|Financial Advisors & Wealth Managers
STAY CURRENT ON THE RULES AND STRATEGIES FOR YOUR CLIENTS
|"A whole host of useful articles, FAQs, and tools."
Sue Stevens, Morningstar.com
myStockOptions.com is an independent resource on the entire range of topics in equity compensation. Developed by industry experts, our site offers unbiased professional excellence without conflicts of interest. Our always up-to-date content gives you strategies, insights, and solutions to help you serve your clients. Our recordkeeper and calculators, whether used for simple or complex financial planning, are fast, reliable, and easy to master.
With a Premium or Pro Membership:
Your firm can license a customized version of myStockOptions.com or buy bulk subscriptions to Premium or Pro Memberships for advisors. You can also individually subscribe by becoming a Premium or Pro Member. For information on our offerings, please contact us at sales@myStockOptions.com or 617-734-1979.
Many of our clients are at major securities companies and independent advisory firms. Below is a selected list (for a complete list, see Who Subscribes?).
|"A boutique firm, we use your site to analyze and anticipate our clients' stock options. Love your website."
Jared Roskelley, CFP, Jackson Financial Advisors
Major Securities/Brokerage Firms
Charles Schwab & Co.
UBS Financial Services
Independent Financial Advisory/Wealth Management Firms
New England Divorce Solutions
Trinity Financial Advisors
Summit Financial Strategies
CapTrust Financial Advisors
Thomas & Assoc. Financial Advisors
Lydian Wealth Management