We understand and have seen over the years that simply earning a lot of money does not mean you have confidence when it comes to choosing your investments, making plans for the future or navigating the important financial decisions of daily life. In fact, sometimes earning more money just means there are more decisions that have to be made and making the wrong one can cost you even more.
What you need is trustworthy advice for today so you can have confidence for the future.
High performing employees typically receive as many as four different types of compensation that make up their compensation package. We have unique expertise and technology to help these employees manage their equity-based compensation and accelerate their wealth accumulation. Whether you work for a publicly traded company or received stock or incentive grants prior to a future IPO, we can help you develop a plan to capitalize on your unique opportunity.
Physicians and medical professionals have unique challenges as high earning W-2 employees. High tax brackets, limited deductions and the need to accumulate substantial amounts to replace your earnings throughout retirement are just some of the issues we are equipped to address.
We can help you craft & implement strategies to capture more cash flow for your family and make a plan to maintain your lifestyle for your entire lifetime when you decide to hang up your scrubs.
Increasing affluence comes with both new opportunities and new challenges. We work with families whose wealth was created through a range of circumstances including business exits, real estate, medical practice, IPO liquidity events and inheritance.
The unifying factor is these families understand their growing affluence has introduced a level of complexity to their lives that is best handled with the help of professional financial managers.
Adam Broughton is the founder, CEO and lead wealth manager of PBL Wealth Management. He is also a CERTIFIED FINANCIAL PLANNER™ Professional. He is the author of multiple books including The Founder's Guide to Business Succession and a contributing author to So You Want To Be A Financial Planner (7th edition). He is also the author of the new mini-book Maximizing Your Compensation: An Executive's Guide to Accelerating Wealth.
Adam believes in being a lifelong learner and is an avid reader. He is also a hiker, fisherman and guitarist. Adam and his wife, Amy, live in Austin, TX with their three children and with their retired, grand champion dachshund, Miley.
We leverage the resources of multiple, best-in-class strategic support partners to implement our plans and deliver our exceptional client experience. More information about our strategic support partners can be found below.
PBL Wealth Management is an independent, privately owned Registered Investment Advisor not affiliated with or owned by any of the above referenced organizations.