Washington Avenue Advisors
Wealth Management
A financial plan built around your equity and your exit, not a generic retirement plan.
We build a full financial plan around your actual balance sheet — most of which is illiquid until the exit happens — and keep it current through the liquidity event and past it.
Who it’s for
Founders and executives who need a personal financial plan built around their equity position and exit timeline, not a plan built for a salaried employee’s 401(k).
What’s included
- Cash flow, liquidity, and emergency funding
- Tax planning, coordinated with your tax professional
- Risk management and insurance review (medical, disability, life)
- Debt management strategy
- Investment allocation and management tied to your goals
- Estate planning, facilitated with legal counsel
- Private investment vetting (PE, venture) — accredited investors only