Simplicity Wealth Management
Finance · Virginia, United States · 11-50 Employees
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Overview
Headquarters
2400 Old Brick Rd Ste C35, Glen Allen, V...Phone Number
(804) 286-4910Website
www.simplicitywm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Simplicity Wealth Management
Simplicity Wealth Management provides fee-only financial planning specifically tailored for busy individuals in the tech industry, focusing on maximizing their equity compensation options such as RSUs, stock options, and ESPP. The firm aims to alleviate financial stress associated with job transitions and empower clients to navigate their financial futures with confidence. Their one-on-one coaching approach helps clients protect their investments while planning for financial independence and freedom. The team works to ensure that their clients feel supported and informed, allowing for fruitful discussions about their financial goals.Explore more
Simplicity Wealth Management Org Chart
MH
Investment Advisor & Representative
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Revenue
Number of Employees
Type
Funding
Founded In
Simplicity Wealth Managem...
<$5M
11-50
Private
-
2018
CA
Corey AboodInvestment Advisor & Fiduciary Representative
Company Profile Activity
Activity Insights
Simplicity Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Simplicity Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Simplicity Wealth Management.
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Simplicity Wealth Management provides fee-only financial planning specifically tailored for busy individuals in the tech industry, focusing on maximizing their equity compensation options such as RSUs, stock options, and ESPP. The firm aims to alleviate financial stress associated with job transitions and empower clients to navigate their financial... Read More
