Adventure Wealth | Financial Advisor for Accenture Managing Directors

Adventure Wealth: Financial Planning Built for Accenture 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

You can find the full meeting process below, but our first interaction is a free 30 minute meeting so I can learn your needs and answer any questions. It’s a no-pressure meeting, so don’t worry about a boring sales pitch.

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Your challenge finding and advisor

Most financial advisors serve a broad range of clients. They’ll spend your first meeting 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.

That’s not the experience you deserve after everything you’ve built at Accenture.

We come to the table already fluent in your compensation. We know the tax implications of Accenture equity and help plan for your annual taxes due so you’re never caught off guard. We know how VEIP participation decisions compound over time, but the challenge it creates with cash flow in the first few years. From day one, Adventure Wealth is optimizing your financial independence — not learning.

Who we serve

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 that will be paid primarily through investment management.

What we do

Our goal is to be your Chief Financial Officer.

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

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

Adventure Wealth’s Philosophy

Adventure Wealth founder, Dan Meyers, spent years at Accenture and

Adventure Wealth, Financial Advisor for Accenture Managing Directors — Dan Meyers, Founder

Hewlett Packard before retiring early from the tech world at 35 with his wife. Financial independence is what this firm is built around.

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

The ability 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?

Adventure Wealth requires a minimum of $1,000,000 in managed assets to begin a relationship. Investment management fees start at 1.25% annually on the first million dollars and decrease on higher balances. All fees are disclosed upfront and there are no commissions or hidden charges involved.