FINANCIAL ADVISORS FOR CORPORATE EXECUTIVES
A one-size-fits-all suit is a bad idea. So is one-size-fits-all financial planning.
In the C-suite or executive space? Off-the-rack advice won’t cut it when you have stock options, executive compensation, and a complex financial life. Just like you have a team of experts at work, you need someone to act as your personal CFO to help manage your finances with strategy and precision.
Our Founder, President, and CFP®
Meet Your New Personal CFO
Our Founder, President, and CERTIFIED FINANCIAL PLANNER PROFESSIONAL®, RJFS Brian Sullivan, designed our services for executives like you. With an extensive background working for corporations, his approach to helping manage executives’ finances is broad and diverse, and he treats your life as if it’s a business of its own.
As your personal CFO, we’ll analyze cash flow, expenses, and long-term projections—so you can see how your wealth might evolve over the next 20, 30, or 40 years. Using top-tier providers like Raymond James®, BlackRock, Parametric, and JP Morgan, we help you bring cutting-edge financial strategies to your personal balance sheet.
HOW WE HELP EXECUTIVES
“It’s like having a butler for my finances.”
Bonus management. Career changes. Buying a vacation home. Paying for private school. Primary Financial Advisors can empower you to handle every life change – while working toward protecting and growing your wealth. Our team can help you:
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Deep-dive financial plans
Investment strategies
Tax planning and capital gains tax mitigation including direct indexing
Managing stock options and restricted stock awards (RSAs)
Determine retirement contributions
Charitable giving including Donor-Advised Funds (DAF)
Discuss and review trust and estate plans
Wealth planning
Buying vacation homes and investment properties
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Funding private school and college
Discuss and review estate plans, including trusts, medical proxies, and power of attorney
Care for aging parents
Leave a legacy
Purchase second homes and vacation properties
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Evaluating and modeling executive compensation
Help you negotiate employee benefits like insurance, deferred compensation, and stock options
Help mitigate concentrated equity positions
401k direct rollovers
Guide you after a layoff, including helping you maximize your severance package
Exploring impact of an acquisition or IPO
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Portfolio management
Sophisticated financial strategies, projections, and forecasting
Longevity planning
Long-term care planning
Buying, selling, or downsizing homes
Funding travel and hobbies
Purchasing “toys” like planes, boats, and cars
Identifying your next “career”
More Than
Financial Advice
A SUPPORT TEAM
Strategic Guidance. Anytime.
Markets shift. Careers evolve. Big decisions happen. We’re here for all of it. From bonuses and stock options to major promotions—or unexpected setbacks—you can call us. Or when the economy makes headlines and keeps you up at night…call us. Spending late nights at the office? Call us. No question is too small. No decision is too big.
A NETWORK OF SPECIALISTS
We’re in Excellent Company
When you become a client, you’ll get access to our curated network of professionals – people we’ve worked with for years. Need an accountant? An estate attorney? Someone to insure your dream boat or source a rare luxury gift? We help you connect to the right people, we’re happy to talk to them on your behalf, and we can include them in our financial planning conversations, too.
Your career never slows down. Neither do we.
AN ONGOING RELATIONSHIP
Detailed Assessment
We take a deep dive into your financial landscape so we can help you make strategic decisions.
Your Primary Plan
We craft a tailored, data-driven financial strategy to align with your career, assets, and goals.
Scheduled Meetings
We can meet monthly, quarterly, or as often as needed to adjust your plan as life and the markets change.
24/7 Support
We’re happy to schedule meetings or answer questions anytime – even weekends or late at night.
GET STARTED
A Financial Advisory Built
for the C-suite
Reach out to our team to schedule a no-commitment, 15-minute consultation.
The Primary Financial Advisors Blog
Resources to help you manage your finances in the boardroom and out of it.
