Rora Wealth
Financial advice for startup founders and tech employees with equity compensation.
Rora Wealth · Atlanta, Georgia
Is this you, Samuel?
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About
Rora is an independent planning-first advisory firm with expertise in equity compensation. Our empathetic discovery process and therapy-like approach to financial planning help you understand what it’s all for and the steps needed to get there.
We manage the full picture and help remove the stress of managing your finances. Our greatest value lies in our coaching mindset and partnership. We educate you to help you make well-informed financial decisions.
Reach out today and see how we can help you feel confident enjoying the fruits of your labor.
Who they serve
- High earners
- Ultra high net worth
- Founders
- Executives
- Early-career professionals
- Real estate investors
- HENRY (high earner, not rich yet)
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Estate Planning
- Exit Planning
- Financial Planning
- Family Wealth Transfer
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Tax Strategy
- Wealth Management
- Charitable Giving
- Debt Management
- ESG/Impact Investing
- Executive Compensation
- Financial Advice & Coaching
- Individual Tax Services
- Insurance/Risk Management
Structured record
| Name | Rora Wealth |
|---|---|
| Firm | Rora Wealth |
| Location | Atlanta, Georgia |
| Fee model | Flat Fee/Retainer · Percentage of Assets (AUM) · Hourly Rate |
| AUM | Under $25M |
| Founded | 2018 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Designations | Series 65 |
| Investment approach | Blend of both |
| Website | https://rorawealth.com/ |
| /samuelsdeane/ |
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Specialties
- Crypto & digital assets
- Real estate investors
- Small business owners
- Equity compensation
- Family wealth transfer
- Sustainable & impact investing