Financial Advisors for
High-Earning
Tech Professionals
We help change the financial trajectory of our clients’ lives.
Financial Planning | Tax Planning | Equity Compensation | Cashflow Planning
Avier changed my approach to using Microsoft’s powerful DCP benefits, completely transforming our family’s financial trajectory.
Though I’m a fairly savvy investor, Avier’s guidance is invaluable.
They’ve been helpful understanding Microsoft benefits (particularly the deferred compensation program).
Testimonials were provided by current clients of Avier and are not representative of all clients’ experiences. The clients have not been compensated, directly or indirectly, to provide their testimonial, and we are not aware of any material conflicts of interest resulting from the clients’ relationships with us or their decision to provide their testimonial.
Companies We Work With
Popular Services
Microsoft DCP
Defer compensation to save and invest on a pre-tax basis.
Amazon RSUs
When your Amazon RSUs vest, it’s like Amazon just handed you cash.
Mega Backdoor Roth
Contribute after-tax dollars to your 401(k) and convert those dollars to Roth.
DISCOVER OUR TECH INDUSTRY INSIGHTS
We provide detailed guidance into compensation and benefits from major technology companies in the Pacific Northwest and beyond. Our experts love answering whatever additional questions you may have about offer letters, different forms of compensation and their vesting schedules, benefits, and anything else that can help you realize your personal financial goals while working in the tech industry.
HOW WE CAN HELP YOU
We have designed and refined our services over the years to meet the distinct financial advising needs of tech industry professionals, offering an integrated suite of services that put you – your career path, your compensation package, your goals – at the center.
FINANCIAL
PLANNING
COMPENSATION
PLANNING
CASH FLOW
PLANNING
TAX
PLANNING
INVESTMENT
ADVISORY
Recent Blog Posts
The L67+ Blueprint: Constructing Your Microsoft DCP Strategy
Reaching Level 67 at Microsoft is a major milestone, not just for your career, but for your...
Washington’s New Millionaires’ Tax: What High Earners Need to Know
If you live in Washington State and earn over $1 million per year, you’ve likely heard of the...
Microsoft Health Benefits Alert: Dependent Verification Required by March 6, 2026
If you’re a Microsoft employee with dependents enrolled in your medical, dental, or vision plan, there’s an important action item that must be completed by March 6th, 2026.
Microsoft is conducting a Dependent Verification Audit. If you currently have a dependent on your health plan, you are required to submit documentation to confirm your dependents’ eligibility. Missing this step could result in your dependent(s) losing coverage later this year.
READY TO GET STARTED?
Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.