We are here to help you:
Get clarity on your full financial picture today
Take action with clear next steps
Feel confident, knowing you’re not going it alone
The Unique Financial Challenges of Adobe Employees
As an Adobe professional, you may:
Feel unsure how your stock grants, ESPP, and 401(k) fit into one strategy
Be weighing big financial trade-offs: taxes, debt, savings, lifestyle
Feel worried about missing financial opportunities or making costly missteps
You bring innovation and creativity to Adobe every day, but decoding complex financial details isn’t your job. As fee-only fiduciary advisors, we specialize in Adobe’s compensation and benefits so you can focus on what inspires you, knowing your finances have structure and direction.
Make Your Adobe Benefits Work Harder for You
Make the Most of Your Benefits
Coordinate your 401(k), HSA/FSA, ESPP, and stock grants into a clear wealth-building strategy.
Plan With Confidence
Connect your compensation and savings to the life you want—today and for the future.
Keep More Through Smart Tax Planning
Cut taxes now and later with strategies led by our in-house Enrolled Agent.
Taking the Guesswork Out of Your Financial Plan
We follow an evidence-based approach to investing and financial planning so that research, not trends, guides your strategy.
Every advisor on our team is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional who integrates your Adobe benefits, investments, taxes, and goals into one clear plan.
Having an Enrolled Agent (EA) in-house means that tax-smart planning is built in from the start.
Guidance in Silicon Slopes and Beyond
Just as Adobe fuels creativity, your financial plan should inspire your confidence and freedom.
At Parkshore Wealth Management, we are a fee-only fiduciary firm, which means we work only for you, never for commissions. Our Lehi location, in the heart of Silicon Slopes, makes us accessible to Adobe employees, and we meet virtually with clients anywhere.
100% Fiduciary Duty—Your Interests Come First
No Commissions, Ever
A Dedicated Team of CFP® Professionals
Integrated Tax Strategy with Our In-House EA
Local Presence in Lehi + Full Virtual Flexibility
Comprehensive Planning for Your Financial Life
Benefits Optimization
Equity & Stock Planning
Tax Planning & Preparation*
Investment Management
Cash Flow & Savings Strategies
Debt & Student Loan Planning
Estate & Legacy Planning
Ongoing, Fee-Only Advice
*Additional fees may apply.
Want a free second opinion on your current investment portfolio or financial plan? Schedule a chat today.
Here’s How to Work with Us
STEP 1
Schedule a Chat
Meet in Lehi or online to discuss your goal and how we can help.
STEP 2
Establish the relationship
You decide whether we’re a fit and if you’d like to move forward.
STEP 3
Receive a Framework
We start crafting the financial blueprint for the life you envision.
Is Our Financial Advisory Firm Right for You?
We may be a good fit if you:
Work at Adobe in Silicon Slopes or virtually
Want to maximize your compensation, stock grants, ESPP, and 401(k)
Value a long-term partnership with a fee-only fiduciary who adapts your plan as life evolves
Have investable assets of $500,000 or more
Our mission is to provide Adobe professionals with clarity in their financial lives so that you can focus on what inspires you at work and beyond.
Take the First Step—Schedule a Chat
Make the most of your Adobe benefits with a plan that inspires confidence and supports what inspires you. Schedule a chat today.