Hi, I’m Marcel Miu, the founder of Simplify Wealth Planning (SWP). I started SWP to help tech professionals like you master your money and live your best life.
I’ve been in your shoes: working hard in the corporate world with little time for anything else. Personal finances were falling by the wayside.
◆ The Six-Figure Struggle ◆
You're crushing it in tech, but your finances? That's another story.
→ Stock options and RSUs gathering dust
→ Tax implications that make your head spin
→ Retirement plans getting lost in the shuffle
Sound familiar?
◆ The High Cost of Financial Neglect ◆
• $10,000s potentially lost in tax oversights each year
• Your dream retirement pushed further away
• Sleepless nights worrying: "Am I making a huge mistake?"
• The gnawing guilt of neglecting your financial future
→ Every day of inaction could be costing you.
◆ Your Financial Lifeline ◆
I've walked your path - from New York finance trenches to decoding my own equity maze.
Now, I'm here to be your guide.
At Simplify Wealth Planning, we transform confusion into clarity:
• Unlock the hidden value in your equity compensation
• Slash your tax bill to ensure you only pay what you must
• Design a retirement strategy that lets you sleep soundly
• Secure your family's financial future
→ Imagine: Financial confidence without sacrificing your work-life balance.
◆ Beyond the Numbers ◆
Beyond the office, my world revolves around family, food, and joyful moments with my dog, Nellie. Every day, these passions remind me of the importance of cherishing the present while planning for the future.
◆ Let’s Connect ◆
Visit www.simplifywealthplanning.com for your free "Are You On Track" snapshot.
Stop wondering. Start thriving.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Chartered Financial Analyst (CFA)
Affiliations
CFA Institute
CFP Board
Fee Only Network
Flat Fee Advisors
National Association of Personal Financial Advisors
Click the 'Book Intro Call' button above to schedule a "Get To Know You Call". We'll discuss your unique circumstances and see how we can help. Our focus is on making it easy to unlock equity compensation gains, reduce taxes, and build wealth.
Offers Investment Management
Yes
About our Firm
Our clients earn everything from early-stage founder stock, restricted stock awards (RSAs), stock options (ISO and NSOs), RSUs (private and public companies), and ESPP shares.
SWP is proud to be a flat-fee wealth management firm. Transparent and easy-to-understand fees. Not based on how much money you have or how much we manage for you.
We work with clients locally in Austin, Texas and also serve clients virtually nationwide to:
✔️ Optimize Equity Compensation and Tax Outcomes
Our expert planning services simplify the process, helping you minimize taxes and prepare for future equity gains.
✔️ Build Your Future Nest Egg
Investment markets can be tricky to understand. SWP will be your guide and help you build an investment philosophy for growing your wealth.
We Go Above and Beyond
✔️ Insurance, estate planning, and budgeting can carry major implications but don't get the attention they deserve. We will guide you here.
Benefits of Working with Us:
1️⃣ Confidence
Financial planning decisions can have long-reaching implications. We'll put you on the right track.
2️⃣ Focus
Stay focused on your career and life. We’ll take care of the financial stuff.
3️⃣ Happiness
Enjoy the fruits of your labor and spend more time with family, friends and doing the hobbies you love.
4️⃣ Peace of Mind
Rest assured that your finances are in order and everything will be okay.
Education
Ohio University, B.B.A., Finance
Volunteer Experience
Marcel volunteers with FoodRescue US.
FoodRescue US is a non-profit organization that combats food waste and hunger by connecting food donors with social service agencies through a network of volunteers. They facilitate the transfer of surplus fresh food from restaurants, grocers, and other food providers to communities in need.
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