What we do
Fee-Only Financial Planning and Investment Management
Financial Planning
Do you question the balance between planning for your future and the experiences you want to be a part of today? We’ll create a financial plan that provides peace of mind and encompasses funding not only your long-term financial goals, but precious life experiences as well.
Education
Do you have complicated employee benefits such as stock options or RSU’s? Are you unsure how they fit into your finances, or better yet, what an RSU even is? We’ll educate you during the financial planning process, to ensure we’re all on the same page.
Investment Management
We begin by discussing risk, aligning your portfolio with your goals, and being transparent about costs. We take the every day decision making and stresses of being an investor out of your hands, while keeping you informed and educated along the way.
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Why Millennial Wealth?
Online Financial Planning for Millennials across the country. Based in Seattle, WA.
Fiduciary Advice
Millennial Wealth is a fee-only financial planning firm. We’ve signed a fiduciary oath to act in the best interest of our clients. We eliminate conflicts of interest by not selling financial products of any kind.
No Account Minimums
Many financial advisors require a minimum account value before they’ll accept a client making it difficult for young professionals to receive financial advice. Millennial Wealth brings financial planning to everyone.
Transparency
Fees shouldn’t be kept in the dark when paying for financial advice. You’ll always know what you’ll pay prior to committing to work with us.
Recent Posts
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The Intangible Benefits of Working With A Financial Advisor
Prior to entering the financial services industry, I had this notion that financial advisors provided their value purely as stock pickers. That their job was to help their clients “outperform” the market by helping them to select the best-performing stocks. As my experience grew in the industry and as the industry has continued to evolve[…]
Financing a Masters Degree and Career Progression FAQ
The decision to get an advanced degree is a big one, involving a financial and career equation of money, time, possible advancement, fulfillment, and more. The following are some of the questions you should consider when deciding whether to pursue and how to finance a Masters’ degree! This article was written by Janet Matta. She[…]
What to do with my RSU’s?
RSU’s or restricted stock units are a form of equity compensation often awarded to employees in the technology industry. They’re used as additional compensation in addition to a base salary in the form of stock ownership in the company. RSU’s can be an extremely valuable form of compensation and offer several planning opportunities. However, if you’re[…]
Why Developing Healthy Financial Habits is Better than Budgeting
Long-term financial success can largely be attributed to how we manage our monthly cash flow today. That’s not to say it 100% predicates whether we’ll be financially secure in the future, but it does greatly enhance our chances. When it comes to managing our monthly cash flow, oftentimes personal finance gurus will point to strict[…]
5 Tips to Managing A Market Correction
Odds are if you’re an investor, you’ve experienced market corrections along your journey. Market corrections are classified as a drop in 10% or more from the asset class highs. For example, the S&P 500, the index for large-cap U.S stocks, experiences a correction on average once per year according to Deutsche Bank. Naturally, you’d think investors[…]
2018 End of Year Financial Checklist
This article will discuss 2018 year-end financial planning techniques that can be utilized before ringing in the new year. Taking the time to cross them off your to-do list will ensure you start 2019 off on the right foot! I hope you find my end of year financial checklist helpful! 1. Tax-Loss Harvest Tax-loss harvesting[…]
4 Myths About Investing That Hold You Back
Whether you’re a new investor, or have years of experience under your belt, you’ve likely come across several “myths” about investing that held you back at the time. When it comes to investing, hindsight is truly 20/20. “I should’ve, if only I would’ve, or I could be rich!”, are all statements that can be made[…]
Money Moves During Employee Benefits Enrollment
Great employee benefit packages can entice employees to remain at their employers or encourage new hires to come aboard. The problem is, these benefits are oftentimes overlooked during the enrollment period every year. Large benefits such as ESPP (employee stock purchase plans), life and disability insurance or access to an HSA (health savings account) may[…]
How Much Life Insurance Should I Buy?
Life insurance is a common and integral part of any strong financial plan. Without it, there’s potential to leave your loved ones in a dire financial situation. For example, it’d be important for them to maintain their current lifestyle and ability to make progress towards long-term financial goals such as college expenses or paying off[…]
Should my Investment Strategy Change as my Wealth Grows?
My journey in the financial advice industry began primarily working with retirees and near-retirees. The experience of working with older generations provided me with a unique perspective when it comes to the advice I give younger generations, whom I primarily work with now. One thing I’ve learned is wealth can be built in many different[…]
Managing Concentrated Stock Positions
Living in Seattle and primarily working with individuals and families in the tech industry, I’m very in touch with our burgeoning tech scene. Industry titans such as Amazon, Microsoft, Facebook, Apple, and Google, all have large offices here. If you work in the tech industry you’re also likely familiar with the variety of equity compensation structures[…]
How to Protect Against a Loss of Income for a Single Income Family
It’s not uncommon for families to have one individual provide the majority if not all the income for the lifestyle expenses of the family. Obviously, this poses an inherent risk in the case that the individual who is the primary breadwinner is relied upon to provide the income to support the family. What if that income[…]