Presidio Advisors is Different

If you had a heart condition, would you rather see a general practitioner or a cardiologist? Specialists – in both medicine and finance – help you avoid costly mistakes and make better decisions in complex situations. I focus on helping Millennials navigate equity compensation and tax strategy so you can build a clear, actionable plan aligned with your career and life goals.

Many large firms shy away from specific tax advice. I lean into it. As an Enrolled Agent (EA), the highest credential awarded by the IRS, I can provide tax advice and represent you in front of the IRS, similar to a CPA. With equity compensation, tax planning goes hand-in-hand and is a critical part of our work together.

Most advisors charge a percentage of “assets under management” (AUM), often around 1% per year or more. Meaning, what you pay them — and the service that you’re likely to receive from them — is directly tied to how much you invest with them. I charge one transparent flat fee instead. This reduces conflicts of interest and encourages advice for life goals, rather than for asset accumulation.

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. As a fiduciary, I am legally obligated to put your interests before those of my own.

At 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 work directly with me, and our conversations pick up right where we left off so you don’t have to re-explain your story each time.