About WealthBound
About WealthBound Advisors: Fee-Only Financial Planning
Too many high-income professionals are making expensive financial decisions in isolation—or worse, avoiding them entirely. We built WealthBound to change that.
The problem we saw
High-income professionals are underserved by traditional financial advice. The wealth management industry is built for retirees with accumulated assets, not for 35-year-olds with complex compensation packages and big decisions ahead.
The result? Smart people making tax-inefficient choices, leaving equity on the table, and working with advisors who don't understand their situation. They feel "behind" despite making more money than they ever imagined.
We started WealthBound to be the advisor we wished existed—one that focuses on the decisions that actually move the needle, not just portfolio allocation.
Our philosophy
What guides our work
Coordination over fragmentation
Financial decisions don't happen in isolation. Your equity comp affects your taxes. Your taxes affect your investments. We see the whole picture.
Proactive over reactive
We'd rather model a decision before you make it than analyze what went wrong after. Planning happens year-round, not in April.
Clarity over complexity
Our job is to make complex situations feel manageable. If you leave a meeting more confused than when you arrived, we've failed.
Aligned incentives, always
We're fee-only. No commissions, no product sales, no assets-under-management minimums. Our only incentive is your success.
Our credentials
Fee-only RIA. Fiduciary. WealthBound Advisors is a Registered Investment Advisor. We are legally obligated to act in your best interest—always.
Specialized in tax-aware planning and equity compensation. Our focus is on the decisions that actually move the needle for high-income professionals—not generic portfolio management.
We maintain relationships with leading tax attorneys, estate planners, and insurance specialists to ensure our clients have access to the full range of expertise they need.
Based in Scottsdale, Arizona. Serving clients virtually nationwide.
What we're not
We're not portfolio managers obsessed with beating the market. We believe in evidence-based investing, but we know that asset allocation is rarely the biggest lever for high-income professionals.
We're not salespeople. We don't earn commissions, sell insurance products, or get kickbacks from fund companies. If we recommend something, it's because we believe it's right for you.
We're not for everyone. If your financial situation is straightforward, you probably don't need us—and we'll tell you that upfront.
Interested in learning more?
Start with a conversation. We'll be honest about whether we can help.
Schedule Your Intro Call