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 |
|---|---|---|---|
| Sarah Delahanty | Portfolio Management Retirement Planning Estate Planning Financial Planning Employment Negotiations Divorce Education Funding Equity Comp. Planning StockOpter Analysis |
At least $500,000 | Since 1968, SYM Financial Advisors, a private, employee-owned, independent … |
| Charles Steege, CFP®, CEP | Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Employment Negotiations Education Funding Equity Comp. Planning StockOpter Analysis |
At least $1,000,000 | Founded 22 years ago, we are a fee-only financial planning team dedicated to … |
| Alan Ungar CFP | Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Education Funding |
At least $1,000,000 | Abacus Wealth Partners is a "fee only" comprehensive financial planning … |
| Bruce Bruce Barton, CFP® CFA® | Portfolio Management Retirement Planning Taxes Financial Planning Divorce Education Funding Equity Comp. Planning StockOpter Analysis |
At least $1,000,000 | Parkworth is a fee-only wealth management firm offering financial planning, … |
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