No investment minimums.

No commissions or products.

No hidden fees.

Financial Planning Services

Wealth Builder

Designed for tech professionals


Paid in monthly or quarterly installments

FIRE Planning
Tax Planning
Cashflow Planning
Stock Options & RSUs
Investment Management
Individual Tax Preparation

Includes quarterly meetings with
unlimited email support for one year

+ 0.50% AUM (optional)

Wealth Management

Designed for business owners


Paid in monthly or quarterly installments

Business Formation
Business Coaching
S-Corporation Payroll
Solo 401(k) Administration
Small Business Bookkeeping
Individual & Business Tax Preparation

Includes quarterly meetings with
email support for one year

+ 0.50% AUM (optional)

All fees are negotiable based on your financial situation

Hear what others have to say

  •   Brandon was attentive, professional and personable. Contacted us quickly and responded with clear and helpful answers. He completed our return quickly and answered all of our questions. Brandon is very... read more

    thumb Elizabeth S.

      I would recommend, Brandon for all your financial needs. He was professional & easy to work with. I will continue to use him in the future.

    thumb Robben M.

      Brandon was very well versed in all the aspects of my tax return, and was super helpful in identifying mistakes in past returns as well.

    He was a pleasure to... read more

    thumb Sergey Y.
  •   Brandon was recommended by a friend and I'm glad she did. The entire process with Brandon on my tax return was seamless from start to finish. Brandon is knowledgeable and... read more

    thumb Bren L.

      Brandon was professional, reliable and responsive. He answered our questions patiently and went above and beyond by providing some targeted advice to help reduce our business costs. I'm glad to... read more

    thumb Amjith R.

      Bottom line: Hire Brandon if you want a fast, easy, and affordable experience.

    My partner and I have always filed our own taxes. Recently, CA made it a lot more... read more

    thumb Briana D.
  •   Super easy to work with - very patient and answers all your questions so you are comfortable with the process. Highly recommend and looking forward to continue this long term... read more

    thumb Alexander V.

      We have been working with Brandon to manage our financial and taxes.  We are very pleased with the level and quality of help we have been receiving from Brandon.  ... read more

    thumb Sam H.

      Brandon has been handling my personal and business taxes for the last year. I highly recommend him to anyone starting out with a business.

    thumb Anthony E.
  •   So glad to have found Brandon to help me with my taxes since they have become a bit more complicated and I can no longer file them on my own.... read more

    thumb Jessica S.

      Brandon made tax season seemed like a breeze. Worked through all my questions and made the process super easy. Thank you for all your expertise.
    ~Retuta family

    thumb Elsa R.

      Brandon was so great to work with. Efficient, friendly and professional - what more can you ask for? He came highly recommended by my financial planner and I'm so glad... read more

    thumb Jessica D.
  •   I was looking for a new EA after my previous tax preparer had forgotten to file an important document for 4 years straight for my LLC. I found Brandon and... read more

    thumb M A.

      Brandon is your guy for tax preparation!  He saved us thousands of dollars and was prompt, responsive, and professional.  He made the whole process an breeze, despite our somewhat complicated... read more

    thumb Josh J.

      Brandon did an amazing job. He was an excellent communicator, very professional, and personable. He also helped me out in a timely manner, and answered all questions!

    thumb Bella R.
  •   I am very grateful to have found Brandon when I was searching for a fiduciary/fee-only financial planner. Before finding Brandon, my family met with another financial planner who was recommended... read more

    thumb Paloma R.

      I had the pleasure of working with Brandon for my complicated tax situation, and I couldn't be happier with the service he provided. Moving states, multiple 1099s, several W-2s, and... read more

    thumb Steve G.

      Brandon is a great financial advisor. I've worked with him for over a year. He understands RSUs and also can give guidance on broader financial goals such as buying a... read more

    thumb Jenny L.
  •   We have been working with Brandon for the last 2-3 years. We feel very lucky that we found Brandon!

    Not only Brandon knows that these tax jurisdictions exist, but also... read more

    thumb Hailey K.

      Brandon was wonderful to work with! Had my small business return completed in a few days! Fast, friendly, and thorough! I'll be recommending him to my family and friends, as... read more

    thumb Jessie M.

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