High earners who aren’t yet wealthy—often called HENRYs—face unique challenges. You're making strong income, but building wealth takes more than just a paycheck. You need a financial advisor who specializes in:
Student loan and debt payoff strategies while investing

Tax planning to reduce income and capital gains tax

Optimizing retirement savings (401(k), Roth IRA, HSA, etc.)

Preventing lifestyle creep and increasing savings rate

Equity comp planning for RSUs, bonuses, and stock options

Strategic goal setting for home buying, business building, or early retirement

These vetted, fee-only fiduciaries understand what it takes to turn a high income into long-term wealth.

Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!