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Offices

Menlo Park, CA
Virtual

Types

Financial Advisor / Planner

Specializations

Equity Recipients
Home Buying
Investment Planning & Management
Ultra High Net-worth
Wealth Management
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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.

Intro video

Pricing structure and overview

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Fees are subject to change. 
Contact this advisor for their most up to date fees.

Additional links

Team members

Will Steinberger

CEO

CFP®

During my wealth management career, I’ve developed specialized expertise in the unique financial needs of Silicon Valley professionals.

Related partners

30/40 Wealth Partners

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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.

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EquityFTW

Advice-Only
Estate Planning
Equity Recipients
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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

Farther Finance

Equity Recipients
Investment Planning & Management
Wealth Management
Ultra High Net-worth
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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
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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