Marcel Miu, CFA, CFP®

Giving Tech Professionals Financial Clarity Fast. Flat and Transparent Fees.

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Simplify Wealth Planning Marcel Miu, CFA, CFP®
Austin, TX

Serving Clients Nationwide

Giving Tech Professionals Financial Clarity Fast. Flat and Transparent Fees.

3 Certified Advisor Reviews™
5 out of 5 Stars
Rate this Advisor

Areas of Focus

  • Employee Stock Options
  • Equity Compensation Options
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

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 ◆

Are you on track for financial success? Visit www.simplifywealthplanning.com for your free "Are You On Track" snapshot to find out.

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

Primary Location

Austin, TX 78701

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • One-time Financial Plan

What to expect in the first meeting

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.

You don’t need to move your money to us for us to help you. We know handing over the reins can be tough, no matter how many safety measures are in place. Our flat fee model uniquely positions us to serve people like 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.

Hobbies and Interests

  • Animals
  • Cooking
  • Family
  • Gardening
  • Grilling
  • Reading
  • Sports
  • Volunteering
  • Wine
  • Working Out

Who We Serve

  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Individuals
  • Parents
  • Technology Professionals
  • Young Families

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.

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Thoughtful Financial Advisor for Equity Compensation Clients

✅ Wealthtender Certified Advisor Review™
Jan 14, 2025
As a tax preparer specializing in equity compensation, I’ve had the privilege of working with Marcel. I am impressed by his dedication to understanding each client's situation in order to provide a thoughtful, holistic approach to their financial life. He explores the complexities surrounding equity compensation, from stock options to RSUs, and takes the time to tailor strategies to each client’s unique needs. Marcel is collaborative, ensuring tax implications are integrated into overall financial plans. Clients can count on consistent communication, attention to detail, and genuine care for their financial success.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This endorsement was provided by Amber, a CPA who collaborates with Simplify Wealth Planning on client cases involving tax and equity compensation strategies. Amber is not a client of Simplify Wealth Planning, and no compensation was provided for this endorsement. The views expressed are their own and based on their collaborative experience working with our firm.
Avatar for Amber
Amber

Great Insight on Tech Equity Compensation

✅ Wealthtender Certified Advisor Review™
Jan 13, 2025
Marcel helped me evaluate multiple equity compensation offers for a late stage startup I was interviewing with which led to me accepting an offer best aligned to my financial goals. His insights demonstrated strong knowledge of the VC and tech landscape and helped model through various exit scenarios and tax implications. Marcel was extremely professional, responsive, and personable throughout all communications. I’d highly recommend working with Marcel.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: The individual was not a client and no fees were charged for this one-time assistance.
Avatar for Michael
Michael

Trustful, personalized advice

✅ Wealthtender Certified Advisor Review™
Jan 13, 2025
Marcel is very knowledgeable and adapts himself to the unique needs of the customer. With Marcel’s help, I was able to create a family plan that addresses my specific concerns and goals. I enjoyed the process and found it very easy to communicate and collaborate with Marcel.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Alon
Alon