Modern Family Finance is a fee-only financial planning firm based in Oakland, CA, dedicated to providing tax-smart financial advice tailored for modern families. Specializing in serving tech employees, self-employed individuals, women, LGBTQ+ professionals, and those pursuing financial independence, the firm offers a comprehensive range of services, including investment management, tax efficiency strategies, and equity compensation guidance.

Their client-centered approach emphasizes personalized, life-centered financial advice that aligns with each client’s unique goals and values. By integrating personal aspirations with strategic financial planning, Modern Family Finance empowers clients to achieve financial confidence and independence. For more information or to schedule a consultation, visit modernfamilyfinance.com.