Helping Millennials with Tax Strategy and Equity Compensation for a Flat Fee. I transitioned into financial planning from the tech world, where I also held a mix of equity grants. Like many of my clients today, I was excited to own part of the companies I helped build. But that excitement quickly turned to confusion when it came time to actually develop a strategic plan. I understood that things like the Alternative Minimum Tax existed, but what I really needed was a holistic strategy — something that connected my equity decisions with my broader financial goals. My own experience is what inspired me to found Presidio Advisors. Today, I help Millennials and tech professionals gain clarity and confidence around their equity compensation and path toward financial independence. Building deep, long-term relationships with my clients is what gets me up in the morning. I’m based in Denver, CO and serve clients virtually across the U.S.
Asset management
Discretionary
How Josh charges
$15,000
10 Reviews
From verified clients
Reviews marked Advisor Certified from Wealthtender were first posted publicly on Wealthtender. For each one, the advisor certified the reviewer is a current or former client and answered the disclosure questions; FiduciaryCheck did not contact the reviewer. Each was approved by the firm's compliance reviewer before publication. The advisor must answer for every review on their Wealthtender profile; reviews the advisor certified as not from a client are excluded.
Client names are displayed as “John S.” to protect their privacy.
Client reviews will be verified by Fiduciary Check before publication.
The advisor will be asked to confirm if the client is a current or former client (the advisor will not see your review during this step).
Client disclosure responses regarding compensation and conflicts of interest will be visible with the review.
Advisors fairly compensate Fiduciary Check for providing an objective, third‑party review platform through their monthly subscription.
Fiduciary Check does not earn based on the number of reviews an advisor receives or by the outcome of the reviews; subscription fees remain the same regardless of review volume or review content.
If an advisor chooses not to maintain their membership, reviews will no longer be publicized on their profile, as only active members are eligible to display verified client feedback.
Advisors with reviews available to the public are committed to having reviews available for at least 1 year and cannot turn off public reviews unless a full year has elapsed or they do not maintain a membership with Fiduciary Check.
Advisors may not selectively choose which reviews are published under any circumstances. Advisors must show all reviews that have been verified by Fiduciary Check, or no reviews at all.
No public documents available
Verified fiduciary status
This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what is best for you.