Compound

Our approach to wealth management blends the personal touch of a trusted advisor with a beautiful digital experience. We are your family office — a single place to manage your taxes, investments, borrowing and more. We support your goals and help you make better financial decisions so you can focus on what matters most. With over $1 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.