Stock Plan Advisory Group LLC

Stock Plan Advisory Group LLC is a trusted financial advisory firm specializing in corporate stock plans and equity compensation. With over 13 years of experience, the firm has provided outstanding service and advice to individuals and families, helping them navigate major life events and achieve their financial goals. As a Registered Investment Adviser and CERTIFIED FINANCIAL PLANNER™, the firm offers personalized support, listening to clients' needs and understanding their goals. The firm's independence allows it to prioritize clients' interests, providing customized guidance and unbiased advice. Clients appreciate the firm's expertise in navigating complex financial situations, including RSU awards and retirement planning. With a focus on delivering exceptional service, the firm has built long-term relationships with its clients, empowering them to make smart financial decisions and achieve financial resilience.