Financial Advisors & Wealth Managers


Webinar: Stock Compensation Bootcamp for Financial Advisors

Our latest webinar, Stock Compensation Bootcamp For Financial Advisors, is available to stream on demand. Learn what you need to know about stock options, restricted stock, RSUs, and ESPPs to best serve clients, build wealth, and prevent costly mistakes. Whether you are new to stock comp or want to sharpen your knowledge, this webinar provides practical information and insights to maximize your success.

See the webinar page for details and an agenda of topics covered.

"A host of useful articles, FAQs, and tools."
Sue Stevens, Stevens Wealth Management and Morningstar columnist is an independent resource on the entire range of topics in equity compensation. Developed by industry experts, our website offers unbiased professional excellence, financial-planning tools, and 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:

  • Simplify and speed your research and presentation for clients.

  • 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 with the value and key dates of clients' options, restricted stock, RSUs, and SARs. MSO Pro has special features for handling and communicating with multiple clients.

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

"Thank you for maintaining such an organized, informative, and helpful site. I find it a valuable refresher for dealing with my individual clients and small startups."
Sarada Majumder, CPA

Your firm can license a customized version of 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 or 617-734-1979.

Many of our Premium and Pro Members are at major securities companies and independent advisory firms. A partial list is below. (See also the complete list of companies where employees are or have been subscribers.)

Major Securities/Brokerage Firms

Charles Schwab & Co.
Bank of America Merrill Lynch
Morgan Stanley
Wells Fargo
Lincoln Financial
"A boutique firm, we use your site to analyze and anticipate our clients' stock options. Love your website."
Jared Roskelley, CFP, Jackson Financial Advisors

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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