Morling Financial Advisors
Financial Advisor / Planner, Wealth Manager, Law Firm and Accounting Firm specializing in Special Needs, Advice-Only, Controllership, Equity Recipients and College Planning
Morling Financial Advisors (MFA) is a fiduciary wealth management firm dedicated to maximizing your financial well-being through comprehensive, personalized, and tax-smart strategies. We go beyond basic investment management, offering deep expertise in complex areas like equity compensation (stock options, RSUs), tax planning, alternative investments, and international/cross-border financial complexities. Our tailored services and diverse expertise ensure we are always working in your best interest to create a customized financial road map that aligns your wealth, taxes, and goals through every stage of life.
About Victor Huang
Victor joined Morling Financial Advisors in 2015 and serves as a Lead Financial Advisor. He is responsible for financial planning and client services. Prior to joining MFA, Victor worked for Lending Club and Northwestern Mutual. He also had extensive experience in working with nonprofits. Victor attended William Jessup University. In his free time, Victor spends his free time enjoying good food with friends, CrossFit and cheering on the Golden State Warriors and San Francisco 49ers.
30/40 Wealth Partners
Hi, I'm Kris Barney — founder and lead financial advisor at 30/40 Wealth. After nearly a decade in Silicon Valley, I launched 30/40 Wealth in 2020 to help tech professionals navigate the complexities of stock compensation, tax strategies, investments, and financial planning. Like many in tech, I’m a bit of a geek — but my passion is using that energy to simplify financial decisions for busy, high-achieving professionals. If you’re in tech, have stock comp, and juggle a demanding personal and professional life, let’s connect to see if I might be the right financial partner for you.
Morling Financial Advisors
Morling Financial Advisors (MFA) is a fiduciary wealth management firm dedicated to maximizing your financial well-being through comprehensive, personalized, and tax-smart strategies.
Owl & Ore Wealth Planning
Owl & Ore is a fee only financial planning firm, specializing in Family Financial Planning for employees who receive equity compensation packages.
Think Different Financial Planning
Think Different Financial Planning was founded to help people in tech take control of their finances. Our flat fee is simple, transparent, and not tied to how much money you have. You always know exactly what you’re paying. We take the time to understand the full picture of your financial life — helping you maximize savings, minimize taxes, optimize investments, and stay on track toward your goals. Rather than trying to beat the market, we use low-cost, tax-efficient investments that are designed to track the market and build long-term wealth.
Want to work together?
We partner with wealth advisors and financial planners to offer clients a streamlined, cost-effective, and enjoyable tax experience. See how Fifteenth can integrate with your offering and give your clients the gift of visibility.
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