Featuring advisors with financial planning, tax, and legal expertise, AdvisorFind from myStockOptions.com is a new service that helps you identify and contact an equity compensation expert who can give you specialized guidance on how best to handle your unique situation.
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| Featured Advisors | |||
| Name | Services | Minimums | Description |
|---|---|---|---|
| Joe Forish, CFA, CFP® | Financial Planning Equity Comp. Planning |
None | I am a fee-only financial advisor. I specialize in helping executives … |
| Steve McCarthy | Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Education Funding Equity Comp. Planning StockOpter Analysis |
At least $500,000 | We are an independent, fee-only investment advisory firm that has been … |
| Beata Dragovics, MSFP®, CFP®, CEP® | Portfolio Management Retirement Planning Estate Planning Financial Planning Employment Negotiations Education Funding Equity Comp. Planning StockOpter Analysis |
At least $1,000,000 | FTF specializes in helping clients with equity compensation strategies to … |
| Jeffery Acheson | Portfolio Management Retirement Planning Estate Planning Financial Planning Equity Comp. Planning |
At least $500,000 | We are a multidisciplinary business model focused on a fiduciary-based … |
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