Financial Advisors & Wealth Managers

STAY CURRENT ON THE RULES AND STRATEGIES FOR YOUR CLIENTS is an independent resource on the entire range of topics in equity compensation. Developed by industry experts, our website offers unbiased practical information, financial-planning tools, and training courses for continuing professional education without conflicts of interest. Our always up-to-date content gives you strategies, insights, and solutions to help you serve your clients. Our portfolio-tracker, calculators, and modeling tools, whether used for simple or complex financial planning, are fast, reliable, and easy to master.

With a Premium or Pro Membership:

"A host of useful articles, FAQs, and tools."
Sue Stevens, Stevens Wealth Management and Morningstar columnist
  • Simplify and speed your understanding, knowledge, and research in all aspects of equity compensation financial and tax planning.

  • Learn and comply with tax and securities laws, explained clearly with links to actual rules published by the IRS, the US Treasury, and the SEC. We offer engaging content by leading experts, plus self-study courses for CFP continuing education credit.

  • Monitor, track, and model the value and key dates of clients' options, restricted stock, RSUs, and SARs. MSO Pro has special features for advising and communicating with multiple clients, and for giving client presentations.

  • Attract clients and professional referrals with a profile in AdvisorFind from This benefit is free with your first term of Premium or Pro membership.

Your firm can license a customized version of, buy bulk subscriptions to Premium or Pro Memberships for advisors, and/or develop an internal certification program in equity compensation using our Learning Center courses. You can also individually subscribe by becoming a Premium or Pro Member. For information on our offerings, please contact us at or 617-734-1979.

myStockOptions Webinars For Financial Advisors

See the myStockOptions webinar channel to register for our upcoming webinars and purchase our past webinars on demand in streaming format. On-demand webinars include:

Restricted Stock & RSU Financial Planning: Advanced Bootcamp (100 mins). This lively webinar features insights from a panel of three leading financial advisors, including case studies, to provide practical info, guidance, and expertise for restricted stock/RSUs in both public and private companies. 2.0 CE credits for CFP, CPWA, CIMA, and CEP.

"Strong technical knowledge, great personalities kept me engaged, and the ability to relate to client cases gave me actionable advice I needed."

Stock Option Exercise Strategies: Advanced Bootcamp (100 mins). Stock options can offer great leverage, but it must be wielded wisely. It is crucial to have a strategic plan for stock option exercises. This webinar features compelling insights from a panel of three experts in option exercise strategies. 2.0 CE credits for CFP, CPWA, CIMA, and CEP.

Stock Compensation Bootcamp For Financial Advisors (100 mins). Whether you are new to stock comp or want to sharpen your knowledge, our bootcamp webinar provides practical information and insights to maximize success. 2.0 CE credits for CFP, CPWA, CIMA, and CEP.

Strategies For Concentrated Positions In Company Stock (100 mins). Wealth is won and lost through the management of concentrated company stock positions. In this webinar, experts at managing concentrated stock wealth explain the wide range of strategies and solutions available for preventing losses and meeting goals. 2.0 CE credits for CFP, CPWA, CIMA, and CEP.

Many of our Premium and Pro Members are at major securities companies and independent advisory firms. Below is a partial list of current and previous firms with Premium and/or Pro Members. (See also the complete list of companies where employees are or have been subscribers.)

"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.
Bank of America Merrill Lynch
Morgan Stanley
Wells Fargo
Lincoln Financial

Independent Financial Advisory/Wealth Management Firms

Truepoint Capital
Condor Capital
New England Divorce Solutions
Trinity Financial Advisors
Summit Financial Strategies
CapTrust Financial Advisors
Thomas & Assoc. Financial Advisors
Sagemark Consulting
Lydian Wealth Management
LPL Financial
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