Financial Planning
A financial plan isn't something that gets printed and put on a shelf. It's a living document, one we run every major decision through, whether that's buying a second home, changing jobs, or evaluating a private investment, so you know how it actually affects your future before you commit to it.
Companies we work with
We build your plan around three buckets: what you need to spend today, what you're building toward, and what you want to leave behind.
From there, we stress-test the decisions that matter, modeling how a home purchase, an early retirement, or a major gift affects your long-term trajectory under different market and life scenarios. When a decision involves financing, whether that's a mortgage, a portfolio-backed loan, or a HELOC, we help you weigh the options and get you the right one at the right rate. Your plan isn't static, because your life isn't either. We revisit it as your income, your equity, and your goals change.
Supporting family, wherever they are
For a lot of our clients, financial planning isn't only about their own household. It's also about the parents they're supporting back home, whether that's buying them a house, sending money regularly, or paying for care as they get older.
We build that into your plan the same way we build in your own goals: as a real, ongoing line item, not an afterthought or a surprise expense every time it comes up.
Success Story
The Latest
Our team might be a fit if…
You work at Amazon, Microsoft, Meta, or Google or another tech company, public or private?
Your household is highly compensated in company stock, and you need it turned into an actual plan, not just a number on a statement.
You're over 45, have a family, and don't have enough hours in the day.
You already max out your 401(k), and have at least $1M in investable assets.
You believe in professional advice, and you're a nice person. (Seriously — that last one is a deal-breaker.)
We work with households across a range of net worth, with deep expertise for company stock positions between $5–50 million.
We're a comprehensive advisory firm, not an à la carte one. One relationship covers:
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Wealth Management
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Investment Management
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Tax Planning
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Trust & Estate Planning
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Insurance Planning
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RSU & Stock Options
Ready To Get Started?
We invite you to schedule a call! Ask ANY questions you may have, and we’ll ask what’s important to you.
Let’s Make Smart Decisions, Together.
Consilio Wealth Advisors provides investment advisory and financial planning services to technology professionals nationwide so they can experience the confidence they deserve.
All of our advisors are CERTIFIED FINANCIAL PLANNER® professionals (and many of our team members hold or are in pursuit of other advanced certifications).
We offer unbiased advice and never push any proprietary products…because we don’t have any.
As an independent Registered Investment Advisor (RIA), we hold ourselves to the fiduciary standard. We work for you, and only you.
Our experienced team has worked with hundreds of smart people just like you.
At this point you probably just have one burning question: Are you a Fiduciary?
Yes, we are.
We do not receive any commissions from investment product sales and our entire engagement is based on the Fiduciary standard. Seriously, there are advisors out there who receive commissions to sell you stuff? Yuck.
In addition to this, ALL of our advisors are CERTIFIED FINANCIAL PLANNER® professionals (the way it should be), and many of our team members hold or are in pursuit of other advanced planning designations. Because, frankly, we’re all total planning nerds.