The Equity Evolution
Comprehensive Financial Planning for Equity Compensated Tech Professionals
Empowering you to make better-informed decisions and achieve your goals
DRS Financial Partners is a fee-only and fiduciary firm, and working alongside you.
Reach out, if you have any questions or want to see if working with DRS could be a good fit for you.
Throughout our partnership, I want to provide you with knowledge and tools you need to be independent.
Navigate Through Your Equity Decisions
Equity compensation is confusing and complicated, just like the rest of your life. From exercising options to selling different buckets of company shares, I'll work closely with you to achieve your goals through a tax-efficient and risk-conscious lens.
Leading With Education
"I don't know what I don't know." It's the number 1 thing I hear when meeting with someone for the first time. Understanding how "all of this" works is step one in making smarter financial decisions today and avoiding missteps in the future.