(Yes, we’re one of them—but we’ve got good company.)
If you’re in tech, your financial life isn’t exactly “standard.” RSUs. ISOs. ESPPs. QSBS. Maybe a windfall from an IPO or acquisition.
And more acronyms than you ever wanted to learn.
The truth is, most financial advisors just aren’t built for that. If they don’t live and breathe equity comp, they’re probably giving you generic advice… and that’s not good enough when the stakes are high.
So we put together this list of five best financial advisors for tech professionals, founders, and equity-heavy clients. Full disclosure: we’re one of them. This is KB Financial Advisors, and yeah, we’re biased. But we also genuinely respect the others on this list and think you should know about them too.
Here’s a look at who we’d recommend if you’re in the tech world and want real-deal advice from people who understand your situation.
1. KB Financial Advisors
Best for: Tech professionals with stock compensation; RSUs, ISOs, ESPPs, IPOs, or all of the above
Why we’re here: We specialize in helping tech employees, startup founders, and equity-compensated professionals make smart financial decisions. That means everything from modeling the best time to exercise options, to managing taxes in an IPO year, to figuring out how your RSUs fit into your long-term goals.
We built our firm for this exact niche… so you won’t have to explain what an 83(b) election is. We already know. And we’ve seen hundreds of clients go through the same decision points you’re facing now.
What we offer:
- Equity compensation planning (RSUs, ISOs, NSOs, ESPPs, etc.)
- Tax strategy and coordination
- Cash flow, saving, and investment planning
- IPO readiness & windfall planning
Fee model: Fee only. Clear, transparent pricing. No commissions.
Contact: kbfinancialadvisors.com/contact-us/
We’re not a fit for everyone—but if you’re looking for a planning-first approach from people who work exclusively with tech clients, we’d love to talk.
2. Brooklyn FI
Best for: Startup employees and solo founders who want a fresh, modern take on money
What we like: Brooklyn FI has a lot of personality and a younger vibe—they’ve worked with plenty of tech clients and offer a casual, tech-forward experience. If you’re early in your career, or just want something that feels more like a conversation than a seminar, they might feel like a good match.
That said, they work with a broader range of clients beyond just tech, so it’s worth asking how much direct equity comp experience your advisor will bring to the table.
Services include: Equity and tax planning, long-term financial advice, investment management
Fee model: Flat-fee planning, with optional investment services
Website: brooklynfi.com
3. Kindness Financial Planning
Best for: LGBTQ+ professionals in tech who want thoughtful, values-aligned planning
What we like: Kindness FP offers a super welcoming experience and is known for supporting clients who want empathy alongside expertise. Their equity knowledge is solid, and they’ve worked with a number of tech employees and early startup team members.
Their model is great for people who want long-term financial planning but might not need deep tax or IPO-specific guidance just yet.
Services include: Financial planning, equity strategy, values-based money coaching
Fee model: Monthly flat fee, no AUM
Website: kindnessfp.com
4. Mountain Pass Planning
Best for: Tech professionals and families who want a transparent, flat-fee approach to both planning and investment management
Why we like them: Founder Mike Zung, a CFP® and former software engineer, brings firsthand tech experience to the table. He offers one-time planning sessions focused on equity compensation, perfect if you’re trying to figure out your next move with RSUs or options and just want someone to look things over.
Services include: One-time planning projects and hourly work
Fee model: Flat monthly fee (for clients with >$537K in assets); hourly/project work also available
Website: mountainpassplanning.com
5. Flow Financial Planning
Best for: Experienced tech professionals looking to blend equity with long-term life planning
What we like: Flow has worked with a number of tech professionals, especially women and mid-career folks navigating things like career transitions, IPOs, and growing wealth. They focus a lot on the emotional side of money (great if you want a more introspective or life-coaching-style angle in your financial planning).
Services include: Investment management, financial planning, equity and tax strategy
Fee model: AUM (assets under management)
Website: flowfp.com
So, Who Should You Work With?
Everyone on this list understands tech compensation. But your best fit depends on what you need right now:
- Want an experienced, planning-first team that’s built around tech equity? That’s us: KB Financial Advisors.
- Just starting to think about your finances? Brooklyn FI could be a good starting point.
- Looking for planning with a focus on inclusion? Kindness FP might be right up your alley.
- Want once off, hourly help? Mountain Pass is a strong option.
- Don’t mind an AUM fee model? Flow might be the match.
Whatever you do? Work with someone who actually knows equity compensation.
It’s not the kind of thing you want to DIY or outsource to a generalist. Whether it’s us or someone else, you deserve advice that’s tailored to your world.
Want help deciding or have questions about how to make the most of your stock comp?
Reach out to us at KB Financial Advisors, we’re always happy to help.
Until next time!
