Kris Barney, CFA

Wealth Management For Tech Professionals | Equity Compensation Expert

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30-40 Wealth Kris Barney, CFA
Cornelius, NC

Serving Clients Nationwide

Wealth Management For Tech Professionals | Equity Compensation Expert

Areas of Focus

  • Alternative Investments
  • Equity Compensation Options
  • Exit Planning
  • Investment Management
  • Taxes

About Me

Hi, I'm Kris Barney — founder and lead financial advisor at 30-40 Wealth.

After nearly a decade in Silicon Valley, I launched 30-40 Wealth in 2020 to help tech professionals navigate the complexities of stock compensation, tax strategies, investments, and financial planning. Like many in tech, I’m a bit of a geek — but my passion is using that energy to simplify financial decisions for busy, high-achieving professionals.

If you’re in tech, have stock comp, and juggle a demanding personal and professional life, let’s connect to see if I might be the right financial partner for you.

Professional Designations

  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Cornelius, NC 28031

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other, I'll answer your questions, and we can see if it might be a strong mutual fit. I look forward to speaking with you!

Offers Investment Management

Yes

About our Firm

At 30-40 Wealth, we help tech professionals make smart decisions with their stock options and RSUs and plan for their financial future.

We've advised clients on more than $500 million of equity-comp. You name it; we've helped clients navigate it dozens of times:
• Company Liquidity Event Plans (IPO, Tender, Acquisition)
• ISO/NSO Option Exercise Analyses
• Stock Comp Tax Optimization Plans
• Job Change Negotiation Strategies
• And so much more


WHAT WE DO

Holistic Financial Planning. As a tech professional with equity comp, you have unique financial planning needs. Your holistic financial plan covers the key aspects of your financial life, incorporating your equity comp into everything we analyze (tax strategy, investment portfolio, retirement plan, and more)!

Stock Comp Advice & Strategy . Whether your company is seed-stage or publicly traded, we help you understand the key decision(s) you need to make, analyze each path, and decide upon a plan that fits your goals.

Investment Management. You have significant wealth at an early age, lots of value in stock options/RSUs, and potentially angel, real estate, or PE/VC investments. That's unique, and you need an investment portfolio custom-built to flex around those elements. We got you!

Education

Miami University, BS, Finance

Hobbies and Interests

  • Animals
  • Exercising
  • Family
  • Football
  • Pickleball
  • Soccer

Who We Serve

  • Corporate Executives
  • Crypto Investors
  • Data Scientists
  • Dual Income Family
  • Engineers
  • Entrepreneurs
  • Gen X
  • Gen Y / Millennials
  • Sales Professionals
  • Technology Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.