Financial Advisors For 30-Somethings

Work Hard, Play Harder, Plan Smarter

Living well today does not mean sacrificing tomorrow.

You’re thriving in your career and living life on your terms. But when it comes to your finances, are you confident you’re doing everything right?

At Stash Wealth, we’re the financial advisors for you if you’re a high-achieving 30-something who wants to live your best life—now and in the future. 

  • Forbes

    “Stash Wealth’s mission is to allow millennials to keep their lifestyle while planning for the future.”

  • Refinery29

    “That’s when Stash Wealth stepped in — and changed my life.”

  • Google

    ⭑⭑⭑⭑⭑
    Rated 4.9/5 stars, 2024

  • Business Insider

    Named top 23 financial advisory firms for millennials.

  • CNBC

    “Stash Wealth was created especially for advising high earners who aren’t yet rich.”

We specialize in the unique challenges, goals, and dreams of people just like you—we know you’re not only looking for basic advice.

Whether it’s buying a home on the Hudson or booking that bucket-list trip to Azores, we give you tailored financial strategies that help you do both.

Yes, really.

Ready to level up your finances?

The Stash Plan® is a personalized roadmap for your finances, life, and goals. We go beyond the numbers to help you think big, set real goals, and create a custom plan that gets you there. 

Read more about The Stash Plan here:

It all begins with The Stash Plan: