Josh Radman
Helping Millennials with Tax Strategy and Equity Compensation for a Flat Fee
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Serving Clients Nationwide
Helping Millennials with Tax Strategy and Equity Compensation for a Flat Fee
Areas of Focus
- Buying a House
- Compensation Planning
- Employee Stock Options
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Taxes
About Josh Radman
I transitioned into financial planning from the tech world, where I also held a mix of equity grants. Like many of my clients today, I was excited to own part of the companies I helped build.But that excitement quickly turned to confusion when it came time to actually develop a strategic plan. I understood that things like the Alternative Minimum Tax existed, but what I really needed was a holistic strategy — something that connected my equity decisions with my broader financial goals.
My own experience is what inspired me to found Presidio Advisors. Today, I help Millennials and tech professionals gain clarity and confidence around their equity compensation and path toward financial independence. Building deep, long-term relationships with my clients is what is what gets me up in the morning.
I’m based in Denver, CO and serve clients virtually across the U.S.
My Credentials
I am a 100% fiduciary and CERTIFIED FINANCIAL PLANNER®.
I’m also an Enrolled Agent (EA), the highest credential awarded by the IRS, which allows me to prepare tax returns and represent taxpayers before the IRS.
Finally, I am a graduate of the University of Southern California, summa cum laude, with a Bachelor of Science in Business Administration and of Harvard Business School with a Master of Business Administration.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Master of Business Administration (MBA)
Affiliations
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Fee Only Network
- Measure Twice Planners
- XY Planning Network
- Measure Twice Planners
Primary Location
DENVER, CO 80203
Meeting Options
- Video Conference
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
What to expect in the first meeting
My preferred first contact is via email. Click the 'Contact Me' button to send me an email through Wealthtender, or the 'Book Intro Call' button to view my email address. If you believe that my services fit your values and needs, please send me a note and I’ll respond back with my calendar link. From there, you’ll be able to set up a free 30-minute introductory call to determine if we’d be good partners.Offers Investment Management
Yes
About Presidio Advisors
How Presidio Advisors is Different1️⃣ An expert in equity compensation: If you had a heart condition, would you rather see a general practitioner or a cardiologist? Specialists – in both medicine and finance – help you avoid costly mistakes and make better decisions in complex situations. I focus on helping Millennials navigate equity compensation and tax strategy so you can build a clear, actionable plan aligned with your career and life goals.
2️⃣ Focused on tax strategy and optimization: Many large firms shy away from specific tax advice. I lean into it. As an Enrolled Agent (EA), the highest credential awarded by the IRS, I can provide tax advice and represent you in front of the IRS, similar to a CPA. With equity compensation, tax planning goes hand-in-hand and is a critical part of our work together.
3️⃣ Flat fee. No % charge for “assets under management”: Most advisors charge a percentage of “assets under management” (AUM), often around 1% per year or more. Meaning, what you pay them — and the service that you’re likely to receive from them — is directly tied to how much you invest with them. I charge one transparent flat fee instead. This reduces conflicts of interest and encourages advice for life goals, rather than for asset accumulation.
4️⃣ A completely independent fiduciary: I have no affiliation with – nor receive commissions from – any banks, brokerages, insurance companies, or other third parties that may exert pressure or otherwise try to influence my recommendations. As a fiduciary, I am legally obligated to put your interests before those of my own.
5️⃣ You always get me: At big advisory firms, you may be one of 250+ clients assigned to a particular advisor. And that advisor might not always be on the other end of the line. Presidio Advisors is small and intimate by design. You always work directly with me, and our conversations pick up right where we left off so you don’t have to re-explain your story each time.
Education
University of Southern California, summa cum laude, Bachelor of Science in Business Administration | Harvard Business School, Master of Business Administration
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Entrepreneurs
- Gen Y / Millennials
- Technology Professionals
- Young Families
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Amazing value!
Josh is the best investment
Feels like we won the lottery
Clear advice that empowered me to make decisions
We're set for the future
Personalized attention and peace of mind
Consultative Financial Planning that is Comprehensive and Eye Opening
Incredibly hands on
Extremely knowledgable, thoughtful, and reliable
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Josh's Equity Comp Blog
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