Nathan Brown

Nathan works with executives at leading Tech companies to simplify the financial decisions that come with success. Because he understands the details of executive benefits and stock programs, his clients gain more than convenience—they gain an advisor who can help them get the most from what they’ve earned and make confident choices about their future.

As the leader of a virtual family office team, Nathan pairs attentive listening with clear guidance to create solutions tailored to each client’s goals. His clients value the peace of mind that comes from working with someone who not only knows their compensation structure but also sees how to turn it into lasting financial security.

Backed by top-notch training from mastermind memberships and his family office team of experts, Nathan brings the technical depth needed to guide clients through sophisticated tax, investment, and retirement strategies. His qualifications allow him to uncover opportunities that many generalist advisors may overlook, giving his clients a clear advantage in building and protecting wealth.

Outside of work, Nathan enjoys cycling, running, camping, and hiking throughout the Pacific Northwest. Whether preparing for a half-marathon or a century bike ride near Portland, OR, he brings the same dedication and focus to his personal pursuits that he brings to helping clients achieve their goals.