We help you find the optimal path for your life and your money, and we keep you on it. The work of staying calibrated is ours to carry, never yours to feel.
gnomon · \ˈnō-ˌmän\ · noun
Gnomon means “the one who knows.” While the sun crosses the sky and the year turns, the gnomon remains still, turning all that motion into one clear shadow you can read. That’s what we’re built to be, the fixed point that turns everything moving around you into a clear reading you can act on, so you stay on your best path toward what you’re after.
We aim to be the best advocates our clients have, and our approach is a particularly great fit for three groups. If you’re one of them, we should talk.
Built for owners from pre-seed to Series A. You’re building a company and a financial life at the same time. Entity structure, how you pay yourself, what to do with profit. We carry that side so you can focus on the business.
How we help founders
Built for investors with up to ten rental or income properties. Depreciation, cost segregation, 1031 timing, the real-estate-professional rules. We keep them organized and working in your favor all year.
How we help real estate investors
Built for executives granted equity and navigating what it means. RSUs, ISOs, ESPP, a concentrated position. We plan it with you before the decisions come due.
How we help executivesChildfree households
Most planning quietly assumes children and the milestones that come with them. If that isn’t your life, the standard advice misses. We build around the life you actually want. Your time, your freedom, and the people and causes you choose to support.
It isn’t a separate service. It runs through every market we serve.
See how childfree planning worksThe Gnomon Diagnostic is how we get to know each other. It’s a clear, written read on where you stand, with no commitment to go further. If it’s a fit, deciding to work together is what begins the relationship.
A personalized report on your situation and the opportunities in it, walked through together in a live review. Yours to keep, either way.
See how the Diagnostic worksChoosing to move forward kicks off Calibration, your onboarding, and the year-round work of the Gnomon Method that follows.
Explore the Gnomon MethodFour moves, repeated year after year. It’s how we keep you on the optimal path, and how a plan quietly gains value the longer we run it.
We get an exact read on where you are and where you want to be, and set the plan to your life, not a template.
We watch the whole picture and surface what deserves attention, and when, while there’s still time to act on it, not after.
We coordinate the moving parts. Your accounts, entities, and timing, along with the other professionals in your corner. Every decision accounts for all the others.
Small, well-timed moves repeat year after year. The plan keeps working, and the advantage builds on itself.
The Gnomon Diagnostic is where the work begins, a written read on where you stand and what to do next. Starting is the first step, and it commits you to nothing more than the Diagnostic itself.