Clear financial guidance when decisions get complex

We help high-earning professionals cut through the noise, organize their money, and make confident decisions—so you can focus on what matters most.

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When financial decisions feel overwhelming the cost of waiting gets expensive.

You’re smart and successful, but suddenly every financial choice feels high-stakes. Retirement planning, equity compensation, college funding, benefits selection—there’s too much information and no clear path forward. The longer you wait, the more opportunities slip by. Analysis paralysis costs you time, money, and peace of mind.

Here’s what changes when you work with us

See How We Help

You know exactly where your money is going

No more guessing or second-guessing. You’ll have a clear picture of your finances and a plan that actually makes sense for your life.

You stop worrying about missing something important

We spot the gaps and opportunities you might overlook, so you can feel confident you’re not leaving money on the table.

Your money works as hard as you do

From optimizing your benefits to managing complex compensation, we help you make the most of what you’ve earned.

You sleep better knowing someone’s got this

Hand off the financial stress to experts who understand your goals. You stay informed and in control without carrying the burden alone.

Why clients choose us

See what happens when you have the right financial partner in your corner.

“Working with my financial advisor has brought clarity and structure to my financial planning. They’ve helped me identify clear goals, develop a long-term strategy, and make more informed decisions with confidence. I feel more in control of my finances and better prepared for both short-term needs and long-term growth.”

“Simply put, the perfect blend of confidence and peace of mind. I’m confident in the way that my advisor strategizes and executes on my goals. I have the peace of mind to focus my efforts entirely on work, and making more money, knowing my advisor is taking care of priorities that aren’t always top of mind for me.”

“My advisor has lifted a tremendous burden off my shoulders. I now feel confident that I’m optimizing my retirement accounts and savings to meet my financial goals.”

“There is great peace of mind that comes with building and executing a financial plan with an advisor. I feel more confident and proud of how I am handling my finances moving forward, and more secure knowing that an advisor is also reviewing my investments and larger plan on a regular basis.”

“I’ve worked with other advisors in the past, but none actually wrote out a long-term plan with me. Having a plan for what to do with my money now and seeing how it will impact my ability to retire has been incredibly helpful. Also, as a single person, being able to bounce ideas off my advisor and get clear direction helps me feel like I’m making sound financial decisions.”

The testimonials displayed are from current clients. These clients were not compensated for these testimonials. No material conflicts of interest exist since these clients were not compensated nor did they receive any other benefit for providing this content. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

About Us

We’ve been
where you are

We’re your financial thinking partners—not just advisors. As professionals ourselves, we understand the pressure of making the “right” financial decisions when there’s a lot at stake.

We strive to help clients move from overwhelmed and uncertain to clear, confident, and calm. We know what it’s like to balance competing goals, navigate complex compensation, and want to optimize without obsessing.

Meet the Team

Trusted by Employees From

Our Process

Here’s how we make it simple

1

Schedule a conversation

We’ll talk about your goals, concerns, and what success looks like for you. No prep work required.
This is a free, no-pressure meeting.

2

Get your personalized plan

We’ll create a clear roadmap that addresses your specific situation and priorities—from cash flow to long-term goals.

3

Move forward with confidence

We’ll implement your plan together and be your ongoing partner as your life and goals evolve.

Common questions from people just like you

We know you’re researching your options and want to make sure we’re the right fit. Here are the questions we hear most often.
Don’t see your question? Just send us a message below and we’ll respond shortly.

How do I know if I need a financial advisor?

If you’re earning good money but feel uncertain about financial decisions, struggling to balance competing goals, or spending too much time researching options without taking action—you’d benefit from working with us. We help smart people who don’t want to become financial planning experts themselves.

What’s it like working with Commas?

We specialize in working with high-earning professionals in their 30s who are facing bigger financial decisions than ever before. Unlike firms that focus on retirees or use one-size-fits-all approaches, we understand the unique challenges of managing equity compensation, optimizing benefits, and balancing long-term wealth building with current lifestyle goals.

How much does it cost to work with you?

Our fees are transparent and reasonable—we believe high-quality financial advice shouldn’t require huge account minimums. We’ll discuss our fee structure during our initial conversation so you know exactly what to expect.

Do I need to have a certain amount of money to work with you?

No account minimums required. We work with clients who have the ability to save and are motivated to grow their wealth, typically with household incomes of $200k+ or complex compensation packages.

What if I already have some investments or a 401k?

Perfect! We work with what you already have and help optimize it. Many clients come to us with existing accounts, investments, and retirement plans—we’ll review everything and make recommendations to help you get the most from what you’ve built.

Ready to stop second-guessing your money decisions?

Let’s discuss how we can help you move forward with confidence.