Unlock Executive Wealth for Financial Advisors
Seize the $4 Trillion Market Opportunity!
Executive Financial Group empowers advisors to connect with Highly Compensated Employees (HCEs).
Transform your practice and drive sustainable growth.
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$4 Trillion Opportunity
Unlock the massive potential of the Highly Compensated Employee (HCE) market.
Untapped Market
Enormous wealth opportunity, often overlooked by advisors.
Growing Segment
Driven by rising incomes and complex needs among top-tier employees.
Low Penetration
Less than 1% currently served by specialized advisors, vast room for expansion.
This market offers stable, long-term client relationships.
It also provides significant asset accumulation potential for practices positioned to serve it.
Unlock Growth with HCE Relationships
At Executive Financial Group, we help you tap into the lucrative Highly Compensated Employee (HCE) market.
Build on Expertise
Leverage your existing high-net-worth expertise.
Specialized HCE Focus
Address unique HCE needs: equity compensation and executive benefits.
Enhance, Don't Replace
Optimize your strategies for HCEs, addressing critical gaps.
Sustained Growth
Build long-term partnerships for asset accumulation and profitability.
This focused approach helps you identify and leverage opportunities often overlooked by broader strategies.
Why Focus on HCEs?
Highly Compensated Employees (HCEs) have unique and complex financial situations that traditional high-net-worth strategies often miss.
Their distinct compensation structures, including equity and deferred plans, require specialized strategies beyond conventional wealth management.
Complex Compensation
HCEs gain significant assets through equity compensation, executive benefits, and deferred plans.
Specialized Strategies Needed
Their unique financial landscape demands tailored approaches, not conventional wealth management.

Equity Compensation: The True "Front Door"
Many advisors believe services like lending or estate planning open the door to HCEs. However, they often miss the most critical entry point: Equity compensation.
Equity compensation is often the largest income source and most significant asset for HCEs. Traditional wealth management frequently overlooks its complexities (stock options, RSUs, ESPPs) or treats it as an afterthought.
Mastering these nuances unlocks this vital "front door," builds immediate trust, and positions you as an indispensable partner for HCEs.
Major Assets
HCEs possess substantial assets with intricate financial needs.
Household Impact
Their financial decisions significantly influence their entire household.
Referral Growth
Tailored HCE solutions drive practice growth and valuable referrals.
C-Suite Access Through HCEs
Transform HCE relationships into direct access to top corporate leadership, unlocking unparalleled growth for your practice.
Cultivate HCE Relationships
HCE relationships open trusted pathways to C-suite executives who value specialized financial expertise.
EFG's Specialized Offering
EFG's unique offering helps you attract and win critical C-suite business, distinguishing your practice.
Strategic Advantage
Position yourself as an indispensable partner, providing the exact expertise C-suite executives need.
Competitive Moat & Referrals
This strategic approach builds a competitive advantage and generates self-sustaining referrals among top-tier executives.
Envision your practice as the go-to expert for executive compensation, building high-value client relationships and unprecedented growth.
Equity: Key to HCE Wealth
For Highly Compensated Employees (HCEs), equity isn't just a perk—it's their primary source of wealth.
However, traditional wealth management often overlooks its complexities. Mastering equity compensation creates an essential "front door" for advisors, building trust and strong HCE relationships.
Why Traditional Advice Fails HCEs
Many advisors use conventional strategies, missing the unique financial landscape of HCEs dominated by complex equity awards.
General investment advice falls short, neglecting immediate concerns like stock options, RSUs, and ESPPs. Without deep understanding of tax implications, vesting, and illiquidity, advisors struggle to serve this valuable segment effectively.
From Equity to Full Wealth Management
Equity expertise opens doors to comprehensive wealth management. Advisors who understand vesting, tax, and diversification become indispensable partners for HCEs:
Build Trust & Credibility
Demonstrate specialized knowledge addressing HCEs' most valuable financial concerns.
Expand Service Offerings
Transition from equity-specific advice to comprehensive financial planning, retirement, and estate solutions.
Foster Long-Term Relationships
Become a trusted advisor, securing enduring client loyalty and referrals.
Software vs. Expertise: The EFG Advantage
Basic financial planning software lacks comprehensive equity compensation strategy. HCEs often make critical decisions alone or rely on CPAs, whose expertise focuses on tax compliance, not strategic planning for maximizing equity.
Scenario Modeling
Software: Limited "what-if" scenarios.
EFG: Sophisticated modeling for complex equity across market conditions and goals.
Tax Optimization
Software: Generic advice.
EFG: Advanced strategies for minimizing taxes (NQSO/ISO, 83(b), charitable giving).
Vesting & Liquidity
Software: Simple tracking.
