Not Your Father’s

Financial Advisor

We get it — you want to change careers, have kids, retire one day; but you also want to go to Portugal next year. Find out how much more you can do when you have your [financial] sh*t together.

Financial advice for HENRYs
[High Earners Not Rich Yet]

If you make six figures and live in a metropolitan city, you're probably a HENRY.

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Work with a financial advisor to create a plan that allows you to keep (or upgrade) your lifestyle today and ensure you are on track for the future. We call this plan, the Stash Plan.

The Stash Plan includes:

your goals-based investing strategy
a custom-built automation system
personalized debt paydown plan
keys to optimizing your income

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The mission

Stash Wealth helps HENRYs across the country get their [financial] sh*t together.

  • Forbes

    “Stash Wealth’s mission is to allow millennials to keep their lifestyle while planning for the future.”

  • Refinery29

    “That’s when Stash Wealth stepped in — and changed my life.”

  • Google

    ⭑⭑⭑⭑⭑
    Rated 4.9/5 stars, 2023

  • Business Insider

    Named top 23 financial advisory firms for millennials.

  • CNBC

    “Stash Wealth was created especially for advising high earners who aren’t yet rich.”

  • Yelp

    ⭑⭑⭑⭑⭑
    Rated 4.5/5 stars, 2023

A financial advisor for
young professionals

Fee-only planning

A one-time flat fee for a holistic financial plan (the Stash Plan). The fee covers the entirety of the Stash Plan experience. $1000 for individuals and $1500 for couples who want to go through the experience together. 

Goals-based investing

Your goals dictate your saving and investing strategy. Stash Wealth believes investing for the sake of investing is nothing more than gambling.

Our goal is to ensure you accomplish yours. 

Collaborative experience

Work one-on-one with a dedicated financial advisor so we can create a plan to help you accomplish what matters most to you. We lay out the specifics of living your life to the fullest both today and in the future. 

Stash Wealth Reviews

“I was nervous when my husband hired Stash Wealth because I was afraid they were going to tell us what we couldn’t do. Instead, they showed us how much more we could do.”

Luxury Brand Buyer, New York, NY

Testimonials were given by clients of Stash Wealth. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, were given without compensation, and do not provide a guarantee of future performance success or a similar experience or services.

You have questions – we have answers

  • Yes. As an RIA [Registered Investment Advisor], the firm is subject to state regulations and abides by the Fiduciary Standard. This means full transparency and no conflicts of interest. Imagine that–advice with your best interest as the top and only priority. Who would’ve thought there was another option out there?

  • While we have CFPs (Certified Financial Planners) on the team, Stash Wealth uses a proprietary financial planning training program that sits on top of the CFP® curriculum and is designed for lifestyle-focused millennial clientele. We believe the traditional CFP methodology works great for retirees and pre-retirees, but not for HENRYs who want to enjoy their lifestyle both now and in the future.

  • We are paid a flat fee, upfront, for the Stash Plan: $1,000 for individuals and $1,500 for couples.

    After you complete the Stash Plan, you are invited to sign up for ongoing support through Stash Management for a 1.2% fee on AUM (the investable assets you bring to Stash Wealth) charged monthly with a $90/month minimum.

  • The first step clients take is the Stash Plan. The Stash Plan is made up of two virtual meetings with your advisor. The first meeting runs about one hour and the second is closer to an hour and a half. After completing the Stash Plan, you are empowered to take what you’ve learned and manage your investments on your own.

    If you prefer to delegate the ongoing management, you are invited to join Stash Management after completing the Stash Plan. Stash Management provides year-round access to your advisor along with an annual update of your financial plan, routine rebalancing of your investment portfolio, and tax loss harvesting.