Free Assessment

Get Your Free Compound Retirement Clarity Assessment™

A 3-step process to help you evaluate our services and make an informed decision about working together.
  • Tax Analysis
  • Investment Analysis
  • Retirement Paycheck
Free Assessment

We're Retirement & Tax Planning Experts and Do Our Best Work With:

Aged 50+

Retirement investors age 50+ who are retired or close to it.

$1 Million+

Diligent savers with investments over $1 million (excluding real estate).

Expert Guidance

People who value expert help because retirement is too important.

Step #1:

Schedule Your Discovery Meeting

Click to Schedule

Your Free Retirement Clarity Assessment™

A 3-step process showing you how to
lower taxes, invest smarter, and maximize retirement income.

Step #1

Discovery Meeting (45-Min)

Your FREE Retirement Strategy Session (45 minutes) is designed to uncover what matters most to you, answer your biggest questions, and confirm that we’re the right team to help.

We’ll also walk you through how our Compound Clarity Retirement System™, paired with our Compound Cultivator™ framework, can help you improve your retirement plan, optimize investments, and lower taxes.

Schedule Your Meeting
Step #2

Welcome to Compound Advisory

If we both agree there’s a fit, you’ll sign our New Client Agreement and begin your journey through the Compound Clarity Retirement System™. Our step-by-step onboarding process dives deep into your retirement goals, gathers the right documents, and builds a coordinated, tax-aware plan that works for you.

Step #3

Ongoing Service

Retirement isn’t a single event—it’s a decades-long transition. With the Compound Clarity Retirement System™ and Compound Cultivator™ framework, we continuously evaluate your plan and portfolio to keep them aligned with your goals and market conditions. You’ll meet with us each Spring and Fall, and between those reviews we’ll proactively reach out with updates, adjustments, and action steps to keep your retirement on track.

Think About It!

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes.”

Step #1: Schedule Your Discovery Meeting

NOTE: We intentionally limit our Discovery Meeting availability so we can deliver a high level of service to current clients. If you don’t see a time on our calendar that works for you, please call our office at (301) 531-4413 and we’ll do our best to accommodate.

To make the best use of our time together, please answer a few important questions. 👇
(You can zip through them in 60 seconds! ⏱️)

Still Have Questions? Keep Reading...

You should consider hiring our firm if you want to:

  1. Turn your nest egg into a reliable paycheck in retirement.

  2. Lower taxes and keep more of your hard-earned money.

  3. Improve after-inflation returns and reduce portfolio risk.

  4. Spend more of your time doing what you love in retirement.

  5. Ensure your heirs have a trusted professional team to lean on if something happens to you.

Learn more about our approach by exploring our case studies and blog, or by booking a Free Retirement Strategy Session.

There are three key differences that set us apart:

  1. Retirement + tax specialists for 50+ — We focus on the decumulation stage: Social Security timing, withdrawal sequencing, Roth strategy, and Medicare/IRMAA planning.

  2. Intentionally limited new relationships — We cap new clients so we can deliver deep, personalized work and rapid response times.

  3. Team-based, partner-friendly model — You don’t get one advisor; you get our whole team. We coordinate directly with your CPA, estate attorney, and other partners to keep everything aligned and nothing slipping through the cracks.

To see if we’re a fit, start with a Free Retirement Strategy Session.

Yes—our clients live across the U.S. We meet via secure Zoom, use an encrypted client portal for document sharing, and coordinate around your schedule and time zone. We also collaborate seamlessly with your existing professionals (CPA, attorney, etc.) to make execution easy.

It only makes sense to hire an advisor if the value exceeds the cost. The time and stress saved—plus tax savings and portfolio improvements—should more than offset our fee.

Our Free Retirement Strategy Session will outline potential benefits so you can make an informed decision.

Our transparent fee covers ongoing retirement and tax planning plus tax-smart investment management. Fees are based on the assets we manage and are our only form of compensation (no commissions or kickbacks):

• 1.00% on the first $1,000,000
• 0.90% on amounts between $1M and $2M
• 0.75% on amounts between $2M and $5M
• 0.50% on amounts over $5M

Schedule a Discovery Meeting to determine if we’re the right fit.

We’re built for ongoing relationships—not one-off projects. Retirement success is a moving target: markets shift, tax rules change, healthcare costs evolve, and your goals do too. A single “plan-in-a-binder” can’t keep up.

With a long-term engagement, we can:
• Coordinate retirement income (Social Security, pensions, RMDs, Roth conversions) year by year.
• Proactively manage taxes across accounts and decades—not just this filing season.
• Implement and maintain your investment policy (rebalancing, asset location, risk controls).
• Update your plan for life events (home sale, business exit, inheritance, charitable goals).
• Collaborate with your CPA and attorney so everything stays aligned.

If you’re seeking a quick check-up or a one-time plan, we may not be the right fit. If you want a dedicated team that implements, monitors, and adjusts with you—continuously—that’s where we excel.

For custody and reporting, we use Altruist as our primary third-party custodian. That gives you institutional-grade account security, clear statements, and modern, easy access.

What this means for you:
• Independent custody: Your assets are held at Altruist in your name; we manage them with your authorization.
• Transparency: Monthly statements and tax documents come directly from the custodian.
• Anytime access: View balances, holdings, performance, and activity through the Compound Advisory Client Portal or Altruist’s web and mobile apps.
• Security: Multi-factor authentication, encryption, and role-based permissions; we can also grant read-only access to your CPA or attorney when you request it.
• Funding & transfers: Flexible options for moving money (ACH, wires, ACATS transfers from most major firms).
• Cash management: FDIC-sweep and SIPC protections apply per Altruist’s program terms.

Bottom line: your accounts are safe at a dedicated custodian, and you can see everything—anytime—while our team actively manages the strategy behind the scenes.