Financial planning for
engineers and tech professionals.
You’ve spent years building complex systems and earning real money. We help you build a financial plan that works just as hard — without the Wall Street BS.
Sound familiar?
- 📌 RSUs are vesting but you’re not sure what to do with them
- 📌 Your 401k is maxed, but beyond that you’re winging it
- 📌 You have a good income — you’re just not sure where it all goes
- 📌 A job change, layoff, or IPO has made things more complicated
- 📌 You’ve been meaning to “figure out your finances” for years
- 📌 You’re not sure if you’re actually on track to retire early, or at all
What we work on together
These are the situations engineers and tech professionals bring to us most. If yours isn’t here, bring it anyway — we’ve probably seen it.
Equity Compensation
RSUs, stock options (ISOs & NSOs), ESPP — when to sell, how to diversify, and how not to get killed on taxes.
Tax Strategy
High W-2 income plus vesting equity creates serious tax exposure. We plan around it, not just react to it.
Investment Management
Beyond the 401k. We manage your investments with a clear allocation strategy — not a product pitch.
Cash Flow & Goals
Home purchase, paying off debt, building reserves — connecting your money to what you actually want.
Job Changes & M&A
New offer, layoff, acquisition, or IPO — any of these can dramatically change your financial picture overnight.
Retirement Planning
You may retire earlier than you think. We model the scenarios and tell you what's realistic.
Why work with Atticus?
- ✓ Transparent about how we get paid. Financial planning and wealth management are fee-based — disclosed upfront. I’m also licensed to sell insurance, and may earn a commission if that’s part of your plan — at no additional cost to you, and always disclosed first.
- ✓ Fiduciary by law. When we manage your investments, we’re legally required to act in your best interest. Not ours.
- ✓ No Bull$h*t. You get clear answers, not a 40-slide presentation. We tell you exactly what to do and why — no jargon, no runaround.
- ✓ Direct access. Not an assistant, not a junior planner. You work directly with your advisor — the person who actually knows your situation, start to finish.
Ready to stop winging it?
Schedule a free, no-obligation call. We’ll talk through your situation and figure out if we’re a good fit.