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Stash Wealth (company)
Stash Wealth’s mission is to help young professionals get their [financial] sh*t together. The company was founded on the idea that getting personalized financial guidance earlier in your career is the key to both building future wealth and confidently living the life you want today.

Most 20-30somethings are turned away by traditional advisors because they don’t have enough investable assets. At Stash Wealth, the belief is that your net worth shouldn’t be a barrier to getting the kind of personalized, white-glove financial guidance that will change your life.

Stash Wealth helps HENRYs [High Earners, Not Rich Yet] make the most of their money. Their signature service, the Stash Plan, was designed with an emphasis on enhancing your lifestyle and accomplishing your goals. Stash Wealth helps you manage your money intentionally so you can live a life that reflects your values.

Their uncompromising mission to bring fiduciary level financial guidance to the “not rich yet” has caught the attention of the industry. You can find Stash Wealth featured in The Wall Street Journal, Forbes, Buzzfeed, Business Insider, CNBC, Cosmopolitan, NerdWallet and more.

Stash Wealth is the HOME OF THE HENRYs™.

Services
The Stash Plan® is a 5-6 week process where clients work directly with an advisor to receive personalized advice and guidance and walk away with a custom financial game plan.

The game plan covers everything from how your 401(k) should be allocated, to the best way to pay down your $100k in student loans, to the possibility of retiring 10 years earlier than expected. As fiduciaries, Stash Wealth receives no commission or kickbacks based on the advice given.

The Stash Plan is available for individuals, couples, and entrepreneurs.

Controversy
In an article published by ABC News, "Some people making $100K or more say the benchmark for financial success has shifted" Stash Wealth received negative feedback from the public for defending young professionals who claim they cannot live the lifestyle they'd like because the cost of living is too high.