Presidio Advisors is Different

1) An expert in equity compensation

If you had a heart condition, would you rather see a general practitioner or a cardiologist? Specialists – in both medicine and finance – have deep expertise in unique arenas, helping to improve outcomes while preventing sub-optimal decisions. My expertise is in helping Millennials with tax strategy and equity compensation.

2) Tax strategy and optimization included

The big firms shy away from any tax advice. I lean into it. As an Enrolled Agent (EA), the highest credential awarded by the IRS, I am able to provide tax advice and represent taxpayers in front of the IRS, just like a CPA. With equity compensation, tax planning goes hand-in-hand and is a critical part of our work together.

3) Flat fee. No % charge for “assets under management”

Most advisors charge a percentage of “assets under management” (AUM) based on the size of your portfolio. Typically, that percentage is anywhere from 0.7% to 1.5% in addition to an annual fee. Instead, I charge one flat fee, which reduces conflicts of interest and encourages advice for life goals, rather than asset accumulation.

4) A completely independent fiduciary

I have no affiliation with – nor receive commissions from – any banks, brokerages, insurance companies, or other third parties that may exert pressure or otherwise try to influence my recommendations. I am legally obligated to put your interests before those of my own.

5) You always get me

With big advisory firms, you may be one of 250+ clients assigned to a particular advisor. And that advisor might not always be on the other end of the line. Presidio Advisors is small and intimate by design. You always get me. And we pick up right where we left off.