A complete list of active advisors currently associated with Stock Plan Advisory Group LLC

Warmer can help you find a great advisor at Stock Plan Advisory Group LLC or one who fits your needs even better.

Stock Plan Advisory Group LLC provides discretionary asset management, ongoing financial planning, and consulting primarily for individual clients. The firm also offers specialty services for corporate executives and other clients with employer equity compensation, including detailed reviews of stock options, restricted stock, RSUs, and employee stock purchase plans. Investment recommendations are tailored to each client’s stated goals, time horizon, and risk tolerance using fundamental and technical analysis and scenario tools such as Monte Carlo simulations. Portfolios are monitored and rebalanced periodically, with ongoing adjustments that explicitly account for vesting schedules, expiration dates, and tax-sensitive distribution strategies for retirement accounts. Compared with many peers, the firm combines a narrow client base and hands-on equity-compensation focus with public educational outreach: it holds seminars and workshops that are educational in nature and free to attend. The firm also emphasizes coordination with other professionals (CPAs, attorneys) and provides detailed employer stock-plan summaries and qualified-plan distribution analyses uncommon among similarly sized independent advisers.

To learn more about the advisors currently working at Stock Plan Advisory Group 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.

Name	Location	Years of experience
John Brittingham	Alexandria, VA	16

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