Investing
Financial plans for growing wealth.
Your portfolio should reflect your life—not just the market. Whether it's optimizing your 401(k), reducing tax obligations, or making your equity compensation work harder, every Domain Money plan is tailored to what matters most to you. No cookie-cutter advice. No AUM fees. Just expert guidance built around your goals.
Our investment approach
We craft personalized investment strategies for each client based on their goals, age, risk tolerance, tax opportunities and long term objectives.
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No management fees
Keep more of your investment gains with flat-fee pricing and no Assets Under Management (AUM) fees—ever.
Custom investment strategies
Get a personalized investment strategy that aligns with your goals, including low-cost ETFs, optimized asset allocation and ongoing rebalancing.
Proactive tax minimization
Reduce your tax bill all year long with strategies like Roth conversions, tax-loss harvesting, and smart ETF selection.
Actionable steps
Recommendations that make it clear exactly what to buy, sell, and adjust—so you can rest assured your investments are working hard to grow your wealth.
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Strategies tailored to your goals
Domain Money helps you manage your entire portfolio, regardless of where your assets are held. We help clients with investment accounts held at firms like Fidelity, eTrade, Schwab, Vanguard, Wealthfront and others. No need to move your investments or open new accounts, just smart unbiased advice based on your goals.
Portfolio analysis and recommendations
Get a comprehensive review of your entire portfolio, with clear recommendations built around your goals and timeline. And because we don't make commissions on products, you can count on advice that’s 100% in your best interest.
Ongoing rebalancing and allocation
Portfolios are reviewed and adjusted to match your risk level and long-term plan. From 401(k)s to RSUs, everything in your portfolio is optimized to improve your returns.
Tax loss harvesting
Lower your taxable income with tax-loss harvesting that avoids costly mistakes like wash sales and short-term capital gains exposure.
Maximize real returns
Get a portfolio that maximizes after-tax returns with low-cost, tax-efficient ETFs—without sacrificing diversification.
How Domain Money works
You’ll work with a dedicated CFP® and a team of financial experts who support you with personalized planning across investments, taxes, real estate, cash flow, insurance, retirement, estate planning, and more. No products to push. No AUM. Just advice designed around your goals.
Our flat-fee model means no assets under management (AUM) fees and no commissions.
Our focus is your financial well being. We don't push you to buy products, we only provide unbiased expert advice.
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. No questions asked.
“Domain is amazing! They tailored my plan and action items so that all of my goals feel within reach. My advisor is beyond encouraging and makes me feel proud of my overall financial outlook!”
― Tracy Z.
“Domain Money rocks! My CFP quickly grasped our diverse financial history and presented an actionable and understandable strategy. I would highly recommend Domain, as peace of mind for my family's future is priceless!”
― Brian P.
“Domain Money was amazing! They provided a detailed analysis of our financial situation, plan, and some value-add recommendations to help us move the needle further!”
― Zack W.
These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials. Profile photos are for representation purposes only and not actual clients photos.
Invest intelligently
We help our clients invest intelligently, matching their goals and risk tolerance with optimal returns.
How can I improve my returns in my Wealthfront robo investment account?
Am I missing out on tax loss harvesting opportunities?
Am I too concentrated in technology, given the RSUs I have with my employer?
How much should I contribute to my 401(k) and Roth IRA this year?
I'm interested in real estate investing, where should I begin?
Investing requires a steady hand and a long term perspective. With the help of your Domain Money advisor we'll craft an intelligent investment strategy often utilized by high-net-worth individuals and endowments. Our focus is on improving overall returns, minimizing tax obligations and we charge no management fees.
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