Financial Advisors for Equity Compensation in Massachusetts
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Featured Financial Advisors
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Financial Advisors
FrequentlyAsked Questions
What does a financial advisor do for equity compensation?
They help you manage stock options, RSUs, and ESPPs — guiding you on tax strategies, diversification, timing decisions, and how to fit equity into your financial goals.
When should I talk to an advisor about my RSUs or ISOs?
Ideally before your first vesting event or stock sale. Early planning helps you reduce taxes and avoid costly mistakes, especially with ISOs and AMT.
What are the tax risks of stock options and RSUs?
ISOs can trigger AMT, RSUs are taxed at vesting, and ESPPs have complex rules for qualified vs. disqualified sales. An advisor can help you avoid common pitfalls.
Do I need a financial advisor if I’m not selling my stock yet?
Yes — planning in advance gives you more flexibility. You’ll want a strategy for future sales, taxes, and how your equity fits into your overall net worth.
Where can I find a financial advisor for equity compensation?
Look for “fee-only fiduciary” advisors on Sam's List who specialize in tech equity, RSUs, and stock options. You can also use other directories like NAPFA, XY Planning Network, or Fee-Only Network to search.
Should You Hire a Financial Advisor for RSUs, ISOs, or Other Equity Compensation?
If your compensation includes RSUs, ISOs, NSOs, or ESPPs, your financial plan gets more complicated — and more important. Equity comes with unique tax rules, unpredictable value, and major decisions about when to sell, exercise, or hold. A financial advisor who specializes in equity compensation can help you:
Understand Your Stock Grants: From RSUs and ISOs to NSOs and ESPPs, each award type has different tax triggers and planning opportunities.
Avoid Surprise Tax Bills: Manage AMT exposure from ISOs, avoid under-withholding on RSUs, and use strategies like tax-loss harvesting.
Time Exercises and Sales: Decide when to sell or hold based on your goals, risk tolerance, and future vesting schedule.
Diversify from Company Stock: Reduce the risk of holding too much of your company’s equity in a tax-efficient way.
Align Equity with Life Goals: Whether you’re buying a home, investing, or preparing to leave your job, your equity should fit into your larger plan.
Set Up a 10b5-1 Plan (if needed): For executives or insiders, pre-scheduled trading plans can ensure compliance and consistency.
Working with the right advisor can turn your stock into a smart, strategic part of your long-term wealth.
Understand Your Stock Grants: From RSUs and ISOs to NSOs and ESPPs, each award type has different tax triggers and planning opportunities.
Avoid Surprise Tax Bills: Manage AMT exposure from ISOs, avoid under-withholding on RSUs, and use strategies like tax-loss harvesting.
Time Exercises and Sales: Decide when to sell or hold based on your goals, risk tolerance, and future vesting schedule.
Diversify from Company Stock: Reduce the risk of holding too much of your company’s equity in a tax-efficient way.
Align Equity with Life Goals: Whether you’re buying a home, investing, or preparing to leave your job, your equity should fit into your larger plan.
Set Up a 10b5-1 Plan (if needed): For executives or insiders, pre-scheduled trading plans can ensure compliance and consistency.
Working with the right advisor can turn your stock into a smart, strategic part of your long-term wealth.
Not sure who’s right for you as an equity compensation holder? Answer a few quick questions, and we’ll introduce you to someone who fits.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
