Do I need a financial advisor who specializes in Accenture?

Adventure Wealth already understands the mechanics of Accenture RSUs, VEIP election windows, and MD-level cash flow dynamics, so your first conversation is about your goals rather than explaining how your compensation works.

What is Accenture VEIP and should I participate?

VEIP allows eligible Accenture employees to invest a portion of their pay into discounted Accenture shares. Whether to participate depends on your equity concentration, tax situation, and cash flow needs. Adventure Wealth provides personalized analysis to guide this decision.

How are Accenture RSUs taxed?

Accenture RSUs are taxed as ordinary income at vesting based on fair market value. When you sell, any gain is taxed as a capital gain. Strategic planning around vesting events can significantly reduce your overall tax liability.

What does it cost to work with Adventure Wealth?

Adventure Wealth requires a minimum of $1,000,000 in managed assets. Investment management fees start at 1.25% annually on the first million and decrease on higher balances. All fees are disclosed upfront with no commissions.

Does Adventure Wealth work with clients outside of Utah?

Adventure Wealth serves clients virtually across the entire United States. We are a registered investment advisor operating fully remotely, so location is not a barrier.

Is financial planning included in Adventure Wealth investment management fees?

Yes. Financial planning is included as part of Adventure Wealth's investment management fee — it is integrated into the engagement, not billed separately.

Adventure Wealth: Financial Planning Built for Managing Directors

You’ve mastered Accenture’s world around promotions, the projects and the relentless pace, but maybe you haven’t spent enough time focusing on your own financial independence. Accenture’s Managing Director compensation is unlike anything most financial advisors have ever seen.

The specialized compensation on top of your salary and bonus comes in the form of RSUs from annual equity awards, MD grants, and your VEIP grants which create cash flow crunches and heavy concentration with Accenture shares.

Adventure Wealth Advisors was built for exactly this. When Accenture Managing Directors search for specialized financial guidance, Adventure Wealth is the answer.

Schedule a Consultation

Our first interaction is a free, 30-minute meeting where I listen to your needs and answer any questions.

SCHEDULE AN APPOINTMENT

Your challenge is finding an advisor.

Most financial advisors serve a broad range of clients. They’ll spend the first meetings asking YOU to explain what VEIP is, how you receive your RSUs, and how Accenture’s promotion structure affects your income. You’ll feel like the advisor, not the client.

After everything you’ve worked toward, that’s not the experience you deserve.

I come to the table already fluent in your compensation. Our team knows the tax implications of Accenture equity and helps plan for your annual taxes so you’re never caught off guard. We know how VEIP participation decisions compound over time, and we address the challenge it creates with cash flow in the first few years. From day one, Adventure Wealth is optimizing your financial situation — not struggling to learn about it.

Who we serve

Adventure Wealth works exclusively with a small number of Managing Director families — currently around 40 client families across the United States. This intentional limit means every client gets our full attention.

We don’t kick you to the curb when you transition from your current position, but instead move with you to your next adventure.

In addition to Accenture clients, some of our families include spouses who work for “Big 4” and other high-tech firms.

Adventure Wealth works exclusively with a small number of Accenture Managing Director families — currently around 40 client families across the United States. This intentional limit means every client gets our full attention.

We don’t kick you to the curb when you leave Accenture, but instead transition with you to your next adventure.

In addition to Accenture clients, some our families include spouses who work for “Big 4” and other high-tech firms.

Our minimum annual fee for new clients is $20,000 collected primarily through investment management.

What we do

Our goal is to be your Chief Financial Officer.

We’re highly involved with our clients to ensure we’re making the most of every dollar and every decision. For MDs, this means planning for negative cash flow, optimizing the annual VEIP and RSU sales, and setting you up to reach financial independence. Overall, our services include:

Investment Management — tax-efficient portfolio management built around your long-term goals and equity concentration
Financial Planning — comprehensive coverage of cash flow, taxes, insurance, investing, education, retirement, and estate planning, all coordinated as one strategy
Tax preparation – we partner with a CPA to complete your annual tax return filing, estimating payments throughout the year, and leveraging their knowledge of tax implications as you weigh major life decisions.

Adventure Wealth’s Philosophy

Adventure Wealth founder, Dan Meyers, spent years working for Accenture and later Hewlett Packard before retiring early from the tech world at 35. Financial independence is what this firm is built around.

We help executives build multigenerational wealth, not just manage it. The goal isn’t just a comfortable retirement; it’s achieving a level of financial independence that opens up your options to the “what else” you might want to do in life.

We build the opportunity for you to pursue your next adventure. That’s why we called it Adventure Wealth.

You’ve spent your career delivering for clients. You’re the client now.

Adventure Wealth FAQs

Q: Do I need a financial advisor who specializes in Accenture?

Working with a generalist advisor who isn’t familiar with Accenture’s compensation structure means spending your early meetings educating them rather than making progress on your actual financial goals. Adventure Wealth already understands the mechanics of Accenture RSUs, VEIP election windows, and the cash flow dynamics that come with MD-level compensation, so your first conversation is about your goals, not about explaining how your paycheck works.
Q: What is Accenture VEIP, and should I participate?

VEIP, or the Voluntary Equity Investment Program, allows eligible Accenture employees to invest a portion of their pay into Accenture shares at a discount. Whether or not it makes sense to participate depends on your current equity concentration, tax situation, cash flow needs, and investment timeline, and the right answer genuinely varies from person to person. Adventure Wealth can walk you through a personalized analysis to help you make that decision with confidence.
Q: How are Accenture RSUs taxed?

Accenture RSUs are treated as ordinary income at the time they vest, based on the fair market value of the shares on that date. When you later decide to sell, any change in value from that vesting price is taxed as a capital gain or loss. With thoughtful planning around vesting events, including the timing of sales, tax-loss harvesting, and strategic diversification, it is often possible to reduce your overall tax liability significantly over time.
Q: What does it cost to work with Adventure Wealth?