Compound

Compound Planning is a modern wealth and investment management firm specializing in providing comprehensive financial services to a range of clients, including founders, business owners, professionals, retirees, and families. The company distinguishes itself by offering a unique blend of personal touch and digital tools, providing clients with a personalized "family office" experience. Compound Planning's services encompass investment management, tax strategy, borrowing, retirement planning, and estate planning, all designed to help clients achieve their financial goals and make informed financial decisions.

Compound Planning is a fiduciary, meaning it has an obligation to act in its clients' best interests. The company boasts a team of experienced financial advisors, tax specialists, and investment professionals, all committed to delivering high-quality service and building strong, lasting relationships with their clients. Compound Planning has an SEC-registered Investment Adviser and is also a wholly-owned subsidiary of Compound Tax, LLC, which provides tax consulting and compliance services.

Compound Planning offers a hybrid work environment, allowing employees to work remotely as well as in the office. The company has offices in various locations across the country, so employees can choose to work from a location that suits their needs. The specific arrangement for each role may vary, but the company prioritizes flexibility to attract and retain top talent.

Compound Planning is a digital family office that provides comprehensive financial services to high- and ultra-high-net-worth individuals and families. Their mission is to help clients achieve their financial goals by offering a personalized and technology-driven approach to managing investments, taxes, borrowing, and estate planning. They aim to act as a one-stop shop for their clients' financial needs, blending the expertise of a dedicated advisory team with a user-friendly digital platform.

Compound promotes a culture of client-centricity, emphasizing personalized financial solutions and building strong relationships with advisors. The company values experience and expertise, evident in the long tenures of their team members, and they prioritize a collaborative approach to financial planning, working closely with clients and their advisors to achieve their goals.

Compound Planning emphasizes a commitment to diversity, equity, and inclusion, actively seeking out and hiring a team of experienced professionals from diverse backgrounds and perspectives. This commitment is reflected in their diverse team, which includes individuals with extensive experience in various fields, from financial planning to tax advisory, and from investment management to legal expertise. This inclusive approach fosters a dynamic and collaborative environment where each individual's unique experiences and perspectives are valued and contribute to the company's success.