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"Honestly before Domain Money I was kinda winging it. Contribution to a brokerage account here, tweak of the 401k plan there...but I didn't really have a holistic view of my finances. That's where Adrianna at Domain Money came in."
- Toby
"Alicija was incredibly thorough when helping me plan out my finances, leaving no stone (or investment account) uncovered. I was overall really impressed with the comprehensive approach and tools they offered, giving you actionable tips for creating a budget that fits with your individual lifestyle."
- Neal
Toby and Neal and the hosts for the Daily Brew and are current clients of Domain Money Advisors, LLC (Domain). Through Domain's sponsorship of the Daily Brew, they have received compensation that included a free plan and thus have an incentive to promote Domain.
An Expert That Knows You
Personalized guidance from your dedicated CFP® advisor, who knows and understands your goals.
Actionable Roadmap to Your Goals
We break things down into a realistic, step-by-step plan that fits your lifestyle and accelerates progress toward your goals.
Tax-Smart Strategies
From maximizing deductions to optimizing RSU’s, take advantage of tax strategies designed to help you keep more of what you’ve earned.
Ongoing Support, On Your Terms
Life changes and your plan should too. Your CFP® is here for every twist and turn. No jargon or cookie-cutter advice. Just simple, clear advice that keeps you moving forward.
Flat Fee, No Hidden Fees
Our flat, transparent pricing ensures you never pay asset under management (AUM) fees.
Boost Your Returns
Good financial advice can improve your returns by up to 3% per year*. We analyze your investment portfolio and provide recommendations based on your goals.
Ready to take control of your financial future? Get a plan that grows with you.
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Start making plans for the rest of your life. Sign up for a free Strategy Session and accelerate your journey toward financial freedom.
BOOK A FREE STRATEGY SESSIONStep 1
We start with a deep dive into your priorities, goals, and analyze everything that touches your financial life.
Step 2
From spending to taxes to investments, we create a clear, actionable plan that works for you.
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Step 3
No jargon. No fluff. Just a detailed, step-by-step guide to help you make smarter money moves and maximize your financial future.
Step 4
Your dedicated CFP® helps you adjust, refine, and optimize your plan as your life evolves.
Click here to learn more and see the full terms & conditions.
We offer 3 pricing plans based on your needs and the complexity of your finances. All plans are a flat fee for the entire engagement.
Our CFP® professionals were hand-selected based on their expertise and prior client satisfaction. They meet all 4 of the CFP® Board’s certification requirements (Education / Exam / Experience / Ethics) and average 8+ years of experience at firms like Goldman Sachs, Citi, and Morgan Stanley.
Yes. As a Registered Investment Advisor (RIA), we do hold a fiduciary responsibility. This simply means we're legally obligated to always act in your best interests. But that's how we roll anyway—our team of CFP® professionals adheres to high standards for ethics and confidentiality. Your financial well-being is always our top priority.
Our process is designed to make it easy to self-manage your portfolio. We’ll provide investment portfolio analysis and recommendations for you to implement. Or we can also build a fully custom portfolio for you from scratch. We can recommend alternatives if you want to move a brokerage account and even assist with account setup and/or making trades. Note that we do not get paid anything for new account setup or trades.
