How is New Wave different from other financial advisors?

At most firms, your financial life ends up split between multiple professionals, one person managing your investments, another preparing your taxes. That separation often leads to disjointed advice and missed opportunities unless you spend time coordinating everything yourself. At New Wave, we bring those pieces together. Led by Greg Meyer, a dual-credentialed CPA and CFP®, we provide integrated financial planning, investment management, and tax strategy under one roof. Our comprehensive financial advising service includes your tax planning as well as your annual tax return filing, ensuring your investment strategy and tax plan are perfectly aligned.

Yes. We are a fee-only fiduciary firm. This means we are legally obligated to act in your best interest at all times. We do not accept commissions. Our advice is objective and designed solely to help you achieve your financial goals.

I have RSUs, ISOs, NSOs, or ESPP shares. Can you help me with them?

Absolutely. We specialize in working with tech professionals who receive equity compensation and often hold concentrated stock positions. Whether you're at a high-growth startup or a major public tech company like Google, Meta, or Apple, we help you navigate vesting schedules, AMT considerations, liquidity planning, and diversification strategies aligned with your goals.

How do you handle concentrated stock positions?

Concentrated employer stock can create unnecessary risk. We help you determine the right balance between maintaining exposure and diversifying to protect your long-term goals. Depending on your situation, we may use tax-smart strategies such as: Tax-loss harvesting through a direct indexing portfolio, Charitable giving via a Donor-Advised Fund (DAF), Strategic selling based on cash needs, vesting schedules, and risk tolerance. Our goal is to maximize the value of your equity while creating a long-term strategy that reflects your personal priorities.

What is your investment philosophy?

We design and manage investment strategies tailored to your risk tolerance, goals, and time horizon. Our approach is grounded in low-cost, tax-efficient investing, with a focus on the factors we can directly control: Broad-based diversification, Keeping fees and expenses low, Ongoing tax-minimization strategies.

How does your pricing work?

We believe in a modern, transparent pricing model that delivers more value than the traditional 1% AUM model. For comprehensive ongoing advising, our fee is $2,250 per quarter plus 0.35% on assets managed. This fee includes: Comprehensive Financial Planning, Investment Management, Annual Tax Preparation (Personal), Tax planning, Equity Compensation Strategy, Unlimited access to our team year-round.

Why do you structure your fees this way?

We structure our fees this way to provide a high-touch, white-glove experience without the excessive costs that often come with traditional percentage-based models as your portfolio grows. By pairing a fixed planning fee with a lower asset-management fee, we keep pricing transparent, client-friendly, and aligned with your long-term success.

I'm busy and don't have time for constant meetings. How does the process work?

We understand that our clients have demanding careers and full lives. Our process is designed to take the tax and financial management administration off your plate. We typically hold three structured review meetings per year to keep your plan updated, with unlimited access for questions in between, whether you're considering buying a home, evaluating a job offer, or navigating a major financial decision. For added convenience, all meetings are held virtually through Zoom or Google Meet. We also use digital dashboards and modern tools to give you real-time visibility with minimal effort.

What should I expect as a new client?

We start by gathering your financial and tax information, reviewing your current situation, and discussing your goals. From there, we build a customized plan and roadmap for moving forward. After the introductory call, onboarding typically involves two planning meetings to establish your strategy and ensure every aspect of your tax and financial life is accounted for.

Do you work with people outside of tech and creator economy?

Yes. While we specialize in tech professionals and the creator economy (YouTubers, influencers, and consultants), we serve a wide range of clients. Our expertise is particularly valuable for anyone with complex income structures, such as multi-stream income, self-employment, or irregular cash flow.

Transparent pricing.
No surprises.

Most advisors charge 1% of assets and leave taxes to your CPA. We do both - at a lower cost, fully integrated.

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Fixed Fee + Small 0.35% AUM

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Annual Tax Return Included (a $1,000+ value)

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Comprehensive Planning With a CPA + CFP®

Fee-only: We do not receive referral fees or commissions

One-Time Financial Plan

Stand alone planning designed to get you going in the right direction

$4,500 one-time fee

No investment management or tax prep

What You Get:

Financial plan development

Action plan with prioritized next steps

Includes two (1hr) planning meetings

See how we compare

Typical Advisor

Typical CPA

Financial Planning & Retirement Strategy

Yes

Sometimes

Investment Management

Yes

Tax Preparation

Yes

Tax Planning

Yes

Sometimes

Equity Compensation Planning

Yes

Sometimes

Transparent pricing. No surprises.

See how we compare

Transparent pricing.
No surprises.