We're excited to announce that we crossed $2 billion of assets under management and 30+ financial advisors. "Managing $2 billion of client assets is a testament to our team’s dedication and the trust our clients place in us," said Christian Haigh, our co-founder and CEO. "Our rapid growth reflects our unwavering commitment to delivering top-notch financial planning and wealth management solutions to our diverse clientele. And it’s why we continue to attract exceptionally talented financial advisors." Learn more about our recent milestones ⤵︎
Compound
Investment Management
Compound manages $2B+ for clients who want the personal touch of a trusted advisor and a beautiful digital experience.
About us
Compound Planning is your family office — a single place to manage your taxes, investments, borrowing and more. We support your goals and help you make better financial decisions so you can focus on what matters most. With over $2 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.
- Website
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http://www.compoundplanning.com
External link for Compound
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Remote
- Type
- Privately Held
- Founded
- 2019
- Specialties
- Investment Management , Wealth Management, Financial Planning, Tax Planning, Tax Preparation, Estate Planning, Risk Management, Equity Compensation, and Borrowing and Debt Management
Locations
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Primary
Remote, US
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San Francisco, CA, US
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New York, New York, US
Employees at Compound
Updates
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How to turn your savings into a steady stream of income that lasts a lifetime. → Create an inventory of all your income sources, including Social Security, pensions, rental income, investment portfolio withdrawals, and any other regular income streams. → Establish a sustainable withdrawal rate, calculated based on your financial situation, expected longevity, market conditions, and inflation projections. → Divide your income into different “buckets” based on when you’ll need the funds. → Stress test your plan against various scenarios, like market downturns, high inflation, or unexpected major expenses.
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Retirement is not just about the money — it's about living your best life A truly satisfying retirement goes beyond financial security It's about using your resources — time, skills, and wealth — in ways that bring purpose and joy Here are some questions to consider as you enter retirement: → What have you always wanted to do, see, or learn? → How can you make a difference in your community or the world? → What legacy do you want to leave for future generations? Learn more here: https://lnkd.in/eddqcbHF
Embracing the Retirement Mindset: How to Spend After a Lifetime of Saving - Compound Manual
manual.compoundplanning.com
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The habits that built your wealth can become obstacles to enjoying it. You’ve saved diligently for years, but now comes the tricky part: Learning to spend in retirement. Many retirees find themselves stuck in ‘saving mode,’ struggling to enjoy the wealth they’ve built. Here’s why embracing a “spender’s mindset” is crucial: → Your savings are meant to be enjoyed: Think of your nest egg as a tool, not just a safety net. → Spend with purpose: Figure out what truly matters to you in retirement and align your spending with these priorities → Find your ‘happy medium’: Consider working with an advisor to determine how much you can safely spend each year → Start small: Treat yourself to little luxuries without guilt, and track how your spending impacts your happiness. In this video, Rachel Buffalo, CFP® talks about how to embrace the spender’s mindset in retirement.
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If you're like most retirees, we know you didn't work hard all these years just to stress about money in retirement. Not to worry — over the next few weeks, we'll cover everything you need to know about mastering your finances in retirement, from spending strategies to tax optimization, estate planning, and healthcare considerations. You can find our comprehensive guide for retirees on the Manual:
Collection: Preparing to Retire - Compound Manual
manual.compoundplanning.com
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As a business owner, you've poured your heart, soul, and countless hours into building a successful company. But what happens when you're ready to step away? As entrepreneurs, we understand the thrill of the journey that comes with launching and growing businesses. However, we often overlook the equally important part of this journey — planning the business exit. Whether you're planning to retire, sell your business, or pass it on to the next generation, having a well-crafted exit plan is important to help ensure a smooth transition and maximize the value of your hard work. Kyle Rudduck, CFA, CFP® wrote this guide in the Manual for business owners considering an exit: https://lnkd.in/eSjd4TW3
Exit Planning for Business Owners
manual.compoundplanning.com
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When you own your own business, you’re in charge of every financial decision. This includes your own financial future — like planning for retirement. Unlike traditional employees who might have access to a 401(k), you’re responsible for managing your own retirement plan. Many business owners rely on funding their retirement with the proceeds from selling their business. While selling your business may provide a substantial nest egg, it’s crucial to consider other strategies to ensure a successful retirement, especially if those plans change. Check out Shannon Lynch, CFP®'s guide to learn how establishing a retirement plan not only offers a financial safety net, but can provide tax advantages that help you save money during high-earning years:
How to pick the right retirement plan for your business
manual.compoundplanning.com
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Choosing the right entity structure for your business is one of the most important decisions you’ll make as a business owner. The right entity can offer considerable tax benefits, protect your personal assets, and increase your business’ credibility. On the other hand, the wrong choice can lead to risks, unnecessary complexities, and financial issues. This guide by Jesse Porter, CFP® explores different entity options to help you find what best suits the needs for you and your business. Check it out → https://lnkd.in/esUhXq7a
How to choose the right entity for your business
manual.compoundplanning.com
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"Growth compounding at Compound Planning. Another tech-savvy RIA start-up, Compound Planning, is posting record headcount and assets," wrote Oisin Breen of RIABiz.com. "The New York City digital family office just topped $2 billion in AUM, and it now employs over 30 advisors, having nearly doubled its AUM in 10 months. Some 21 of Compound's advisors joined the firm this year."
Betterment whistleblowers net $2.5 million • Wealthfront's big pivot leads to profits • Altruist launches tax service • CMOs in at Ascensus, Wealthspire & Joe Duran's Rise • Savvy bags four advisors as Mariner sues it for poaching • Jim Dickson launches RIA stake buyer | RIABiz
riabiz.com
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Taxes might be your biggest expense as a business owner. Kristin Carter, CPA — Head of Tax Advisory at Compound Planning — shares 4 strategies to help reduce the amount you pay in taxes ⤵︎
Tax Strategies for Business Owners
manual.compoundplanning.com