50+ advisors and counting — meet our 8 newest advisors, including a $120M+ team

Modern wealth management forbusy working professionals

Buying a house

Getting married

Starting a family

Investing wisely

Managing cash flow

Paying for childcare

Helping aging parents

Saving for retirement

Buying a house

Getting married

Starting a family

Investing wisely

Managing cash flow

Paying for childcare

Helping aging parents

Saving for retirement

You’re a modern-day multitasker, juggling deadlines and meetings.

The last thing you want to worry about is managing your personal finances.

You know it’s important to plan for your financial future, but finding the right guidance and resources is hard to manage with your busy schedule.

From the Manual

We’ve written a number of articles about how to navigate your personal finances as a busy professional.

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Retirement Deep Dive

Planning for retirement often feels pointless. You’re young and your startup is taking off — why should you worry about retirement now?

Managing your finances as a married couple

Couples often find managing finances together to be a challenge. There is no one way to go about doing this, and we cannot promise that there is an easy path...

Buying a House

Every month you pay thousands of dollars to your landlord in order to live in your home. Ever wonder if you should be putting that money towards a mortgage instead...

We’ve written a number of articles about how to navigate your personal finances as a busy working professional.

We can help you with your personal finances

We combine the best of financial planning, investment management, and tax strategy.

Steve Dean

Chief Investment Officer

30+ years experience

Kristin Carter

Head of Tax Advisory

18+ years experience

Jonny Jonson

Senior VP & Wealth Advisor

12+ years experience

Tim Hamilton

Managing Director & Senior Wealth Advisor

15+ years experience

Brad Porter

Director of Growth, Senior Wealth Advisor

10+ years experience

Long Tran

Principal Wealth Advisor

14+ years experience

Kristen Smith

SVP, Wealth Advisor

10+ years experience

Scott Ward

SVP, Wealth Advisor

24+ years experience

Nicholas Garcia

Principal Wealth Advisor

13+ years experience

We focus on your finances you focus on your career, family, and what matters to you

We help you

diversify your investments

We’ll help you build an endowment-quality portfolio containing public investments and private opportunities across real estate, venture capital, and fixed credit.

Compound portfolios include tax-loss harvesting and are automatically rebalanced when the market changes.

Compound has an in-house investment management team, trading team, and equity research team.

We help you

manage your taxes

We’ll help you understand the tax implications of major decisions:

What if I sell my equity at $price?
What if I move from New York to Texas?
What if I rent out my New York property?

We can also file your tax returns.

Compound has an in-house tax team, providing filing and consulting services.

We help you

borrow more efficiently

We’ll source a range of financing options—across portfolio lines of credit, startup-equity-backed loans, mortgages, and more—to help you borrow money to most effectively achieve your goals.

Compound has relationships with a large network of lenders. We aim to find the best options for our clients.

We help you

retire with confidence

If you’re like many of our clients who are currently in or approaching retirement, you likely have many questions about your finances:

Do I have enough assets to maintain my lifestyle?
Which accounts should I use for cash flow?
How can I protect my assets for future generations?

Compound has multiple estate planning partners who integrate within the Compound platform.

We can help you

plan your estate

We can help you design and implement your estate plan. We’ll guide you through the pros and cons of revocable and irrevocable trusts (GRATs, SLATs, etc.) to help you create the right plan for your family.

Compound has multiple estate planning partners who integrate within the Compound platform.

Ask us anything

We can help you prepare for an IPO, plan for a family, or set up a donor-advised fund. And if you ever have an ad-hoc request (“Transfer $amount to Founders Fund for my Q1 capital call”), just email the concierge, and we’ll take care of it.

Our service team worked in the largest banks, RIAs and multi-family offices. Whatever you may need, we can help.

Wealth management for busy professionals