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Millennials in tech

You are the leaders & innovators of tomorrow

Personal finance is your tool for independence



Specialized, comprehensive advice for Millennials in tech

Equity and stock compensation
Cash flow and budgeting
Investments and Retirement planning
Tax strategy and optimization
Employee benefits
Debt management
Insurance and Risk management
Estate planning
Career decisions

I don’t just manage your wealth; I help you build it.

I believe in the power of financial planning as a process that continuously adjusts to the life events of our clients.
Our greatest value? Clients who simultaneously engage us to fulfill their investment strategies. This integration of goals-based financial planning and investment management can be known as Financial Life Planning.

Fee-Only Fiduciary

I take your success personally. That means I offer services on an independent and fee-only basis, always acting in your best interest. I don’t sell any products or earn commissions. I have nothing to sell you but guidance that is aligned with your vision of your future.

About Samuel

Samuel Deane is a financial planner, entrepreneur and the founder of Deane Wealth Management., an independent investment advisory firm for Millennials in technology. After spending time working in an industry traditionally reserved for wealthy baby boomers, Samuel realized that he could provide wealth management and financial planning services more efficiently for his generation.

With a passion for improving the lives of those around him, Samuel provides both practical and relatable financial advice to startup founders and hardworking young professionals in the tech industry.

Samuel has become a financial expert and a go-to resource for national media outlets. In addition to being named as Investopedia’s Top 100 Most Influential Financial Advisors in 2020, he has also been mentioned in the Wall Street Journal, Forbes, CNBC, Investment News, and many more. Samuel is a coveted speaker and loves spreading his wisdom on entrepreneurship, personal finance, and smart investing with his community.

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