Zach Smith

Zach Smith is a Personal CFO and advisor at Brighton Jones, where he helps individuals and families align their wealth with what matters most to them.

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He partners with clients to simplify financial decisions and navigate life transitions with confidence. With the resources of Brighton Jones behind him, Zach is able to support clients facing complex situations, including nuanced tax and equity compensation matters.

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His approach centers on building deep, long-term relationships and delivering advice that goes beyond investments, empowering clients to live a richer life.

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Zach Smith

Some of Fifteenth's partners

30/40 Wealth Partners

Equity Recipients

Holistic Financial Planning

Investment Planning & Management

Tax Planning

Ultra High Net-worth

30/40 Wealth helps tech professionals with $1M–$15M+ in equity compensation turn stock options, RSUs, and company stock into lasting wealth. We specialize in pre-IPO planning, liquidity events, and tax-optimized strategies for managing concentrated public company stock.

Financial Advisor / Planner

Wealth Manager

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Farther Finance

Equity Recipients

Investment Planning & Management

Wealth Management

Ultra High Net-worth

Holistic Financial Planning

At Farther, we empower individuals, families, and business owners to reach their financial goals with modern, personalized wealth management. Our experienced advisors blend advanced technology with expert guidance to offer comprehensive planning and investment solutions tailored to you.

Financial Advisor / Planner

Wealth Manager

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EquityFTW

Advice-Only

Estate Planning

Equity Recipients

Ultra High Net-worth

FIRE

We are a Fee-Only and an Advice-Only firm. Meaning we don’t earn commissions, and we don’t require management of your investments. We're based in Silicon Valley but serve people in tech everywhere.

Financial Advisor / Planner

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Flames Financial Planning

Investment Planning & Management

Tax Planning

Retirement Planning

Family Financial Planning

Trusts

Flames Financial Planning is a flat-fee, fee-only fiduciary firm built for people who want clarity, not complexity. We specialize in retirees with $1–5M and young high earners earning $300k+ who want their entire financial life working in sync. Investment management, financial planning, tax filing,

Financial Advisor / Planner

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Brighton Jones

Equity Recipients

Holistic Financial Planning

Investment Planning & Management

Tax Planning

Wealth Management

Brighton Jones provides Personal CFO advisory services to individuals and families. Our mission is to help clients Live a Richer Life, which goes beyond simply managing investments. Through our integrated planning process, we take the time to deeply understand your goals and your life, allowing us to provide advice that spans your entire balance sheet and income statement—just as a chief financial officer would for a company.

Wealth Manager

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Accountalent

Cash Flow/Budgeting

Controllership

Corporate Tax Return

Fractional CFO

Tax Planning

Accountalent is the Go-To tax and accounting solution for 5,000+ Startups. As trusted tax and accounting experts focusing solely on startups, we are here to make your finances easy to understand. Our focus is on income tax compliance, R&D Credits, and bookkeeping and we scale with our clients from Seed to C.

Accounting Firm

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Zach Smith

Zach Smith

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Some of Fifteenth's partners

30/40 Wealth Partners

Farther Finance

EquityFTW

Flames Financial Planning

Brighton Jones

Accountalent

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