A complete list of active advisors currently associated with Compound Wealth, Advisory and Tax LLC

Warmer can help you find a great advisor at Compound Wealth, Advisory and Tax LLC or one who fits your needs even better.

Compound Wealth, Advisory and Tax LLC provides wealth management, portfolio management, financial planning, and retirement plan services to high‑net‑worth individuals, trusts, estates, and businesses. Like most supported firms, it charges asset‑based fees and manages individual portfolios on both discretionary and non‑discretionary bases. Investment advice is tailored to each client’s objectives, time horizon and risk tolerance, using fundamental and technical analysis, periodic monitoring and the option to engage third‑party managers. The firm also operates a Compound Incubator program for founders, operators, and high‑income professionals with equity compensation that emphasizes equity‑compensation guidance, investment education, semi‑annual check‑ins, and access to a network of third‑party service providers. Distinctively, Compound Wealth is affiliated with an accounting and tax practice (Yaeger Advisory Services and Tax LLC) and may refer clients to that affiliate for tax and accounting work, a relationship the brochure notes can create a potential conflict of interest though clients are not required to use the affiliate. The firm’s recently added Family Office services—which include coordinated tax planning, personal 1040 preparation, cash‑flow and bill‑payment coordination, and multi‑entity reporting for clients with significant assets—represent offerings that are less common among firms of its size.

To learn more about the advisors currently working at Compound Wealth, Advisory and Tax LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.