Financial planner for tech employees with equity compensation

Yes. I found several strong matches, including some Milwaukee-area advisors and some national/virtual specialists.

My top picks

1. Resilient Wealth Planning — Brookfield, WI

   • Probably the best local match I found.
   • Specifically works with high-equity tech professionals dealing with RSUs, ESPPs, stock options, concentrated company stock, diversification, and tax planning.www.resilientplanning.com
   • Fiduciary approach and CFP® professionals; also integrates tax planning/preparation.
   • Best if you want a local relationship with comprehensive planning, rather than just an equity-comp consultation.

2. Clarke Financial Counsel — Whitefish Bay, WI

   • Particularly interesting if you want advice-only/fee-only planning rather than someone managing your investments.
   • Their services specifically include RSUs, stock options, deferred compensation, and advanced tax planning. Their published rate is $325/hour, with more complex equity-comp planning available in higher-hour engagements.www.feeonlynetwork.com
   • This could be an excellent choice if you primarily need someone to answer questions like “Should I exercise these options?” or “How much company stock should I sell?”

3. Level Up Financial Planning — virtual/nationwide

   • One of the clearest tech-employee specialists I found.
   • Specifically focuses on employees receiving RSUs, ISOs, ESPP and non-qualified stock options, with tax-aware planning.www.levelupfinancialplanning.com
   • Fee-only and planning-first, with no investment minimum, making it particularly attractive if you don't have $1M+ in assets.
   • Good fit if you want an advisor who understands tech compensation rather than a general wealth manager.

4. Darrow Wealth Management — virtual/nationwide

   • Fee-only fiduciary firm specializing in tech professionals with equity compensation and post-liquidity planning. Its team includes CFP®, CPA, CFA®, AEP® and tax-law expertise.darrowwealthmanagement.com
   • Particularly compelling for large equity positions, IPOs, concentrated stock, or a major liquidity event.

5. Monroe Wealth Management — virtual

   • Very explicitly built around tech compensation: RSUs, ISOs/NSOs, AMT, concentrated stock and liquidity events.www.monroewm.com
   • Looks best suited to higher-income tech professionals with substantial equity.

A useful local alternative

Fortress Planning Group — Waukesha/Pewaukee area also specifically lists RSU and ISO strategies alongside employee-benefit and tax planning, and describes itself as fee-only and fiduciary.

How I'd narrow it down

One thing I'd specifically ask every advisor: “How many of your current clients have RSUs, ISOs/NSOs, and ESPPs, and can you show me an example of how you model an exercise/hold/sell decision across multiple tax years?” That will separate genuine equity-comp specialists from advisors who merely list “stock options” on their services page.

If you tell me (1) your approximate annual income, (2) whether you have RSUs/options/ESPP, (3) whether your company is public or private, and (4) roughly how much investable assets you have, I can narrow this to the best 2–3 advisors for your specific situation and compare their fees and minimums.