Press Releases

Employees With Stock Compensation Have A New Directory Of Qualified Tax, Legal, And Financial Advisors

Brookline, MA, September 15, 2009 – has developed a flexible, dynamic online directory that connects stock grant holders with the financial, tax, or legal advisors they need. AdvisorFind from ( was launched during the late summer of 2009 to a warm reception by participants and by the advisors who have entered profiles in the directory. As the leading online resource on stock compensation, provides a unique meeting point between these professional experts and the people with stock compensation who visit the website every day and need their specialized guidance. Searching the directory is free and does not require registration at the website.

A One-Stop Shop For Busy Employees And Executives

Finding a good advisor can be hard, especially for employees and executives who are extremely busy and don't know where to start looking. AdvisorFind is for them. People with stock options, restricted stock, restricted stock units, performance shares, and other types of grants can quickly and easily search this online directory to identify and contact an expert who can provide specialized professional guidance on equity compensation.

Individuals may search for advisors by geographical area, type of advisor, years of experience, minimum portfolio size, and other key criteria. The website also provides resources for performing background checks on advisors.

For Advisors, A Source Of Highly Qualified Client Leads And Professional Referrals

Conversely, AdvisorFind is an innovative resource for advisors who are seeking both clients with stock compensation and referrals from other professionals. Through dynamic, flexible advisor listings, AdvisorFind connects the stock plan participants who visit every day with the financial, tax, and legal advisors who have the expertise they need.

The directory also offers a helpful channel for professionals who need to refer existing clients to other professionals in specific areas of advice. Thus advisors listing in AdvisorFind are seen not only by potential clients but by other advisors who may send clients their way. Many different types of advisors participate in this specialized directory, including lawyers, CPAs, accountants, financial planners, wealth managers, and compensation consultants.

In their profiles, advisors can present their credentials and experience, explain their approach, link to their own websites, and even upload a headshot. Three profile levels cater to differing budgets: Basic, Enhanced, and Elite. Once they have signed up, advisors can flexibly craft their profiles to:

  • communicate expertise to the potential clients who visit every day
  • attract highly qualified leads
  • target client pitch by portfolio size, location, and specialty
  • identify themselves to referring professionals

In a special deal for advisors, new and current Premium or Pro Members of can have a profile at the Basic level of listing for free until their next membership renewal or expiration.

Unique Forum Perfectly Matches Clients With Advisors

"With our large following among companies, financial professionals, and people who have stock grants, is uniquely positioned to offer a specialized forum where the huge population of stock plan participants can find advisors to help them make the most of their grants," observes Bruce Brumberg, the editor-in-chief of

"For the many employees and executives who visit every day, AdvisorFind is the ideal place to find related professional guidance," adds Matt Simon, the site's content editor and manager. "So for financial, tax, and legal advisors who specialize in equity compensation, listing on AdvisorFind seem an easy decision. Signup is simple, and the leads among the users of, both in the US and elsewhere in the world, are naturally self-selecting and highly qualified. Equity comp advisors will want to be seen here."


With exclusive articles, 700+ FAQs, the Tax Center, Global Tax Guide, an extensive glossary, and interactive tools, is the premier online resource of educational content and tools on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. is written and managed by leading experts in equity compensation, and is produced by a company with a long history of successful publications explaining complex legal and financial subjects in plain English.

The influential consumer magazine PC World ranks among "the most useful sites ever" that "deliver top-notch information, support, and services." The accounting journal CPA Wealth Provider selected among companies "that have taken the lead through innovation, efficiency, initiative, or growth in the financial-planning area." The Specialized Information Publishers' Foundation honored MSO Pro with one of its Editorial Excellence Awards in the category of Best Interactive Content among niche publishers. has also received extensive favorable coverage in major publications, including BusinessWeek, The Wall Street Journal, The New York Times, the San Francisco Chronicle, and The Boston Globe, and on CNN, National Public Radio, PBS,, and

For more information, please contact Bruce Brumberg and Matt Simon at or 617-734-1979.

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