Complex equity, simplified and managed.
From pre-liquidity to retirement-ready, we tailor our services to your needs.
Custom financial plans designed for you
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.
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 401k.
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.
Frequently asked questions
Why Tempo?
At Tempo, our commitment to objectivity through Fiduciary advice is the foundation of our firm. We combine big-firm experience with boutique level service. Our team specializes in crafting tailored plans that align with each client's unique goals and philosophies.
Do I need to be near retirement to work with you?
Not at all. We work with professionals at all stages of their career—from rising professionals to C-suite executives. Our goal is to delivery focused advice to simplify our clients’ lives. We find that the individual who engage with us do so because we take a holistic approach to planning and advice. This provides our clients with piece of mind and flexibility to shift their attention to other areas of their lives.
What types of professionals do you typically work with?
Tempo was formed to help individuals and families who have complex needs. While we have a specialty in working with current and former executives at publicly traded companies, complex planning isn’t limited to this population. Physicians, Attorneys, Founders and Private Company Executives have complexities within their financial lives that could make Tempo a great fit.
How is Tempo’s model different compared to other firms?
We prioritize holistic, client-centered planning. While we possess extensive expertise in financial planning, we recognize that comprehensive solutions often require specialized knowledge. To ensure our clients receive the most informed advice, we collaborate with trusted specialists—including CPAs, estate planning attorneys, and independent property and casualty insurance experts. This collaborative approach allows us to tailor strategies that address each client's unique financial landscape. Tempo aims to create a comprehensive support system for our clients, akin to a family office. By integrating various professionals into the planning process, we provide a cohesive team that can address a wide array of financial questions and challenges, fostering a sense of confidence and security for our clients.
What’s the first step if I’m interested?
Start by answering a few quick questions. If it looks like we’re a good match, we’ll invite you to schedule an intro call with one of our advisors. Click here to get started.
