Financial Planning
For Your Future,
For Your Experiences,
For Your Life.
Financial Planning for Professionals in Tech as Fee-Only Financial Advisors. Regardless of your current situation, you have the power to control your money and your future.
Financial Planning
We help develop a dynamic plan to encompass your current and future financial and life goals.
Our planning process is designed to provide confidence, peace of mind, and action to ultimately fulfill your financial and life goals.
Education
To instill confidence, inspire action, and achieve goals, we must educate you along your journey.
The financial planning process is dynamic, and an ensuring you understand WHY we recommend what we do is important to build trust and transparency.
Investment Management
We begin by discussing risk, aligning your portfolio with your goals, and utilizing a rules-based approach.
We take the everyday decision-making and stresses of being an investor out of your hands while keeping you informed and educated.
Powered by innovative planning software to see all your accounts in one place
Fee-Only Financial Planning and Investment Management
Virtual Financial Planning for Millennials across the country. Based in Seattle, WA.
Why Millennial Wealth?
Fiduciary Advice
Millennial Wealth is a fee-only financial planning firm. We’ve signed a fiduciary oath to act in the best interest of our clients and do not sell financial products.
Attention to Detail
We’ve built a proven process tailored to our clients. We have several specialty designations and certifications that allow us to provide better advice. And we cap the amount of clients we’re working with at any given time.
Transparency
We make your dynamic financial plan and investments available to you via mobile or web applications at any time. Fees are outlined clearly and you’ll always know what you pay prior to committing to work with us.
Recent Articles
Financial Education for All
Difference Between Tax Credits and Tax Deductions
Have you ever wondered the difference between tax credits and tax deductions? Or how tax deductions and tax credits can save a significant amount each year in taxes? This article will explore tax
Guide to College Savings Options
If you want to begin saving for your children’s college but are unsure where to start, this article will analyze different saving avenues and help you determine which one will be most effective
What to do with my Restricted Stock Units (RSUs)
Restricted stock units, or RSUs, are a form of equity compensation often awarded to executives or employees in the technology industry. They’re used as an additional form of compensation in addition to a
Difference Between Tax Credits and Tax Deductions
Have you ever wondered the difference between tax credits and tax deductions? Or how tax deductions and tax credits can save a significant amount each year in taxes? This article will explore tax
Guide to College Savings Options
If you want to begin saving for your children’s college but are unsure where to start, this article will analyze different saving avenues and help you determine which one will be most effective
What to do with my Restricted Stock Units (RSUs)
Restricted stock units, or RSUs, are a form of equity compensation often awarded to executives or employees in the technology industry. They’re used as an additional form of compensation in addition to a
Personal finance and investing insights
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