Evidentia Wealth Advisors

Personal CFO for Equity-Compensated Professionals. Transparent, flat fee financial planning for your peak earning years through retirement. Equity compensation can significantly accelerate wealth accumulation, enabling you to achieve financial milestones faster than with salary alone but there are potential hurdles and areas for mistakes. I founded Evidentia with a singular mission: to solve the problem of inadequate guidance for equity-compensated professionals. While company websites enable employees to exercise and sell their grants, they provide little guidance on when, why, and how to do so tax-efficiently. Many recipients turn to peers for advice, which is often unrealistic, biased, and inaccurate. As a former executive at public and private companies, equity compensation has been a component of my benefits package since 2007. I have first-hand experience with the complexity and nuances of equity-based compensation. At Evidentia, we aim to bring clarity to the decisions faced by equity-compensated professionals, an evidence-based approach to planning, and transparency to what comprehensive financial planning should cost. For more information, please visit www.evidentia.co