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.

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.

Morling Financial Advisors (MFA) is a fiduciary wealth management firm dedicated to maximizing your financial well-being through comprehensive, personalized, and tax-smart strategies.

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.

We are an independent full-service wealth management firm built to serve entrepreneurs, investors and innovators.

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.