Home of the H.E.N.R.Y.s since 2013
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NOT Your Father's Financial Advisor

We are a modern financial planning firm for H.E.N.R.Y.s™ [High Earners, Not Rich Yet]. Our experts help you better understand how to be money savvy, build a personalized financial game plan to achieve the lifestyle you want, and do it with the least amount of compromise. We've made financial planning more attainable for our generation because the truth is, the earlier you start, the more successful you'll be - even if you start with nothing (or in the hole!).

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Founder of Stash Wealth, Resident Financial Expert at Refinery29

It's time to think differently about your money.

Get ready! We're about to help you get your financial sh*t together.
The Stash Plan®

If you've ever wondered "Is there anything else I should be doing to be smarter with my money?", we got you! We'll make sure you're checking all the right boxes and not missing a single opportunity to be smarter with your money.

You make good money, you should have something to show for it!


for Individuals & Couples


Whether you're starting from scratch or coming to us with some level of strategy in place, we discuss it all!
  • Evaluate your current situation
  • Optimize credit cards, student loans, 401(k), stock options, emergency fund, etc
  • Uncover your financial goals
  • Help you automate your savings
  • Consolidate your financial accounts
  • Develop an investment strategy to make your money work harder for you
  • Answer all your money-related questions, including how to save on taxes.


for Entrepreneurs


Side-hustle or start-up, we help you understand the numbers so you can focus on what you do best!
  • All Stash Plan® features
  • Strategize for taxes and maximizing deductions
  • Evaluate bank/credit card accounts
  • Review business structure/legalities
  • Discuss managing unpredictable income
  • Factor your business into your personal financial plan
  • Assess profitability and how to pay yourself a consistent income

Is the Stash Plan®
right for me?

Take the quiz or schedule a complimentary call with a Stash expert to find out.

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We work with clients across the country


Bite-sized money savvy tips that you can implement yourself
We get that no one wants to read this stuff, so we boil it down to what you NEED TO KNOW!

Planning eliminates the need to keep your fingers crossed.

Plan for the future. Don’t compromise today.

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