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Flat-fee financial planning built for Austin's tech professionals.

We help busy tech pros navigate financial decisions that come with career growth, family milestones and future plans.

Specialized guidance on stock options, RSUs and investing

Transparent flat fee (no hidden costs, no confusing percentages)

Proactive tax strategies that help you keep more

SWP is based in Austin, TX and serving clients nationwide. From The Domain and Tech Ridge to South Congress and Westlake Hills, Austin’s tech community turns to us for stock‑option strategy, tax‑smart investing, and flat‑fee clarity.

Simplify Wealth Planning • Austin TX • 512‑200‑3922

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© 2025 Simplify Wealth Planning LLC. All rights reserved.

www.simplifywealthplanning.com 

Simplify Wealth Planning

marcel@simplifywealthplanning.com

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© 2026 Simplify Wealth Planning. 

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Simplify Wealth Planning | Austin, TX | (512) 200-3922

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Simplify Wealth Planning, LLC is a registered investment adviser in Austin, Texas and in other jurisdictions where exempt; registration does not imply a certain level of skill or training.

 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Simplify Wealth Planning, LLC's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. 

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