VO Verdant Oak
Modern financial office in Austin

Grow Your Wealth.
Enjoy Your Life.

Friendly, fiduciary financial planning tailored for Austin's tech innovators and their families.

Start Your Journey

Rooted in Austin, Growing with You

Serving clients since 2014, Verdant Oak Wealth was founded on a simple premise: financial advice shouldn't feel intimidating. We believe in warm conversations, clear strategies, and building a foundation that lets you sleep soundly at night.

Our specialization lies in working with startup early employees and tech entrepreneurs. We understand the unique challenges of tech compensation. In fact, our proprietary Restricted Stock Unit (RSU) liquidation modeling has helped dozens of clients maximize their equity while minimizing tax burdens during IPOs or acquisitions. You can read more about our approach to equity compensation here.

As Certified Financial Plannerā„¢ professionals, we act as fiduciaries 100% of the time. No hidden fees, no confusing jargonā€”just genuine partnership.

0M+ Assets Managed
0+ Families Served
0 Yrs Experience
Financial advisors collaborating on a plan

CFPĀ® Certified Professionals

How We Help You Thrive

Comprehensive solutions designed to bring clarity to your financial life.

Financial planning meeting

Holistic Planning

We map out your entire financial ecosystem, from cash flow management to retirement projections, ensuring every dollar has a purpose.

  • Goal-based roadmapping
  • Tax optimization strategies
Investment charts and data

Investment Management

Evidence-based portfolio construction tailored to your risk tolerance and time horizon, keeping costs low and diversification high.

  • Custom asset allocation
  • Ongoing portfolio rebalancing
Tech entrepreneur reviewing equity

Tech Equity Strategy

Navigate the complexities of ISOs, NSOs, and RSUs. We provide actionable timelines for exercising and selling to prevent concentration risk.

  • RSU liquidation modeling
  • Alternative Minimum Tax (AMT) planning

Let's Start a Conversation

Whether you're dealing with a recent liquidity event or just want a second opinion on your portfolio, we're here to listen.

Office Hours: Mon-Fri, 9am - 5pm CT
Serving: Austin, TX & Virtual Clients Nationwide

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