Monroe Wealth Management
Monroe Wealth Management is a fee-only financial planning firm dedicated to helping technology professionals build, protect, and optimize their wealth. We understand that tech employees face a uniquely complex financial landscape — from navigating equity compensation and concentrated stock positions to preparing for life-changing liquidity events. Our advisors bring deep expertise in the financial challenges specific to the tech industry, so our clients can focus on their careers while we handle the complexity.
Who We Serve
We specialize in working with technology professionals at every stage of their career and company lifecycle, including:
- Early-Stage Startup Employees — Navigating ISOs, 83(b) elections, and building wealth on a startup salary
- Pre-IPO Employees — Planning for lockup periods, RSU vesting, tax exposure, and liquidity strategies ahead of a public offering
- Big Tech Employees (FAANG+) — Managing large RSU grants, ESPP participation, concentrated stock positions, and ongoing tax planning at companies like Google, Meta, Apple, Amazon, and Microsoft
- Tech Executives & Senior Leaders — Comprehensive wealth management for senior professionals with complex equity packages, deferred compensation, and multi-dimensional financial needs
- Tech Employees Approaching or In Retirement
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