A firm built to serve the tech community
MFP is a financial planning firm serving clients remotely across the United States. Due to our specific expertise, 80% of our clients have Stock Options or RSUs. 20% of our clients are retirees.
The driving principles of MFP are:
Personal Finance is more personal than it is financial.
Focus on the things that we can control.
Lead with education and respect.
There are thousands of financial advisors out there, but there are only a handful that do what we do. Our experience with equity compensation and tax truly sets us apart.
And yes, we are fiduciary and fee-only which means we aren't affiliated with a bank or insurance company, and the only way we are paid is directly from our clients. If we don’t end up working together, you’re at least in the right aisle of the store.
Most importantly, we understand that money touches all aspects of your life - relationships, family, education, career, travel, health, retirement, goals, dreams, legacy. We partner with you to help keep you on track and work through all of life's excitement and uncertainty.
FAQ:
Which tech companies do you have experience with? We have worked with employees at dozens of tech companies – from Apple, Google, and Microsoft to newly formed startups. Here is a list.
Where are your clients located? Half of our clients are in California, and the remainder are spread across the United States. We work remotely and utilize Zoom, email and phone to serve our clients wherever they are.
Where will my money be held? We do not hold client funds, nor should any advisor. Our client investment accounts are held at TD Ameritrade and Charles Schwab, a 3rd party and independent custodian. Schwab and TD (they merged) is the largest and most well-known investment custodian and stands out due to their cutting edge technology along with their low fees and high service.
What is your investment philosophy? We try to keep it simple and valuable. We aim to reduce risk by investing across different asset classes and different geographies. We also believe in keeping more of your money in your pocket, which we accomplish by limiting investment expenses and taxes, when possible.
Are you currently taking on new clients? Yes, though we limit how many we on-board each quarter to ensure we meet a certain standard of service.
How do I get started? Learn more about our Free Financial Assessment. The first step in our process is a to book a call to determine if we’re a decent match for your situation.
Who will I be working with? One, or two, of our qualified Financial Planners - depending on fit, comfort, and capacity.