financial advisor who truly understand what it’s like to work in tech, you’ll be able to receive more relevant and actionable advice.
Spending an enormous amount of time, money, and energy trying to attract new clients online, but have nothing to show for it? Unfortunately, most financial professionals are stuck using antiquated platforms and struggle building a strong online presence.
AdvisorFinder helps financial professionals save time and money by enabling them to connect with prospects with ease - all online. Start strengthening your online presence today and begin growing your business the modern way.
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Search for financial professionals based on what you need and want. Whether it’s a local financial advisor or a virtual financial planner, we have you covered.
From details on what services are provided, and the pricing model, you can independently research a professional before choosing to work with them. Book an intro call all within the app.
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After reviewing and connecting with a few professionals, pick the one that you liked the most. AdvisorFinder gives you confidence, resources, and tools needed to make an informed decision about who you trust with your money.
And now it’s not - AdvisorFinder makes it easy to discover and connect with a financial advisor.
