What they publicly say they do
Flat-fee online wealth management and tax planning service that pairs a dedicated advisor with CPAs; lists tax-loss harvesting, Roth conversions, donor-advised fund setup, and solar and charitable remainder unitrust strategies, plus tax filing.
Summary of public sources. Credentials: Online financial planning service; states its advisors work with CPAs. Source for location and credentials.
Strategies offered
- Charitable Remainder Trusts Public record source
- Donor-Advised Funds Public record source
- Solar Investment Credits Public record source
- Roth Conversions Public record source
- Tax-Loss Harvesting Public record source
Sponsors this advisor works with
None listed. We list a sponsor relationship only when a public source or the sponsor confirms it.
How this listing was made
We add an advisor when its own public pages show it offers a strategy in our library, and we link the page for each strategy shown. We list firms, not individual people. We do not score advisors, rank them, or say they are approved, vetted or recommended; a listing only says what the advisor publicly states. Read how advisors are listed.
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