KB FINANCIAL ADVISORS

We have been using KB for our financial advisory and tax preparation for ~10+ years and have been very happy with our partnership. Landon and Chelsea are a joy to work with - kind, straightforward, and pragmatic with their advice, and always available when we need their support!

I have worked with Chelsea on tax forecasting / tax filing and Landon for financial planning related to an IPO. I have high opinions of their service and would recommend. IPO's specifically introduce complications that I did not feel more generalist tax filing services could handle. Their flat fee model also means they're not motivated to upsell you on steep fees for managing funds / etc. I get the impression the staff are seasoned professionals and genuinely trying to provide help (e.g. relatively conservative investing advice, practical considerations related to the stress of liquidity events, etc). I'm not sure their services are needed for basic tax filings or financial planning, but certainly if you are exercising stock and dealing with AMT or your company is having an IPO - I would recommend for the deep expertise in those domains!

We’ve been working with Landon and the team for several years, and their support has been invaluable. They’ve helped us navigate financial planning with clarity, provided smart investment strategies that align with our goals, and guided us through tax planning with a level of detail and care we really appreciate. What stands out is how responsive and proactive they are—whether it’s long-term planning or timely tax questions, we always feel like our priorities are understood and addressed. We’ve come away with more confidence and peace of mind about our financial path forward. Highly recommend their services to anyone looking for thoughtful, trustworthy financial guidance.

I found their advice for equity-compensated employees at pre-IPO companies to be really excellent. They helped me avoid some foolish decisions and unwind my company equity while minimizing my taxes. Highly recommended!

Through all my stints at large tech companies both pre- and post- IPO, finding KB Advisory has been a game-changer for managing my equity-heavy compensation. Other financial advisors don’t fully understand the unique challenges of comp in tech, across options and RSUs, IPOs, tax implications, crypto, and real estate. The team at KB Advisory is different. From our first meeting, they understood the long term strategy for handling my compensation structure and guided me through critical decisions. What really sold me: • They helped me develop a systematic approach to RSU sales that balances tax efficiency with diversification • They positioned my assets and income to optimize for the long-term goals in a way that was resilient to market ups and downs • They stay on top of all the latest tax law changes, especially those that impact high-earning tech workers • They seamlessly adjusted my portfolio’s strategy through IPOs, promotions, and job transitions. The peace of mind factor is huge. I see my colleagues stressing about how to optimally handle RSUs or interest rate changes, especially in today’s volatile market. It seems counterintuitive to spend money to manage money, but I can safely say that my net worth has increased by far more, nevermind the nights of sleep and sanity!

Landon and Chelsea have been invaluable to helping me with my financial plans. They've given me great advice, pointed out potential pitfalls I would not have seen on my own and handled complicated tax situations.