D2 Partners was founded to give attorneys and high-earning professionals the kind of coordinated, tax-aware planning that's usually reserved for the ultra-wealthy.
We built D2 Partners because too many smart, high-earning professionals were getting generic advice — a model portfolio and a check-in once a year — despite having genuinely complicated financial lives: K-1 income, equity compensation, multi-state tax exposure, and estate planning that couldn't wait.
We wanted to build the firm we'd want to be a client of: independent, fiduciary, and small enough to actually know your situation.
Every recommendation starts with tax consequence, not just return. We coordinate directly with your CPA and estate attorney so your investment plan, tax strategy, and estate documents are pulling in the same direction — not working against each other.
Bios and credentials to be finalized ahead of launch.
Co-founder. Focus areas: tax planning, equity compensation, and premium-financed life insurance strategies.
Co-founder. Bio and credentials — TBD ahead of launch.