All-in-one Wealth ManagementInvestments
Your investments, taxes, retirement, estate plans, and insurance — all working together.
One team, one plan, one flat fee.
Trusted by leaders at
Your entire financial life, in one place
Financial Planning
Clear plan for what to do with your money — today, at your next big moment, and decades from now.
Retirement Planning
Figure out when you can stop — and make sure the money lasts when you do.
Tax Strategy
Stop overpaying. We plan around your taxes year-round, not just in April.
Estate Planning
Make sure the right people get the right things — with a plan that actually reflects your life.
Insurance
The right coverage for your family and what you've built. Nothing you don't need.
I built this because I needed it too
Fifteen years into a career at Google, DoorDash, LinkedIn — I had more financial complexity than I knew what to do with. RSUs, concentrated stock, multiple tax buckets, a life that kept getting more complicated — house, kids, aging parents — and a plan that never kept up.
I talked to advisors. Most wanted to manage my assets for a percentage. I talked to CPAs. They showed up in April. Nobody was thinking about the whole picture.
What I wanted was simple: one person who understood my life, gave me a real plan, and charged me a fair flat fee. That person didn't exist. So I became one.
— Vaibhav Goel, Founder
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Built differently, on purpose
Transparent Flat Fee
One flat annual fee. No percentage of your assets, no hidden charges, no surprises. The more your wealth grows, the better deal you get.
Tax Optimization
We work on your taxes year-round, not just in April. Most clients save more than they pay us — often by a lot.
Built on Technology
Simple Money is software first, advisor second. Your entire financial life lives in one place — accounts, investments, taxes, plans — updated in real time, always current.
On Your Side
We only get compensated by your fees, so we'll never advise you on anything that's not in your best interest. Your goals are our goals.
Advice When You Need It
Your advisor is a message away. Prefer to talk it through? Book a call online anytime. No gatekeepers, no quarterly check-in calendar
Ready for a smarter, simpler way to build wealth?
Get your free savings audit. Most clients find $5,000–$20,000 in savings they didn't know they were leaving on the table.
Book a savings audit