About
Financial advisors for high-earning young professionals
Legacy institutions are unapproachable, roboadvisors are unhelpful, and HENRYs [High Earners Not Rich Yet] are left without a promising solution. Enter Stash Wealth.
Human-led. Tech-backed.
The Stash Wealth Story
No minimums, no conflicts, no three-piece suits.
Stash Wealth was founded on the idea that getting personalized financial guidance earlier in your career is the key to both building future wealth and confidently living the life you want today.
Most 20-30somethings are turned away by traditional advisors because they don’t have enough investable assets. At Stash Wealth, we believe that your net worth shouldn’t be a barrier to getting the kind of personalized, white-glove financial guidance that will change your life.
We help HENRYs [High Earners, Not Rich Yet] make the most of their money. Our signature service, the Stash Plan, was designed with an emphasis on enhancing your lifestyle and accomplishing your goals. We help you manage your money intentionally so you can live a life that reflects your values. Whether that includes seeing the world, upgrading a home, or taking periodic sabbaticals instead of retiring in the traditional sense, we’ve seen it and we’ve built a plan for it.
Our uncompromising mission to bring fiduciary-level financial guidance to the “not rich yet” has caught the attention of the press. You can find us featured in The Wall Street Journal, Forbes, Buzzfeed, Business Insider, CNBC, Cosmopolitan, NerdWallet and more.
Welcome to the Home of the H.E.N.R.Ys.
You work hard for your money.
You should be able to enjoy it.
Most large financial institutions make you lock up your money in their investments. That works for an old white guy who made his money in oil thirty years ago and doesn’t want to see his wealth dwindle in his golden years. But it doesn’t work for young professionals. Because while he’s in his golden years, you’re in your prime time. You should enjoy it.
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“Stash Wealth’s mission is to allow millennials to keep their lifestyle while planning for the future.”
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“That’s when Stash Wealth stepped in — and changed my life.”
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Rated 5/5 stars, 2023 -
Named top 23 financial advisory firms for millennials.
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“Stash Wealth was created especially for advising high earners who aren’t yet rich.”
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Rated 4.5/5 stars, 2023
Leadership team
Priya Malani
Founder & CEO
Priya began her career at Merrill Lynch, where she skyrocketed up the corporate ladder and earned the title of one of the youngest VPs in company history. After a successful tenure, she left to start Stash Wealth. She has since served thousands of HENRYs across the country by creating an offering previously unattainable to the young professional. Priya’s commitment to white-glove service, transparent expertise, and often unconventional financial advice for 20 and 30-somethings has caught the attention of media outlets across the country.
Liran Amrany
Advisory Board
Liran, a financial innovator and entrepreneur, began his career in exotic derivatives at JPMorgan before Founding Debitize, a FinTech startup with a mission to improve financial health for the masses.
Scott Wolfe
Advisory Board
Scott is a seasoned entrepreneur. After building and successfully exiting his own tech platform, he now serves as an investor and advisor for companies that focus on Help-First products and services.
Pia Silva
Advisory Board
Pia brings vast experience in client-centric business development; specifically in branding, marketing, and customer success. She is the current Founder of a highly successful agency, whom Stash Wealth has partnered with for over ten years.
If time is money, quit wasting yours.
Book a call with a team member to find out if you’re a HENRY and if the Stash Plan is right for you.
Built on the tenets of behavioral finance
We are fiduciaries
We don’t get kick-backs for our recommendations to you. It’s your best interest - first and only - that we look out for.
Everything starts with the goal
Goals are the cornerstone of investing. We do not let clients gamble or chase market returns.
We educate
We shoot it straight. Through education and collaboration, we empower clients to take control. It’s your life, after all.
Human first, tech second
Technology supports us–it does not replace us. Important conversations should happen with a human.
Automation is key
We may love managing money, but clients shouldn’t have to micromanage theirs if we’ve done our job right.
We give a damn
The guidance we give today has the ability to impact more than just your numbers. We don’t take that lightly.
Learn more about our planning and investment philosophy.
The Big Difference
How we serve
Goals-based investing:
Your goals should dictate how you are invested
Fee-based:
No commissions from the advice given
Meeting the fiduciary standard:
Your best interest is the only thing accounted for
Custom planning:
Money is personal; tech should support the conversation, not replace it
How we do not serve
Chasing market returns:
Turning investing into gambling
Commission-based:
Clouding your best interest with what makes us the most money
Meeting the suitability standard:
Not being transparent with our motives in helping you
Building one-size-fits-all plans:
Using algorithms to replace conversation