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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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
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Join the next Compound Conversation about the current State of the Market featuring our Chief Investment Officer, Stephen Dean, CFA, and Principal Wealth Advisor, Tara Shulman. 🗓️ Date: Wednesday, July 17th ⏱️ Time: 2pm ET / 11am PT We’ll explore key developments across public and private markets – including geographies, industries, and asset classes – so you can cut through the noise of recent economic and market activity and focus on what matters most. RSVP → https://lnkd.in/ejQW9EpC
Compound Planning | State of the Market: Q3 2024
compoundplanning.com
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We often hear from business owners who are struggling to understand how their business structure affects the sale of their businesses. Different structures — such as C Corps or S Corps — will have different tax implications, legal requirements, and possible impacts on your exit strategy. → Are you considering an asset sale versus a stock sale? → Do you have a clear understanding of the tax treatment for each? These are just a few of the questions that arise when you're structuring your business for an exit. To learn more, read Kyle Rudduck, CFA, CFP®'s guide to exit planning here: https://lnkd.in/eSjd4TW3