Independent registered investment advisor — opening Q1 2027
We advise attorneys and other high-earning professionals on the decisions that don't fit in a single meeting — tax planning, equity compensation, and the estate structures that hold it all together.
Our mission
To bring the same rigor you apply in your own work to your money — clear advice, written down, coordinated across tax, investments, and estate planning.
Direct advice. No sales pitch.
D2 Partners isn't built to move volume. We work with a deliberately small number of relationships at a time, which means the plan we build is the plan we actually maintain — reviewed against tax law changes, comp cycles, and life events, not left untouched between annual check-ins.
Every recommendation is made in writing, with the reasoning included. You should never have to take an advisor's word for it when the math is available to check.
Who we serve
Associates, non-equity and equity partners navigating K-1 income, bonus timing, and the jump from salary to draw.
See how we help →RSUs, ISOs, and partnership equity — vesting schedules, concentration risk, and exercise timing that actually accounts for your tax bracket.
Two-income families balancing childcare costs, a first serious estate plan, and a savings rate that needs a real strategy behind it.
What we do
Each area is handled on its own, and cross-checked against the others — a tax decision this year should never quietly undercut an estate plan five years out.
Bracket management, K-1 income planning, loss harvesting, and charitable strategy built around variable, high-earning-year income.
RSU, ISO, and partnership equity decisions — vesting, exercise timing, concentration risk, and diversification without unnecessary tax drag.
Coordination with counsel on trusts, gifting strategy, and structures built to keep pace with a growing estate, not just document it once.
Life insurance and premium-financing structures evaluated on real cost and real need, not on what pays the largest commission.
Our team
D2 Partners is owned outright by its founding partners — no parent broker-dealer, no product quotas, no sales targets sitting behind the advice. Full team bios are on the way as we finalize our launch; in the meantime, every conversation starts directly with a founding partner, not a call center.
Get started
Thirty minutes to talk through where things stand — your comp, your timeline, what you're already unsure about. No obligation, no product on the table.
Schedule a conversation