Tech careers move fast.
We help you stay ahead of the curve and live the life you want.
Flat-fee financial planning for tech professionals navigating RSUs, stock options, tender offers, IPOs, and financial independence.
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Why Ad Astra
Your money should work for your life - not the other way around. We combine technical depth with genuine care for the things that matter most to you.
Equity & Tax Strategy
ISOs, NSOs, RSUs, ESPPs, AMT - we speak your language so you can stop worrying and start living.
Flat-Fee Transparency
Clear, flat, all-inclusive fees. Our only incentive is helping you build the life you want.
Engineer & Planner
Software engineer turned CFP® professional. Analytical rigor in service of what matters most to you.
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How It Works
Start a Conversation
Tell us about your situation through a short form. We read every one personally.
Mutual Exploration
If it seems like we could be a good fit for each, we'll explore more about your situation, where you want to go, and whether we're the right fit to take you there.
Build Together
If it feels right on both sides, we make it official - then ongoing guidance and support that evolves with your life.
Some of The Tools Behind Your Plan
Income Lab
Guardrails for Retirement Income
Income Lab
Stress Testing: What if you retired during the Great Depression?
RightCapital
Keep track of your full financial picture
RightCapital
Compare scenarios side-by-side to find the best path forward
Monarch Money
Get clarity on your cash flow
Monarch Money
See where your money actually goes
Hi, I'm Andy.
Software engineer turned CFP® professional. I built Ad Astra because tech professionals deserve an advisor who speaks their language - not one you have to educate before they can help you.
Learn more → Partners & Technology
Free Tools & Resources
AMT Calculator
Estimate your Alternative Minimum Tax exposure from ISO exercises and plan your strategy.
Try it →Five Tax Reduction Tools
A free guide covering five tools tech employees can use to pay less in taxes over their lifetime.
Get the guide →Mastering Tech Equity & Benefits
Free 2-hour video training on maximizing your equity compensation and avoiding costly mistakes.
Watch free →Latest Insights
Decoding the One Big Beautiful Bill Act for Tech Workers
Key tax changes from the One Big Beautiful Bill Act that impact tech workers - from SALT cap increases and AMT complications to QSBS updates and ACA premium changes.
Read more → Jun 19, 2025Why Flat-Fee Financial Advice for San Francisco Bay Area Tech Professionals?
Why the traditional AUM fee model falls short for tech professionals and how flat-fee financial advice better serves those with equity compensation, lumpy income, and complex tax situations.
Read more → Jan 6, 2025Why You Might Want to Exercise Your Incentive Stock Options Early in the Year
How exercising ISOs at the beginning of the year can give you flexibility to benefit from favorable tax treatment while reducing downside risk.
Read more →Ready for liftoff?
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