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Owl & Ore is a fee only financial planning firm, specializing in Family Financial Planning for employees who receive equity compensation packages.
About Greg Gorski
With over 18 years of financial planning experience, Greg prides himself as a financial fiduciary who enjoys educating clients on the topics that make financial success easier to obtain. His goal is to help his clients define and understand their goals so they can identify what needs to be done to achieve them. By doing the heavy lifting for clients, they are able to spend less time thinking about money and more time on the things that make them happy.
30/40 Wealth helps tech professionals with $1M to $15M+ in equity compensation turn their stock options, RSUs, and company stock into lasting wealth — without overpaying on taxes or making costly mistakes.
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 is a fee only financial planning firm, specializing in Family Financial Planning for employees who receive equity compensation packages.
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.
