At Nerd Nation, we take pride in being your financial thought partner, here to help you clarify what matters most, then delegate your plan to a team of trusted experts.
We believe that:
- Planning is about achieving goals, not chasing returns or trying to beat the market.
- You are best served by a dynamic, multi-disciplined, fiduciary team that provides advice based solely on your best interest.
- Planning is a collaborative process, not an isolated event.
- Complex planning may require complex strategies, but your plan should feel actionable and forward-thinking, giving you ease and confidence that you’ll end up where you want to go.
Who We Work With
Tech Professionals
We have a deep expertise in tech companies at every business stage, from early-stage startups to publicly-traded companies. Our team can help you:
- Navigate sudden wealth from IPOs and acquisitions
- Optimize employer benefits and compensation
- Develop a comprehensive strategy for stock options, RSUs, ESPP, 401(k) and investment accounts
Retirees
Looking forward to financial independence after your career? Our team will help you build a tailored gameplan to:
- Identify when you can confidently “take the plunge”
- Create lifelong income while protecting your assets
- Guide tax incentives and retirement distribution
- Leave a legacy for loved ones or causes that matter most to you