PLC Wealth Partners is a fee-only firm for high-earning professionals and business owners navigating equity comp, tax strategy, and retirement, without a generation of playbook behind them.
No product sales. No AUM minimums to start a conversation. Fiduciary, always.
PLC works with people navigating equity comp, complex taxes, and the question of what all this money is actually for, often as the first in their family to earn this kind of income, building a plan around the whole picture, not just the balance sheet.
Certified Financial Planner
Chartered Financial Consultant
Six disciplines, one coordinated plan: retirement, investment, tax, insurance, estate, and stock compensation planning.
Modeling toward the number that lets you stop optimizing for income and start optimizing for time.
Learn More → 02A portfolio built around your actual goals and risk tolerance, not a generic model.
Learn More → 03Proactive, year-round strategy, not just a return filed every April.
Learn More → 04The right coverage to protect your income and family, without over-buying.
Learn More → 05Wills, trusts, and beneficiaries coordinated so your plan holds up no matter what.
Learn More → 06RSUs, ISOs, NQSOs, and concentration risk: a core specialty, not an afterthought.
Learn More →My equity comp keeps vesting and I have no real plan for it beyond letting it sit. What should I actually be doing?
I'm maxing out my 401(k) and it still doesn't feel like enough. Am I actually on track?
We give regularly, but it's never been part of an actual strategy. How do we make it one?
I make good money but I couldn't tell you where it all goes. How do I build a plan without a spreadsheet obsession?
My company stock is a huge share of my net worth. How much risk am I actually carrying?
I'm the first in my family to make this kind of money. There's no blueprint and a lot of pressure to help others. How do I plan for my future without losing sight of that?
Most advisors are compensated to gather assets. We're paid to give advice, and the incentives point in a different direction from the start.
Most planning conversations stop at "maximize the number." PLC starts there and keeps going, toward what the number is actually supposed to buy: time, security, generosity, and margin for the things that matter most.
Read Prince's Full Story →Each year, PLC directs a share of firm profits to organizations doing meaningful work in our community. If generosity matters to you, we'll help you build it into your plan deliberately, not as whatever's left over in December.
of firm profits committed annually to charitable organizations and community giving, as a standing line item, not a rounding error.
A straightforward path from your first plan to ongoing partnership, with no surprises and no hidden asset-based fees baked into your investments.
A single upfront fee to build your complete financial plan: retirement, stock comp, tax, and giving strategy, all in one place.
Once the plan is live, you choose: a flat retainer for continued planning, or AUM management if you'd like PLC to manage investments directly.
Every fee is agreed to in writing before work begins. No commissions, no product sales, no surprises at renewal.
Awards & Recognition
