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Financial, Stock Option & Tax Intelligent Planning for Tech Pros

Tech family smiling and hugging around a laptop.

What if you could finally get your finances figured out?

Free up more time for the people and things you love? 

No more guesswork. 

We’ve got you covered.

Woman technology professional at desk smiling at laptop. Text: You work hard for your money. You should enjoy it.

Our credentialed team of financial representatives focuses on helping tech professionals like you arrive well-positioned for the big moments in life.

We do that by bringing all aspects of your financial life together: full stack.  

Putting our clients’ best interests at the center of everything we do + our holistic approach is what we do best.

 

Our Expertise

Bringing fiduciary-level advice, we'll help you reverse-engineer a financial future (and present) that reflects your values. 

We’re well-versed in stock-based compensation, as well as the opportunities and complexities of dynamic wealth formation in tech:

An asian male software engineer smiles, enjoying financial freedom. A woman software engineer works at her desk.
  • Stock-based compensation 
    • ESPP (employee stock-purchase plans)
    • RSUs (restricted stock units)
    • Restricted stock
    • NSOs (non-qualified stock options)
    • ISOs (incentive stock options) 
  • Navigating liquidity events: IPOs or acquisitions
  • Early retirement strategies
  • Tax-efficient passive income 
  • Salary and compensation discussions
  • Reducing taxable income
  • Maximizing employee benefits 

Silicon Valley to Silicon Prairie—and Beyond

We are a team of fiduciary financial planners serving tech pros based in St. Paul, Minnesota.

Based in St. Paul, Minnesota, our remote practice serves technology professionals across the nation.

We specialize in working with technology career-changers and those from multi-cultural backgrounds. 

 

More Financial Planning Services We Offer

Tax-Efficient Strategies

Investment Planning & Strategies

Retirement Planning & Income Strategies

Disability Planning

Business Planning & Succession

Multigenerational Planning

Estate Planning

Charitable Planning

Client Testimonial

Micah has been a great guide and accountability partner for our family as we plan out our long-term financial goals. He is personable and truly cares about us and our financial security. He has been a great help identifying areas of risk in planning for the future and has given us different options to help cover those risks. We look forward to working with Micah for years to come.

Stephen, Client
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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