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 |
|---|---|---|---|
| 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 … |
| Lincoln Fleming | Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Education Funding Equity Comp. Planning |
None | As a fiduciary, Lincoln helps clients with sophisticated tax planning, … |
| Sara Stanich, MBA, CFP®, CDFA®, CEPA® | Portfolio Management Retirement Planning Taxes Financial Planning Divorce Education Funding Equity Comp. Planning StockOpter Analysis |
At least $500,000 | Our team of fee-only planners (in CA, NY and OR) has been helping clients … |
| Sarah Delahanty, CFP®, MBA | Portfolio Management Retirement Planning Estate Planning Financial Planning Employment Negotiations Divorce Education Funding Equity Comp. Planning StockOpter Analysis |
At least $250,000 | Since 1968, SYM Financial Advisors, a private, employee-owned, independent … |
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