D2 Partners advises on tax planning, equity compensation, estate strategy, and insurance — coordinated with the CPA and attorney you already trust.
Our clients tend to have complicated compensation, tight timelines, and little bandwidth to manage it all themselves.
From associates managing bonus and loans to partners navigating K-1 income and capital accounts — planning that tracks your career stage.
Explore →Retirement plan design, entity structuring, and exit planning for owners whose business is their largest asset.
Explore →Income sequencing, Social Security timing, and tax-efficient withdrawals as you move from accumulating to spending.
Explore →Five commitments that shape how we work with every client.
We're not tied to any one custodian or product shelf — our recommendations aren't shaped by what a firm needs us to sell.
The plan drives the portfolio — not the other way around. Every recommendation starts with your goals, not a model allocation.
Every plan is built in coordination with your CPA. We look for the tax consequence before we look for the return.
As a registered investment adviser, we're held to a fiduciary standard — legally required to act in your best interest.
We coordinate your CPA, estate attorney, and other professionals so every recommendation fits the rest of your picture — one team, not scattered advice.