Financial advisor to Silicon Valley engineers & executives navigating equity compensation and liquidity events.
Over 28 years advising clients with $5M–$20M+ on concentrated stock, liquidity decisions, tax strategy, and long-term investment planning.
Clarity for complex wealth—and the life it is meant to support.
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28+ years advising Technology Professionals in Silicon Valley, Palo Alto, and beyond.
You have built significant wealth. Now the decisions shape your life.
For engineers and technology executives with $5-20M+, financial decisions become more complex and more consequential.
We work with you as a thinking partner—to bring clarity, structure wealth intentionally, and ensure your financial life supports the life you actually want to live.
We coordinate with your CPA, attorney, and other advisors when decisions cross disciplines, so the pieces work together.
As circumstances change and consequential decisions arise, you continue to have experienced judgment and guidance alongside you.
- Make confident decisions across equity compensation, concentrated stock, and long-term financial planning - with tax consequences considered throughout.
"I have worked with Meredith since 2019. Highly recommend her. She is both numbers-smart and people-smart, meaning she really listens to you and tailors strategy based on your goals. She is a great communicator, with a special talent for distilling financial situations into clear, concise terms." Melissa R.*
Current client. No compensation provided.
*This testimonial was provided by a current client of the Firm. The client was not compensated for this testimonial. This testimonial may not be representative of the experience of other clients and is not a guarantee of future performance or success. There are no known material conflicts of interest associated with this testimonial.