At Simplicity Wealth Management, we are committed to helping our clients find more balance, build the life they want, and achieve financial freedom. We are focused on building a unique financial planning firm that works with equity compensation recipients in Tech, all while crafting lives that we love and a workplace that makes us excited to show up every day.

We are a fee-only financial planning firm located in the Richmond, Virginia area. View our disclaimer here: https://www.simplicitywm.com/disclaimer.

Simplicity Wealth Management

Org chart

Teams

Offices