Fiduciary Wealth Management and Retirement Strategies for Business Owners and Professionals
Who We Serve
At Compound Advisory, we recognize that every client’s journey is unique. That’s why we provide personalized financial strategies designed to meet the diverse needs of our clients—empowering them to see more opportunities, build lasting wealth, and achieve their goals.
Business Owners
Managing a successful business requires balancing personal and professional financial priorities. We help business owners optimize cash flow, minimize taxes, and align their business success with personal wealth goals. Whether you're planning for growth or preparing for succession, we’ll guide you every step of the way.
Corporate Executives
From stock options to bonuses, corporate executives face complex financial considerations. We provide tailored strategies to help you maximize compensation, diversify investments, and build a plan that balances your professional success with personal goals.
Entrepreneurs and Start-Up Founders
Turning a vision into reality means navigating risk and reward. We help entrepreneurs and start-up founders create agile financial plans that support business growth, manage liquidity, and build personal wealth—even amid uncertainty.
Young Professionals
Early career decisions can lay the foundation for long-term success. We help young professionals tackle student loans, build savings, and create smart investment strategies so they can confidently grow their wealth while pursuing their ambitions.
Athletes, Entertainers, and Artists
When your income is unpredictable and your career may have a shorter time span, building a sustainable financial future requires a strategic approach. We help athletes, entertainers, and artists manage cash flow, protect their assets, and create a financial plan that offers long-term stability and growth.
Doctors and Other High-Income Professionals
Despite high salaries, professionals like doctors, attorneys, and specialists often face significant expenses and financial complexity. We help you build financial resilience by managing student debt, practice-related costs, and taxes, ensuring your wealth grows and is preserved over time.
Government Contractors
Government contractors often face fluctuating contract work and unique benefits structures. We provide strategies for managing variable income, maximizing federal retirement plans, and navigating the complexities of government-related compensation for long-term financial stability.
Divorcees
Divorce is a major life transition that can have a significant financial impact. We offer thoughtful, compassionate support to help you restructure your finances, rebuild your wealth, and move forward with confidence and a clear financial plan.
Pre-Retirees and Retirees
Planning for retirement requires balancing the need for security with the desire to enjoy life. We help pre-retirees prepare for this next chapter by creating income strategies, optimizing tax-efficient withdrawals, and ensuring you have a clear plan to live comfortably while preserving your legacy.
Let’s redefine your wealth management experience together.
Compound Advisory provides fiduciary wealth management, investment planning, and retirement strategies for business owners, professionals, and retirees across the United States. We proudly serve clients virtually in Annapolis, Washington DC, Baltimore, Maryland, Northern Virginia, and beyond.