Your taxes, investments, and financial plan. All in one place.
Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.
Common blind spots we help clients uncover
Most people don't know what they're leaving on the table until someone shows them. Select the situations that sound like you.
Click any that apply to your situation:
I have RSUs or stock options vesting and I'm not sure when to sell
Common for: tech employees at public or pre-IPO companiesHolding too long creates concentration risk. Selling at the wrong time can mean unnecessary capital gains taxes or missed AMT planning windows. Most people default to "I'll figure it out later" and end up overpaying.
We build a custom trading plan tied to your vesting schedule, tax brackets, and financial goals. We model the tax impact of different sell timelines so you can make decisions with real numbers, not guesswork.
I'm paying a CPA, a financial advisor, and doing some of it myself
Common for: high earners juggling multiple financial professionalsWhen your CPA, advisor, and you aren't coordinating, things fall through the cracks. Your advisor recommends a Roth conversion, but your CPA doesn't know until April. Nobody is looking at the full picture together.
Your financial plan, investment portfolio, and tax returns are managed by one team that talks to each other daily. When we make a planning recommendation, the tax implications are already accounted for.
I live in New York or California and I'm not sure my taxes are optimized
Common for: tech professionals in high-tax statesState tax rules around equity compensation, deferred comp, and sourcing are complex and vary dramatically. Generic tax prep software and even many CPAs don't catch state-specific optimization strategies.
We prepare taxes for hundreds of clients in NY and CA. We know the state-specific rules deeply and proactively plan around them. Year-end tax projections mean you're never surprised by your bill.
I make good money but I'm not sure I'm building wealth efficiently
Common for: high-income earners in their 30s and 40sHigh income doesn't automatically mean growing wealth. Without a strategy for which accounts to fund, when to convert, and how to invest tax-efficiently, a significant portion of your earnings gets lost to drag you could have avoided.
We build a coordinated plan: max out the right retirement accounts, implement backdoor Roth strategies, optimize asset location across taxable and tax-advantaged accounts, and make sure your cash isn't sitting idle.
I'm approaching a big life event and I don't have a financial game plan
Common for: people buying homes, having kids, or expecting a liquidity eventMajor transitions create a cluster of financial decisions that compound on each other. The timing of a home purchase affects your tax situation, which affects when you should exercise options, which affects your cash flow plan. Most people handle these in isolation.
We model the full picture: how does this purchase or event ripple across your taxes, investments, cash flow, and long-term plan? You make the decision once, with confidence, instead of second-guessing it for years.
I manage my own portfolio but I'm not sure it's tax-efficient
Common for: DIY investors using Schwab, Fidelity, or VanguardEven solid investment picks can underperform when they're in the wrong account types. Tax-loss harvesting, asset location between taxable and retirement accounts, and rebalancing discipline are where most self-directed investors leak value over time.
We construct portfolios with tax efficiency as a core input, not an afterthought. We harvest losses systematically, place assets where they're most tax-advantaged, and rebalance without letting emotions drive the timeline.
"Brooklyn Fi has completely revolutionized financial planning. By providing us with a financial plan completely tailored to our lifestyle and our needs, we have the confidence that we can meet our goals and do it in a way that works for us! Also, their podcast is fire."
Why tech professionals choose us
Complexity is our specialty. We live the same life you do, and we've built a team that understands the financial landscape of the modern tech worker.
Equity Compensation Experts
RSUs, ISOs, NQSOs, restricted stock. We build strategies around your vesting schedule, tax brackets, and concentration risk so you keep more of what you've earned.
Taxes, Planning, and Investments Together
Most firms silo these services. We integrate tax preparation, financial planning, and portfolio management into a single coordinated relationship. That's rare.
A Real Team Behind You
You get a dedicated financial planner supported by a team of investment specialists, CPAs, and service professionals. Not a solo advisor juggling everything.
Built for Modern Life
100% remote. Deep expertise in NY and CA tax law. Whether you're navigating a liquidity event, buying a home, or starting a family, we've guided hundreds of clients through it.
Fee-Only Fiduciary
We don't earn commissions. We don't sell products. Our only incentive is making sure your financial plan works for you. That's what fiduciary means in practice.
Female-Founded, Inclusive by Design
We work with all types of folks and all lifestyles. Married couples, individuals, same-sex partners. Everyone gets the same thoughtful, judgment-free planning.
How we compare
Most firms offer pieces of the puzzle. We put it all together under one roof.
| BKFi | Similar Fee-Only Firm |
DIY + Robo Advisor |
Traditional Advisor |
|
|---|---|---|---|---|
| Diversified, tax-efficient portfolio | ||||
| Advice on major life decisions | — | — | ||
| Ongoing financial planning subscription | — | — | ||
| Tax return preparation and filing | — | — | — | |
| Custom stock option trading and tax plan | — | — | — | |
| Year-end tax projections and planning | — | — | — | |
| Life planning combined with deep tax expertise | — | — | — | |
| In-house business tax filing and bookkeeping | — | — | — |
Knowing your taxes, investments, financial planning, and business planning are handled in one place...that's the Brooklyn Fi difference.
What our clients say
Despite the dramatic ups and downs of my company's stock post-IPO, I'm calm and grateful knowing we've built a trading plan that will support our big-picture financial goals.
- Jackson and Holly, Brooklyn, New York
I found my way to BKFI during an extremely stressful and difficult time both financially and personally. (And of course, those two are linked.) I had both urgent financial issues to triage and was also at a crossroads for many life decisions. I also had a lot of "maturing" I needed to do in terms of how I handled my finances and I was extremely resistant to change. From my very first conversation with my planner and every conversation since, I've experienced an unbelievable level of support, expertise, and guidance. We immediately came up with a plan to address the most pressing issues while also looking ahead to the kind of life I wanted to build - something I had never stopped to ask myself. I didn't expect financial planning to be such a personal, emotional journey, and I could not be more thankful to be in the hands of BKFI. I now not only have a plan in place for long-term financial freedom but I also have ongoing guidance & support from people I trust, which is invaluable.
- Jenny, Brooklyn, New York
All testimonials and/or endorsements have been provided by real current and/or former clients. No current or former client was compensated, directly or indirectly, for providing these statements. Brooklyn FI, LLC gained each client's permission to publish their testimonial/endorsement.