Compound Planning crosses $2 billion of assets under management

Modern wealth management for

  • Founders
  • Business Owners
  • Professionals
  • Retirees
  • Families
Compound Client Headshots

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How we measuremeasure success

We measure our success by the impact we have on our clients’ lives.

Sometimes our impact is quite concrete: we save someone $500k by helping them exercise their stock options in the tax-optimal way, or we increase someone’s investment returns by helping them invest in private opportunities they wouldn’t otherwise have access to.

But sometimes it’s more subtle: like the peace of mind that you can live the lifestyle you want in retirement or that your family is set up for success.