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Memento Financial Planning
Memento Financial Planning is a fee-only wealth management firm for equity compensation professionals, especially tech couples. It offers tax strategy, equity...
Overview
Memento Financial Planning is a fee-only wealth management firm for equity compensation professionals, especially tech couples. It offers tax strategy, equity planning, and financial plans built around clients' actual lives. The firm specializes in dual-income tech households navigating RSUs, ISOs, and ESPP, and operates on a fee-only fiduciary basis.
General information
Firm type
RIA
Location
City
Martha's Vineyard
Principals
T.J. van Gerven
fee-only fiduciary financial planner and founder
T.J. van Gerven
CFP®, founder
Frequently asked questions
Who are the key principals at Memento Financial Planning?
Key principals are not publicly listed. The firm does not appear to have disclosed its leadership, investment committee, or advisors in available records.
What regulatory framework governs Memento Financial Planning?
As an RIA, the firm or a state securities regulator, requiring adherence to fiduciary standards and periodic reporting.
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