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les@grossmantalent.com
grossmantalent.com/our-team

(650) 387-0533

101 Jefferson Dr, Menlo Park, CA 94025
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Owl & Ore Wealth Planning

College Planning
Equity Recipients
Family Financial Planning
Retirement Planning
Wealth Management
Owl & Ore is a fee only financial planning firm, specializing in Family Financial Planning for employees who receive equity compensation packages.
Financial Advisor / Planner
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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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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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Morling Financial Advisors

Equity Recipients
Portfolio Management
Retirement Planning
Tax Planning
Ultra High Net-worth
Morling Financial Advisors (MFA) is a fiduciary wealth management firm dedicated to maximizing your financial well-being through comprehensive, personalized, and tax-smart strategies.
Financial Advisor / Planner
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Quanta

Accounting/Bookkeeping
Corporate Tax Return
Quanta is a full-service accounting platform built for growing software companies. We handle everything from month-end close to tax filing and cash flow management — no bookkeeper or external firm required. More than just software, we’re a hands-on partner as your company scales.
Accounting Firm
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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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