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Advisors who fit.

Work and career: Tech employees (RSUs, options)
What's happening for you: First RSU grant
Where: Massachusetts

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Eric Roberge CFP®
Creating optimized financial plans for successful professionals who want to live well now while also growing their assets for the future
Fits: Tech employees (RSUs, options) (a main focus)
Beyond Your Hammock LLC · $115.4M AUM · Boston, MA
Firm charges: % of assets, flat fee
CFP®Verified
View page Check on SEC IAPD ↗
Georgia Bruggeman
Founder & Financial advisor at Meridian Financial Advisors, LLC
Fits: Tech employees (RSUs, options) (picked by them)
Meridian Financial Advisors, LLC · $308.6M AUM · Holliston, MA
Firm charges: % of assets, flat fee, hourly
CFP®Verified
View page Check on SEC IAPD ↗
Joe Barrett
Co-Founder & CIO
Fits: Tech employees (RSUs, options) (picked by them)
Barrett Capital Partners · $45.3M AUM · Weymouth, MA
Firm charges: % of assets, flat fee, hourly
Verified
View page Check on SEC IAPD ↗

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How this works

This isn't a recommendation of any advisor. Advisors are sorted by how many of your answers their Advicer.bio page fits (niches they picked come first, then credentials, then mentions), then where they are and how their firm is paid. Advisors who said they help with what's happening for you right now come first.
No one pays to be on this list, or to rank higher. Introductions are free for you and for advisors.
Check before you hire. Every advisor has a link to their SEC record. Firm details come from SEC filings (Form ADV).
Your answers aren't saved with your name. We count them anonymously to see what people look for. If you ask for introductions, we keep your name and email for 90 days, only to send them. See the privacy policy.