Our Services
At Compound Advisory, we offer a comprehensive suite of services designed to address the unique needs of our diverse client base. Our approach is holistic, ensuring that every aspect of your financial life is considered, optimized, and aligned with your goals.
Wealth Management and Investment Advisory
Customized Portfolio Management
Tailored investment strategies based on your financial goals, risk tolerance, and time horizon.
Diversification and Risk Management
Portfolio construction designed to maximize returns while managing risk.
Tax-Efficient Investing
Strategies to help minimize tax liabilities and enhance long-term growth.
Financial Planning
Comprehensive Financial Plan
A personalized roadmap that addresses all aspects of your financial life.
Retirement Planning
Portfolio construction designed to maximize returns while managing risk.
Education Planning
Assistance with funding strategies for education, including 529 plans and other savings vehicles.
Cash Flow and Budget Planning
Helping you optimize your income and expenses for long-term financial sustainability.
Securities-Based Lending
Portfolio Line of Credit
Access liquidity by borrowing against the value of your investment portfolio, without disrupting your long-term investment strategy.
Business Expansion &
Personal Needs
Flexible borrowing solutions for personal or business use, offering lower interest rates compared to traditional loans.
Estate and Legacy Planning
Wills, Trusts, and Powers of Attorney Included
Through our partnership with Trust & Will, we provide clients with fully customized wills, trusts, POA, and healthcare directives — all included in your advisory fee.
Strategic Wealth Transfer
Plan effectively for multi-generational wealth transfer with clarity and tax-efficiency.
Legacy and Philanthropy
Planning
Align your estate plan with your values, ensuring your wealth supports what matters most to you and your family.
Tax Planning
Tax Efficiency Analysis
Identifying opportunities to reduce your tax liability through strategic investments and withdrawals.
Capital Gains Management
Proactive strategies for realizing gains and losses in a way that minimizes tax burdens.
Insurance and Risk Management
Life, Disability, and Long-Term Care Planning
Ensuring your family and financial goals are protected against unexpected life events.
Business Continuity Insurance
Helping business owners secure policies that protect their businesses in times of disruption or transition.
Education Planning
College Savings Plans
Developing education savings strategies, including 529 plans and tax-advantaged accounts.
Education Funding Analysis
Projections to understand the costs and funding needs for future educational goals.
Business Owner Services
Succession Planning
Creating exit strategies that align with both your business and personal financial goals.
Retirement Plans for Employees
Designing and managing 401(k) plans, SEP IRAs, and SIMPLE IRAs for business owners and their employees.
Cash Flow Optimization
Helping business owners manage working capital and invest surplus funds effectively.
Wealth Accumulation Strategies
Personalized Investment Strategies
Tailored portfolios designed to align with your goals, time horizon, and risk tolerance — no cookie-cutter models.
Tax-Efficient Growth
Strategic asset location and tax-aware investing to maximize after-tax returns.
Dynamic Portfolio Management
Ongoing adjustments based on market conditions and life changes to keep your plan optimized over time.
Divorce Financial Planning (For Divorcees)
Asset Division Strategy
Assistance with understanding the financial implications of settlement agreements.
Post-Divorce Financial Recovery
Creating a financial plan to rebuild and move forward with confidence.
Multi-Family Office Services
Comprehensive Estate Planning
Assistance with creating wills, trusts, powers of attorney, and healthcare directives, ensuring your legacy is preserved.
Philanthropic Advisory
Guidance on charitable giving strategies that align with your values and maximize impact.
Family Governance and Education
Facilitating family meetings and providing financial education to empower the next generation.
The Compound Cultivator™
Personalized Wealth Strategies
Tailored plans that reflect your unique financial journey, goals, and risk tolerance.
Dynamic Market Response
Adaptive strategies that adjust to evolving market conditions, maximizing growth opportunities while mitigating risks.
Clarity and Confidence
A data-driven framework that promotes informed decision-making, providing peace of mind and financial clarity.
