Executive compensation strategy
Stock options, RSUs, deferred comp, and concentrated equity positions coordinated into a single plan rather than managed in isolation.
We help clients increase life satisfaction by aligning their resources with their values and priorities.
We serve C-suite and senior executives, entrepreneurs and founders, and pre-retirees and retirees.
Talk to MarcGetting to know Marc
Early in his career, Marc was an analyst in JP Morgan's private equity group and a strategic consultant and speaker at Dimensional Fund Advisors.
He served as Chairman of the Board at TCI Wealth Advisors ($3B AUM at the time) before co-founding and running Five Oceans Advisors ($500M AUM at the time).
His objective as a financial advisor is simple: to help his clients live more intentional lives. Marc does this by keeping them focused on two simple but critical activities:
1) Defining goals they are deeply motivated to achieve.
2) Strategically allocating their resources (money, time, attention) in alignment with their goals.
When practiced thoughtfully and consistently over time, this simple process bends the arc of a person’s life towards a greater sense of agency, fulfillment, and satisfaction. In short, Marc helps people frame trade-offs, make key strategic decisions, and hold themselves accountable to living in alignment with their values and priorities.
Connect with Marc
What a plan can cover
Every piece coordinated into a single strategy rather than managed in isolation, and mapped to the life the plan is meant to serve.
Retirement income and cash flow planning
Modeling what the next chapter actually costs, then designing the income streams and drawdown sequence that support it.
Estate and legacy planning
Coordinate with your attorney to make sure the assets pass efficiently and decisions align with what matters to your family.
Investment management
Portfolios built to your risk tolerance, tax situation, and the pace of your career, not to a one-size allocation.
Tax planning and multi-year projection
Coordinated with your CPA to model tax outcomes across a decade of decisions, not just next April.
Charitable and philanthropic giving
Strategy and structure around donor-advised funds, appreciated stock gifting, and multi-year giving plans.
Meet the team
Marc brings two decades of experience, including JP Morgan's private equity group and leadership roles at TCI Wealth Advisors and Five Oceans Advisors, with Farther behind him.
Questions clients ask us
What does the first meeting look like?
A conversation, not a sales pitch. We walk through the three questions together (what is enough, how satisfied are you, where should your resources be going), review what you're working through, and identify whether the fit is right on both sides.
Do you work with clients outside California?
Yes. The practice is based in Santa Monica and serves clients nationwide through virtual meetings, with in-person meetings when the situation calls for it.
How do you coordinate with my CPA and attorney?
The strategy work sits alongside your existing tax and legal counsel, not on top of them. Most of my clients keep the same CPA and estate attorney they've worked with for years. I coordinate directly with both so the plan holds together across all three disciplines.
My compensation is complex. Where do we start?
We start by understanding your goals, then map the vesting schedule to those goals, sequence exercises against tax exposure, and build diversification into your holdings without triggering an unnecessary event.
Your all-in-one financial ecosystem
Complete Financial Operation System
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Banking
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Wealth Team
Documents
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Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management — empowering advisors to focus on their role as your strategic guide to greater wealth.
Your full wealth picture in one secure, trusted place
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Ready to talk?
Tell us a little about where you are and what you're working through.