We're excited to announce that we crossed $2 billion of assets under management and 30+ financial advisors. "Managing $2 billion of client assets is a testament to our team’s dedication and the trust our clients place in us," said Christian Haigh, our co-founder and CEO. "Our rapid growth reflects our unwavering commitment to delivering top-notch financial planning and wealth management solutions to our diverse clientele. And it’s why we continue to attract exceptionally talented financial advisors." Learn more about our recent milestones ⤵︎
Compound
Investment Management
Compound manages $2B+ for clients who want the personal touch of a trusted advisor and a beautiful digital experience.
About us
Compound Planning is your family office — a single place to manage your taxes, investments, borrowing and more. We support your goals and help you make better financial decisions so you can focus on what matters most. With over $2 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.
- Website
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http://www.compoundplanning.com
External link for Compound
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Remote
- Type
- Privately Held
- Founded
- 2019
- Specialties
- Investment Management , Wealth Management, Financial Planning, Tax Planning, Tax Preparation, Estate Planning, Risk Management, Equity Compensation, and Borrowing and Debt Management
Locations
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Primary
Remote, US
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San Francisco, CA, US
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New York, New York, US
Employees at Compound
Updates
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Choosing the right entity structure for your business is one of the most important decisions you’ll make as a business owner. The right entity can offer considerable tax benefits, protect your personal assets, and increase your business’ credibility. On the other hand, the wrong choice can lead to risks, unnecessary complexities, and financial issues. This guide by Jesse Porter, CFP® explores different entity options to help you find what best suits the needs for you and your business. Check it out → https://lnkd.in/esUhXq7a
How to choose the right entity for your business
manual.compoundplanning.com
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"Growth compounding at Compound Planning. Another tech-savvy RIA start-up, Compound Planning, is posting record headcount and assets," wrote Oisin Breen of RIABiz.com. "The New York City digital family office just topped $2 billion in AUM, and it now employs over 30 advisors, having nearly doubled its AUM in 10 months. Some 21 of Compound's advisors joined the firm this year."
Betterment whistleblowers net $2.5 million • Wealthfront's big pivot leads to profits • Altruist launches tax service • CMOs in at Ascensus, Wealthspire & Joe Duran's Rise • Savvy bags four advisors as Mariner sues it for poaching • Jim Dickson launches RIA stake buyer | RIABiz
riabiz.com
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Taxes might be your biggest expense as a business owner. Kristin Carter, CPA — Head of Tax Advisory at Compound Planning — shares 4 strategies to help reduce the amount you pay in taxes ⤵︎
Tax Strategies for Business Owners
manual.compoundplanning.com
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Join the next Compound Conversation about the current State of the Market featuring our Chief Investment Officer, Stephen Dean, CFA, and Principal Wealth Advisor, Tara Shulman. 🗓️ Date: Wednesday, July 17th ⏱️ Time: 2pm ET / 11am PT We’ll explore key developments across public and private markets – including geographies, industries, and asset classes – so you can cut through the noise of recent economic and market activity and focus on what matters most. RSVP → https://lnkd.in/ejQW9EpC
Compound Planning | State of the Market: Q3 2024
compoundplanning.com
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We often hear from business owners who are struggling to understand how their business structure affects the sale of their businesses. Different structures — such as C Corps or S Corps — will have different tax implications, legal requirements, and possible impacts on your exit strategy. → Are you considering an asset sale versus a stock sale? → Do you have a clear understanding of the tax treatment for each? These are just a few of the questions that arise when you're structuring your business for an exit. To learn more, read Kyle Rudduck, CFA, CFP®'s guide to exit planning here: https://lnkd.in/eSjd4TW3
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Stephen Dean, CFA is back with his monthly State of the Market commentary, covering recent market events and why they matter. After a weak start to the quarter, equity markets rallied in May and June to close out an especially strong second quarter and first half of the year. Concerns of resurging inflation that had spooked investors in April eased in May and June while most measures of economic activity remained strong. The May core Personal Consumption Expenditure index (PCE) — the Fed’s preferred price gauge, which excludes food and energy — that was released at the end of June, rose 0.1% from the prior month, the lowest monthly increase so far in 2024. The core PCE index now stands 2.6% above levels from a year earlier. As progress on bringing inflation down to the Fed’s 2% target remains slow, investors have reduced their expectations for how soon the Fed will begin cutting interest rates. The change in interest rate expectations could have easily brought down stock returns, but the solid economic conditions and excitement around companies involved with AI that continued in the second quarter bolstered investor’s sentiment. You can continue reading the rest of Steve's commentary about the first half of the year here: https://lnkd.in/eqfdhYFf
Q2 2024: Surging tech stocks help to close out a strong first half for the market
info.compoundplanning.com
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Why do you need an exit plan for your business? Exit planning is a strategic process that prepares you for the sale or transition out of your business. It involves setting goals, understanding options, and developing a systematic plan. A plan that aligns not only with your business objectives but also your personal goals. Exit planning is crucial for maximizing your business's value — by identifying what’s driving value in your business and growing it, you can boost your eventual exit value. A successful exit plan offers direction and clarity, helping you make better decisions in the future. Effective exit planning can reduce your tax burden and ensure a successful transition, protecting the business's future success. Read Kyle Rudduck, CFA, CFP®'s exit planning guide for business owners here: https://lnkd.in/eSjd4TW3
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From inception to exit, this is what you need to know about integrating your business and personal finances: Week 1 → Jesse Porter, CFP® shared ideas to help you choose the right business entity. Week 2 → Kristin Carter, CPA talked strategies to reduce your taxes as a business owner. Week 3 → Shannon Lynch, CFP® covered how to pick the right retirement plan for your business. This week → Kyle Rudduck, CFA, CFP® is discussing how to plan for a sale of your business. The Manual is your resource for all this and more: https://lnkd.in/eb5esbNh
The Personal Finance Manual for Business Owners
manual.compoundplanning.com
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How do you choose between a SEP IRA and a Solo 401k? The Solo 401(k) can provide a greater tax advantage if you are a high earner and don’t have any employees because of its higher contribution limits. Plus, the Roth option allows for tax-free withdrawals in retirement. The SEP IRA's primary advantage is its simplicity and the ability to reduce taxable income through pre-tax contributions. Read Shannon Lynch, CFP®'s guide for business owners to learn more: https://lnkd.in/euyXk4yB