EFG: Proactive planning for vesting, cash flow, and optimized liquidation.
Diversification
Software: General recommendations.
EFG: Strategic timing for concentrated stock and HCE-specific risk tolerance.
Regulatory & Compliance
Software: No guidance.
EFG: Expert guidance on SEC regulations, company compliance, and executive restrictions.
Strategic Guidance
Software: Data aggregation only.
EFG: Holistic, personalized advice integrating equity into overall wealth, estate, and philanthropic goals.
Our Proven Approach
Understand
Diagnose client acquisition and retention challenges through confidential assessment.
Develop
Craft bespoke strategies aligned with your firm's strengths and market position.
Implement
Deploy frameworks to enhance trust and deliver value to HCE clients.
Refine
Continuous monitoring to evolve with market dynamics and client needs.
Our client-centric methodology maintains the highest standards of confidentiality while delivering measurable results.
Meet Our Team
Our team brings decades of expertise in financial services and executive consulting.
We help you tap into the $4 trillion High-Capacity-Equity (HCE) opportunity by equipping advisors with specialized knowledge and insights.
We provide proven processes and practical tools to successfully monetize HCE clients.
Our collaborative partnership ensures seamless integration, complementing your existing capabilities and fostering valuable knowledge transfer.
Nathan Bidner
Founder
Nathan brings nearly three decades of experience shaping financial services advice for employees and executives, specializing in equity compensation and executive acquisition.
At Charles Schwab, he pioneered financial wellness frameworks and launched their most significant financial planning platform. His leadership at Fidelity and Morgan Stanley further developed cutting-edge equity compensation planning platforms and drove significant client conversion growth.
Having worked alongside the industry's most effective equity compensation planners and advisors, Nathan's expertise ensures our strategies are built on unmatched industry insight.
Matthew Von Duhn, CFP®
Matthew brings 30 years of financial services experience, demonstrating a deep understanding of complex financial scenarios. As a Certified Financial Planner® (CFP®), he possesses a robust foundation in comprehensive financial planning, crucial for navigating the unique needs of High-Capacity-Equity (HCE) clients.
His extensive background includes significant roles in financial advising and a dedication to training financial professionals. Matthew's expertise extends to translating intricate financial concepts into actionable advice, making him an invaluable asset in preparing advisors to effectively engage and monetize HCE opportunities.
His Bachelor of Arts from Case Western Reserve University underpins a career marked by intellectual rigor and practical application in the financial services sector.
Services for Financial Advisors
1
Advisor HCE Acquisition Strategy
We equip financial advisors with the specialized knowledge, proven processes, and practical tools required to effectively acquire High-Capacity Executives (HCEs) as clients.
2
Conference & Value-Add Presentations
We deliver engaging 30-60 minute presentations for advisors, designed to fuel their interest and provide a strong foundation for starting the acquisition of HCE clients.
3
Individual RIA to Enterprise Solutions
Our comprehensive services are scalable and adaptable, catering to a diverse clientele ranging from individual Registered Investment Advisors (RIAs) to full-scale enterprise financial institutions.
4
Content Contribution for Education
We contribute valuable content to educational initiatives, supporting efforts in acquiring, maintaining, and providing exceptional service to both executives and High-Capacity Executives (HCEs).
HCE Specialization Services
EFG equips your firm with the knowledge, tools, and support to attract, manage, and retain High-Compensated Executive (HCE) clients.
Gain a decisive competitive advantage with our specialized services.
Core Transformation
Equip your team for HCE acquisition:
  • Team Training Programs
  • Executive Acquisition Bootcamp
  • HCE Planning Certification
Value-Add Presentations
Boost firm visibility with expert presentations:
  • Industry Presentations
  • Client Seminars
  • Prospect Workshops
  • Custom Presentations
Ongoing Support
Ensure continuous growth with direct expertise:
  • HCE Mastermind Sessions
  • Quarterly Strategy Reviews
  • Custom Research
  • Thought Leadership Library
  • 24/7 Expert Access
Success Stories
Results from a large wirehouse implementation:
10x
Higher Conversion
Advisors using our HCE process achieve 10x higher conversion rates.
$1.4M
Average Acquisition
Targeted strategies yield an average acquisition value of $1.4M per HCE client.
2.5x
Net Asset Flow
Our specialized process drives 2.5x greater net asset flow for HCE clients.
Ready to Unlock New Growth?
Schedule a confidential consultation to discover how Executive Financial Group can help your firm acquire and deepen high-value HCE relationships.
Our team provides customized insights and actionable strategies tailored to your unique needs.
Connect with Executive Financial Group
Call Us
415-500-1579
Ready to unlock growth? Reach out today.