compound @Compound

Compound manages $4B+ for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor and a beautiful digital experience. compoundplanning.com Joined February 2010

Tweets

3K
Followers

12K
Following

0
Likes

152

compound @Compound

a year ago

Not many people enjoy paying a big tax bill on 4/15 But it stings much less when you: 1. Know it is coming 2. Mitigate it as best as possible 3. Avoid underpayment penalties 4. Have cash set aside ready to go

0 1 10 8K 2

compound @Compound

a week ago

Two @Compound advisors — Nicholas Garcia (SF) & Tara Shulman (NYC) — were named to the 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State list Congrats to both! Well deserved recognition for the work they do with founders, early employees & execs compoundplanning.com/newsroom/2025-…

1 0 2 308 0

Download Image

compound @Compound

a month ago

🔔 Figma’s going public Join us today at 4pm ET / 1pm PT to learn everything you need to know ahead of the IPO: compoundplanning.com/events/everyth… This is a can’t-miss Compound Conversation for current and former Figma employees — or anyone with an IPO on the horizon

1 0 1 578 0

compound @Compound

a month ago

We’re so proud to be recognized by Financial Advisor Magazine as one of America's Top RIAs, and ranked #5 on their list of 50 Fastest Growing RIAs for 2025. It’s the second year in a row we’ve been featured on both lists. For the past two years, we’ve seen serious momentum: In…

0 0 3 490 0

Download Image

compound @Compound

a month ago

Figma IPO incoming Join our next Compound Conversation to learn everything you need to know about Figma going public compoundplanning.com/events/everyth…

1 0 1 447 0

compound @Compound

a month ago

New Manual just dropped: The Complete Guide to Navigating Secondary Tender Offers: A Step-by-Step Decision Framework manual.compoundplanning.com/chapters/navig…

0 0 0 285 0

compound @Compound

2 months ago

The One Big Beautiful Bill Act was signed into law on July 4, 2025. For founders, early employees, business owners, and high-net-worth families, this new law brings a mix of permanent tax relief, temporary planning windows, and unexpected curveballs. ⏪ Some changes are…

1 0 0 653 0

compound @Compound

2 months ago

50+ advisors and counting — meet our 8 newest advisors, including a $120M+ team See who joined 👇 compoundplanning.com/newsroom/50-ad…

2 0 2 3K 1

Download Image

compound @Compound

3 months ago

Are your eyes glued to the stocks app? Do you maybe track dips and rises a little too closely? It’s important to pay attention — but you don’t want to make emotional choices on daylong changes. Our goal is to help you focus on the big picture. Track your progress based on…

0 0 6 2K 4

Download Image

compound @Compound

6 months ago

Last week, Eric Flynn took the stage at the @barronsadvisor Independent Summit to talk about “The Generational Shift: Navigating the Next Wave of Clients & Talent" He shared insights on (1) how client expectations are evolving, (2) what advisors need to stay ahead, and (3) how…

1 0 9 848 0

Download Image

compound @Compound

6 months ago

Want to learn more about 1031 exchanges and how they might benefit you? Join us to dive into everything you need to know about 1031 Exchanges: rules, regulations, benefits, and more. 🗓️ Date: March 19, 2025 🕚 Time: 11am PT / 2pm ET compoundplanning.com/events/everyth…

0 0 1 820 0

compound @Compound

6 months ago

It’s a big day — we’ve passed $3 billion in AUM, and we brought seven outstanding financial advisors on board. Four of our new team members, an advisory group that previously managed $1.2B, also opened Compound’s new office in Des Moines. Meet the Des Moines team, each with…

0 0 5 3K 1

Download Image

compound @Compound

6 months ago

Is your wealth diversified? Or do you keep a huge slice of it in one or two stocks? It doesn’t matter if your concentrated position comes from: → Equity compensation → Inheritance → Long-term investments The thing about concentrated positions is that they can build wealth,…

0 0 0 636 0

Financial Planning @finplan

7 months ago

The popularity of private credit investments has thrown a variable into their growth equation, argues Steve Dean of @Compound. Here's what advisors should know. #privatecredit #investmentstrategies #privatelending bit.ly/41bnuXs