Samuel Deane, MBA
Financial advisor for tech founders and employees.
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Deane Wealth Management
Samuel Deane, MBA
Atlanta, GA
Serving Clients Nationwide
Financial advisor for tech founders and employees.
Areas of Focus
- Career
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Owning a Business
- Taxes
About Me
Samuel Deane is a financial planner, entrepreneur and the founder of Deane Wealth Management, an independent investment advisory firm for Millennials in technology. After spending some time working in an industry traditionally reserved for wealthy retirees, Samuel realized that he could provide wealth management and financial planning services more efficiently for his generation. He has worked with clients from well-known companies, like Stripe, Coinbase, Airbnb, Spotify, Twilio, Etsy and more. Samuel's expertise has allowed him to help clients pay less in taxes, take sabbaticals, pay off debt, and ultimately become financially independent.With a passion for improving the lives of those around him, Samuel provides both practical and relatable financial advice to startup founders and hardworking young professionals in the tech industry.
After college he found myself wanting to learn more about the intricacies of business and decided to pursue an MBA while simultaneously stepping into the finance industry. As he moved through two unique experiences, he began to take note of the culture and business models many well-known firms were founded on, quickly realizing how outdated these values were in the eyes of his generation.
All while having these profound realizations, he met my wife, who concurrently gave him a first-hand perspective on the financial life of a Millennial in tech. My observations combined with his wife’s firsthand experience confirmed the large opportunity I had noticed in the tech space.
He then became committed to creating a wealth management firm that addresses the needs, constraints, concerns, and opportunities that are inherent to the niche group of millennials in the tech industry who experience specific pain points.
Samuel has become a financial expert and a go-to resource for national media outlets. In addition to being named as Investopedia’s Top 100 Most Influential Financial Advisors in 2020, he has also been mentioned in the Wall Street Journal, Forbes, CNBC, Investment News, and many more. Samuel is a coveted speaker and loves spreading his wisdom on entrepreneurship, personal finance, and smart investing with his community.
Today, years later, his wife and him live in Atlanta, Georgia and recently welcomed their first child.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Master of Business Administration (MBA)
Affiliations
- The AGC
Primary Location
Atlanta, Georgia
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Percentage of Assets Managed
- Subscription
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 and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Deane Wealth Management is a registered investment advisor (RIA), specializing in fee-only financial planning and wealth management for Millennials in the tech industry. Our clients are founders and startup employees at Pre IPO companies, as well as professionals with equity compensation and tax planning complexity.As a Millennial in tech, you’re always in the middle of making financial decisions – stock options and equity compensation, navigating an IPO or Direct Listing, employee benefits, taking on freelance projects, switching jobs, buying homes, or starting families.
With many moving pieces, multiple goals, and complicated taxes, personal finance can overwhelm even the smartest, most organized person. How do you know if you’re making the right decision? Do you want to create a strategy that gives you confidence in each decision you make?
It’s important to feel confident you are handling your money optimally. My process is educational, comprehensive, and tailored to your unique needs. Whether your question is about what to do today, in ten or thirty years, I can give you an answer in a data-driven, holistic manner.
I’m not bound to any big banks or owned by any other organizations. This means I’m not limited to specific solutions or advice. I’ve chosen my partners, vendors, and service providers because I believe they provide the best value for you.
✅ COMPREHENSIVE FINANCIAL PLANNING: An ongoing relationship with a trusted financial planner who is committed to helping you achieve your desired lifestyle. Comprehensive planning means we’ll cover all the bases, from your initial plan and goal setting to optimizing your stock options and RSU’s, cash flow, retirement, insurance, estate & tax planning, and much more. With unlimited support and regular check-ins to make sure you’re on the right track, we’re your collaborative partner in all things money throughout the year.
✅ TAX PLANNING AND PREPARATION:I’ll solve your tax needs by completing tax returns and running projections to efficiently identify opportunities to boost after-tax wealth over time.
✅ INVESTMENT PHILOSOPHY: I’ll design a tailored investment portfolio based on your investment objectives, time horizons, risk tolerance, and liquidity needs. I’ll regularly monitor your account, take advantage of tax-loss harvesting to save you money on your tax return, and manage your portfolio with an evidence-based approach backed by decades of academic research.
HERE ARE EXAMPLES OF HOW I CAN HELP YOU:
❓My company is going public, what should I do to prepare?
❓How do I figure out the "right" mix of investments for me?
❓How can I sell my shares to buy a house without triggering a massive tax bill?
Education
Hofstra University, Master of Business Administration
Volunteer Experience
Samuel Deane is a mentor at Big Brothers Big sisters, a non-profit organization whose mission is to create and support one-to-one mentoring relationships that help empower the youth.
Hobbies and Interests
- Family
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Entrepreneurs
- Gen Y / Millennials
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