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D2 Partners is an independent, fee-based registered investment adviser focused on tax planning, equity compensation, estate strategy, and insurance for attorneys and other high-earning professionals.
Yes. As a registered investment adviser, we're held to a fiduciary standard, meaning we're legally required to act in your best interest.
Fee details will be published ahead of launch. We're happy to walk through pricing directly on an introductory call.
Minimum details are still being finalized ahead of launch — reach out and we can discuss your specific situation.
We're registering across a multi-state footprint and can generally work with clients in any state where we're properly registered.
Insurance is offered through a separate, affiliated entity. Any insurance recommendation is disclosed clearly and is never a condition of advisory services.
At minimum twice a year, plus proactively around tax deadlines, bonus cycles, or major life events.
Reach out through the contact page to schedule a no-obligation introductory call.