Your investments, taxes, and plan — managed together.

Work with a real advisor who manages your full financial picture. One platform. One fee.

Free Strategy Session
Illustrated mountain landscape at golden hour

Forward clients work at

Actively AI
Amazon
Google
Mercury Bank
Plaid
Ramp
Stripe
Uber

Most advisors only see one piece of your finances. We see all of it.

forwardwealth.com
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Net worth
$1,400,000
↑ $46,100 (3.2%) this month
Portfolio performance
1M
3M
1Y
ALL
$950K$900K$850K$800K$750KMarMayJulSepNovFeb
Investments
$892,400
↑ 4.1% YTD
Cash & savings
$124,300
↑ $8.2K this mo
Est. tax liability
$38,400
↓ $2.1K optimized
Accounts View all →
F
Forward Brokerage
Individual
$482,300
54.1%
F
Fidelity 401(k)
Retirement
$286,400
32.1%
S
Schwab Roth IRA
Retirement
$123,100
13.8%
Dillon Ferguson, CFP®
Dillon Ferguson, CFP®
Your Dedicated Advisor
Send Message →
Intelligence
2 new
Tax-loss harvesting opportunity
AAPL down 8% since purchase. Swap could offset $4,100 in gains.
RSU vest in 28 days
420 shares on Mar 15. Tax projection updated.
01
Financial Planning

A roadmap for every dollar.

We build a plan around your real life, not a template. What if you take the new job? Buy the house this year or next? You see every option modeled with your actual numbers before you decide.

02
Tax Strategy & Filing

Tax planning that works year-round.

When you exercise options, we've already modeled the tax impact. When a vesting event hits, your estimated payments adjust the same day. We plan around tax season all year, not just in April. Summit clients get filing included.

03
Investment Management

A portfolio that knows about your tax bill.

Your portfolio isn't built in a vacuum. It's built around your tax situation, your timeline, and your goals. Direct indexing, tax-efficient rebalancing, and risk management — all coordinated with every other piece of your plan.

Forward Intelligence
Real insights from your real data
Tax

Estimated tax payment due

Q4 payment due Jan 15. Based on your projections, we recommend setting aside $4,200.

Investments

Tax-loss harvesting opportunity

AAPL shares in your brokerage are down 8% since purchase. Swapping positions could offset $4,100 in gains.

Planning

New RSU vest in March

420 shares vesting on March 15. We've updated your tax projection and adjusted your Q2 estimated payment.

Most advisors hand you a plan and wish you luck.

We handle everything else.

How It Works
01

See Your Full Picture

A 30-minute call where we review your accounts, income, tax situation, and goals together. You leave with a clear snapshot of where you stand — whether you hire us or not.

02

Get Your Plan in Motion

We connect your accounts, pull your tax history, and build a coordinated strategy across investments, taxes, and planning. Account transfers, tax-lot mapping, paperwork — we handle the transition. Most clients are fully onboarded within two weeks.

03

Ongoing, Not One-Time

Your advisor monitors your portfolio, adjusts for tax events, and reaches out before you have to. Quarterly reviews, year-round tax planning, and a dashboard that keeps everything in one place.

Ready to see how it works for you?

Schedule Free Discovery Call
Two figures by a campfire overlooking mountains at dusk
Your team

Certified planners who know your name.

Not a call center. Not a chatbot. You work with CFP® professionals who understand your full picture and pick up where you left off.

Client-first, always. No commissions, no product sales, no hidden incentives.
CFP® certified. The highest standard in financial planning.
Built for $300K–$2M households. The complexity level where integrated advice matters most.

One integrated team

Planning, tax, and investments under one roof.

We reach out first

Proactive monitoring, not reactive advice.

Fee-only, no commissions

We grow when you grow.

Simple, transparent pricing.

One Fee. No Commissions. No Hidden Costs. Cancel Anytime.

0.89%
of assets under management, annually
Everything included.
See pricing →
$2,700 / year minimum

How Forward compares.

FeatureFWDDIYRoboTrad
Dedicated Advisors
Fiduciary Duty To You
Mobile and Desktop Apps
AI Advice Engine
Always-Available Advice
Unique Custom Portfolio
Direct Indexing
Proactive Tax Planning
After-Tax Performance
Full Support
Partial
Limited
Common Questions

Questions we hear most.

What's the minimum to work with Forward?+
$100,000 in investable assets. That includes retirement accounts, brokerage accounts, and savings — we look at the full picture.
How is Forward different from a robo-advisor like Betterment or Wealthfront?+
Robo-advisors manage your portfolio. We manage your portfolio, your tax strategy, and your financial plan together — and you work with a real person who knows your situation. When your RSU vests or you're deciding whether to buy a house, you talk to a person, not an algorithm.
I already have a financial advisor. Why should I switch?+
Most advisors manage investments but send you to a separate CPA for taxes and a separate firm for estate planning. At Forward, your planner handles all of it. Nothing gets lost between providers.
What does the first call look like?+
We walk through your actual numbers — accounts, income, taxes, goals — and model real scenarios. You leave with clarity about your financial picture whether you hire us or not. No generic pitch deck. 30 minutes.
Does Forward file my taxes?+
For Summit clients ($1M+ in investable assets), yes — personal federal and state tax returns are included in your fee. For Ascent clients, we provide year-round tax strategy and coordinate with your existing CPA.

Forward.

In 30 minutes, we'll walk through your real numbers and show you how your decisions connect. No commitment. No pitch deck. Just clarity.

Free Strategy Session