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Top Financial Advisors for Executive Compensation

Executive Compensation Planning services that optimize complex pay packages and benefits. Our directory features advisors who analyze equity compensation, develop exercise strategies, and coordinate benefits with overall financial planning.
Firm Foundation Family Wealth | 401(k) & IRA Management, Alternative Investments, Business and Succession Planning
Anywhere

Firm Foundation Family Wealth

We are dedicated to building and growing the wealth of high-net-worth families which empowers them to create unforgettable experiences, make a meaningful impact, and leave a lasting legacy.
As your wealth grows, so do the complexities, risks, and unique opportunities that come with it. A one-size-fits-all approach won’t cut it. Do you have a strategy to seize the opportunities and mitigate the risks?

We create a customized Firm Foundation Wealth Strategy™ for each client to have their own unique wealth management and financial plan.

As an independent firm, we've partnered with Fidelity to safeguard our clients' assets along with some of the world's largest financial institutions to access solutions for our clients.

Our team provides high-quality financial advice backed by experience gained at some of the industry's largest firms.

Our Managing Director, a CERTIFIED FINANCIAL PLANNER™, previously served as a Vice President at a leading global bank on Wall Street, where he worked within the Sports and Entertainment Solutions group.

Our clients include entrepreneurs, athletes, specialty physicians, and executives who trust us to help them build and protect their wealth.

If our approach aligns with your vision, let’s connect and explore the possibility of working together.

Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
0 Client Reviews
Requirements
Thomas-Kopelman | 401(k) & IRA Management, Business and Succession Planning, Cash Flow Planning
Anywhere

Thomas-Kopelman

AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
0 Client Reviews
Requirements
Moment Private Wealth | 401(k) & IRA Management, 401K Rollovers, Alternative Investments
Anywhere

Moment Private Wealth

Moment Private Wealth is an SEC registered investment advisor specializing in helping professional athletes and high growth entrepreneurs. Said another way, we work with people who bet on themselves.
0 Client Reviews
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Andrew-Van Alstyne | 401(k) & IRA Management, Asset Allocation, Business and Succession Planning
Anywhere

Andrew-Van Alstyne

I’m Andrew Van Alstyne, a wealth advisor dedicated to helping entrepreneurs, small business owners, and high-net-worth families make smart, strategic financial decisions. Whether you're navigating a financial windfall, scaling a business, or planning for generational wealth, I provide tailored guidance that aligns with your goals. My focus is on empowering you to invest in yourself, your community, and the experiences that matter most—while ensuring your financial future is secure. Unlike traditional advisors, I take a proactive, concierge-style approach to wealth management, so you can make confident decisions and focus on what you do best.
0 Client Reviews
Requirements
Ad Astra Financial Planning | Alternative Investments, 401K Rollovers, Asset Allocation
Anywhere

Ad Astra Financial Planning

Ad Astra Financial Planning specializes in helping tech professionals make work optional and take career breaks through harnessing equity compensation and tax-efficient financial planning.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.
0 Client Reviews
Requirements
Hightower Wealth Advisors | St. Louis | Alternative Investments, Business and Succession Planning, Cash Flow Planning
Anywhere

Hightower Wealth Advisors | St. Louis

Hightower Wealth Advisors | St. Louis is an intentional wealth management practice powered by intentional people. With an equal commitment to greatness and kindness, we focus on successful individuals, families, entrepreneurs, and business owners who want to make a lasting impact.
Our ensemble approach helps to ensure the right mix of advice and service, with a culture of collaboration and purpose that fuels success rather than competition.
We help streamline complexity, save money, and grow wealth, but ultimately, our structure and approach allow us to uncover what is truly important to our clients. Where their financial life reflects a meaningful life.
0 Client Reviews
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