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Strategic Financial Planning for Corporate Executives

"When is the optimal time to exercise my stock options?"
"How can I minimize the tax impact of my equity compensation?"
"How do I integrate my executive benefits with my overall financial plan?"
"How should I balance my RSUs, options, and other compensation elements?"
"What's the best strategy for diversifying away from concentrated stock positions?"

Your situation is complex

We understand the unique challenges you face with your stock options and deferred compensation. Our systematic planning process provides clarity and confidence. Let us help you make informed decisions that align with your long-term financial goals.

The Quarry Hill Difference

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BedrockTM Planning Process

Unlike reactive financial management, our seasonal planning approach ensures every aspect of your financial life receives focused attention throughout the year:

  • Spring Focus: Retirement projections and investment strategy alignment
  • Fall Focus: Tax optimization and estate planning
  • Year-Round: Equity compensation monitoring and opportunity identification
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Equity Compensation Expertise

We help you make confident decisions about:

  • Stock Options: Determining optimal exercise timing and tax strategies
  • RSUs: Creating disciplined vesting and diversification plans
  • ESPPs: Maximizing the benefit of company purchase programs
  • Deferred Compensation: Aligning elections with your overall financial strategy
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Integration Across Your Financial Life

Our approach connects all elements of your financial situation:

  • Linking compensation decisions to retirement planning
  • Coordinating tax strategies with investment management
  • Aligning estate planning with wealth accumulation goals

4 Steps To Get Started

1

Discovery Consultation

Tell us about your situation. We learn about your unique compensation structure, equity holdings, and career trajectory. This focused conversation helps us understand your specific challenges and goals as an executive, from managing stock option decisions to balancing company loyalty with diversification needs.

2

Custom Strategic Assessment

Get answers and clarity. We analyze your executive compensation package, equity holdings, and overall financial picture to identify specific optimization opportunities. For executives, this includes detailed equity compensation analysis, tax projection scenarios, and retirement modeling based on your unique compensation structure.
3

Decision & Planning

Think about it. Review our recommendations and discuss them with key stakeholders. As an executive, you'll see clearly how our proposed strategy addresses your specific challenges, from optimizing deferred compensation elections to managing concentrated stock positions in a tax-efficient manner.
4

Implementation & Optimization

Don't do it alone. Save time and energy with a true partner. Our team executes your plan with precision, coordinating with your HR department, tax professionals, and legal advisors as needed. We proactively monitor important dates for equity vesting, option expiration, and compensation elections, ensuring no opportunities are missed as your career evolves.
Take a closer look at the steps →

A few words from our trusted clients

We are extremely impressed with the personalized, professional service and advice we receive from Quarry Hill. They have expertly tailored their advice to suit our situation and future needs.

We felt very comfortable entrusting our finances to them and their team and trusting you to guide us in the right direction.

Their experience on our behalf is only exceeded by the concern and professionalism you share in every conversation. Thank you.

- Chris H.
We have been very happy with [the team at] Quarry Hill Advisors. [Their] practical methodical approach immediately builds confidence. Since working with [them], we are much more comfortable with our short and long term financial position.
- Brandon B.
We are so appreciative of Quarry Hill Advisors for helping us manage our finances. We were beyond clueless when it came to all things retirement, budgeting, and financial strategy, [The Quarry Hill team] helped us feel confident, welcomed, and informed. I learned more in ten minutes about financial wellness than any information that I had prior. Ourselves--and our future selves!--are grateful.
- Brian O.

The marketing materials presented on this website include testimonials that serve as reviews of Quarry Hill Advisors’ products and services. Quarry Hill Advisors does not compensate clients for reviews or testimonials, and Quarry Hill Advisors does not provide anything of value in exchange for these reviews. Quarry Hill Advisors has determined that there are no material conflicts of interest between the firm and the participant, and Quarry Hill Advisors has not influenced the statement made by the client(s) appearing on this website.

Want to start your journey towards financial freedom?
Set up your discovery meeting.