Complex equity, simplified and managed.
From pre-liquidity to retirement-ready, we tailor our services to your needs.
I have been a client of Tempo Wealth for many years and working with Bernie and his team has been exceptional. They are detail-oriented, proactive, and consistently on top of every aspect of my financial plan.
Brad B.
I have been very pleased with their guidance, research, engagement, follow up and overall approach. They build trust through the partnership they create with you to achieve your goals. They are in it. They feel like a part of our family.
Kimberly L.
Tim Farley and his team are exceptional. They’ve worked with us for years. Our pre retirement analysis allowed us both to relax and enjoy life! The preparation Tim does each year allows us to see our financial picture clearly.
Tracy S.
The Tempo team takes a thoughtful, holistic approach to financial planning and does an excellent job helping clients navigate both short- and long-term goals with clarity and confidence.
Matt
Everyone on this team is incredibly smart and personable, as well as extremely professional. They don’t just invest and advise, they help you PLAN for the future.
Keely F.
They are always looking to understand our financial goals and keep our outcomes focused on that. Our team is always present and quick to provide feedback or help answer any concerns. Always thoughtful and pleasant, would highly recommend!
Yuriy F.
Our family has been working with Tim for several years now, and we couldn’t be happier with our decision. From a personal standpoint, you can’t find a nicer human being, that listens and understands what your needs are.
Craig L.
Tim and his staff helped us understand what our options were, gave good advice and have been SUPPORTING us, not just taking our money and leaving us wondering.
Jeff B.
I have been a client of Tempo Wealth for many years and working with Bernie and his team has been exceptional. They are detail-oriented, proactive, and consistently on top of every aspect of my financial plan.
Brad B.
I have been very pleased with their guidance, research, engagement, follow up and overall approach. They build trust through the partnership they create with you to achieve your goals. They are in it. They feel like a part of our family.
Kimberly L.
Tim Farley and his team are exceptional. They’ve worked with us for years. Our pre retirement analysis allowed us both to relax and enjoy life! The preparation Tim does each year allows us to see our financial picture clearly.
Tracy S.
The Tempo team takes a thoughtful, holistic approach to financial planning and does an excellent job helping clients navigate both short- and long-term goals with clarity and confidence.
Matt
Everyone on this team is incredibly smart and personable, as well as extremely professional. They don’t just invest and advise, they help you PLAN for the future.
Keely F.
They are always looking to understand our financial goals and keep our outcomes focused on that. Our team is always present and quick to provide feedback or help answer any concerns. Always thoughtful and pleasant, would highly recommend!
Yuriy F.
Our family has been working with Tim for several years now, and we couldn’t be happier with our decision. From a personal standpoint, you can’t find a nicer human being, that listens and understands what your needs are.
Craig L.
Tim and his staff helped us understand what our options were, gave good advice and have been SUPPORTING us, not just taking our money and leaving us wondering.
Jeff B.
All individuals are current clients. Tempo Wealth has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Can I retire sooner? Am I managing my equity as effectively as I could be? Why hasn’t my advisor talked to me about taxes? Is my spouse prepared to take over our finances if something happens to me?
If you are asking these questions, you've outgrown the advisor who came complimentary with your 401(k).
Our clients want to make tax-smart decisions that align their total compensation—salary, benefits, and equity—with their idea of a great life.
They are detail-oriented leaders serving in all stock-eligible roles, including C-suite, at companies like Parker Hannifin, Progressive, SpaceX, Eaton, Sherwin-Williams, and more.
Maximize equity by turning RSUs, LTIPs, and ESPPs into a long-term advantage with strategic planning.
Simplify retirement with a clear, tax-smart plan tailored to your goals, timeline, and benefits.
Stay ahead of key financial decisions with expert guidance built around your life and career.
Get a comprehensive experience with support from a CPA, estate planning attorney, and P&C specialist.
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Frequently asked questions
Why Tempo?
Most of our clients came to us with a plan that covered their investments and very little else. Their equity sat in one account, their deferred comp elections were made in a hurry during open enrollment, and nobody had looked at how a vest, an option exercise and a bonus would stack up in the same tax year. We built Tempo to plan for all of it together. As an independent fiduciary, we’re required to put your interests first. Our team works on these decisions every day, at companies whose plans we know in detail.
Do I need to be near retirement to work with you?
No. Some of the most valuable planning happens years before retirement is on the calendar. Think of the first time a vest pushes you into a higher bracket, your first deferred comp election, or the year your company stock becomes the largest thing you own. Decisions made in your 40s and early 50s tend to shape what your options look like at 60. We work with people at every stage, from rising leaders receiving their first sizable grants to executives planning their exit.
Who do you typically work with?
Most of our clients are stock-eligible employees at public companies, from directors and VPs up through the C-suite, along with leaders at private companies approaching an IPO. Their financial lives revolve around RSUs, stock options, ESPPs, deferred compensation and concentrated stock positions. Those pieces move together, so one decision can easily affect three others.
How is Tempo different from other firms?
Many advisors manage a portfolio and leave tax and estate questions for you to sort out with other professionals on your own. We start with your whole compensation picture, including your vesting calendar, trading windows, deferred comp payout elections and the benefits your company offers. Then we build a plan that coordinates them. We work directly with a CPA, an estate planning attorney and a property and casualty specialist, so decisions get made with everyone looking at the same information. If you’re exercising options in November, your CPA should know before April, and we make sure they do.
What’s the first step?
Start by telling us a little about where you work, what your compensation looks like and what’s on your mind. We’ll set up an introductory call with an advisor who works with people in roles like yours. That first call is about understanding where you are and what you’re trying to accomplish, not a sales pitch. If we’re not the right fit, we’ll tell you. Get started.
