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Who We Serve

Professionals & Executives

You’ve built a successful career — and with it, a financial life that’s anything but simple: equity compensation, a concentrated position in company stock, a high tax bill, and far too little time to manage it all. Bellerophon is an independent, fee-only fiduciary in Charleston that helps executives and high-earning professionals turn complex compensation into lasting, well-coordinated wealth — with advice that answers only to you.

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Why Executives Work With Us

Your income is strong, but so is the complexity behind it. Stock options and RSUs, deferred comp, a large position in a single company, and a tax bill that climbs with every raise — all while your time is in short supply. We specialize in exactly this, so the most valuable parts of your compensation build wealth instead of risk.

What You’re Really Looking For

You want more than someone to "manage your money." You want a fiduciary partner who knows the executive's world — someone who:
Understands the ins and outs of RSUs, stock options, ESPPs, and performance-based pay
Designs a retirement strategy around your timeline and your vision for life after work
Connects your equity windfalls today with your long-term legacy
Helps you reduce taxes and avoid expensive, irreversible missteps
Gives you straight talk, not jargon, grounded in your actual goals
Coordinates with your CPA and estate attorney so nothing slips through the cracks
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And maybe most importantly, you want someone who speaks your language. No jargon. Just clarity, strategy, and results.

What We Deliver

Comprehensive, fee-only financial planning and wealth management for executives and high-earning professionals.
Equity Compensation Strategy
RSUs, options, ESPPs, and deferred comp can be your most powerful asset — or your biggest concentrated risk. We help you exercise, sell, and diversify with taxes and timing in mind, including 10b5-1 plans and AMT exposure.
Retirement & Financial Independence
Whether you're retiring early, on time, or not at all, we build a plan that turns a high income into the freedom to choose.
Concentrated Stock & Investments
A large position in your company's stock is a risk hiding as a reward. We build a disciplined plan to diversify around it without an unnecessary tax hit.
Tax Strategy & Coordination
We coordinate with your CPA so your equity, your income, and your investments are managed with your total tax picture in mind.
Legacy & Estate Planning Support
You've built something meaningful. We help you design a legacy that protects it, alongside your estate attorney.

Because Success Should Be Supported

You’ve earned more than a paycheck — you’ve earned the freedom to make choices on your terms. Let’s build a plan that makes your compensation work as hard as you do.

Start Your Journey
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Ready to build a retirement plan that’s as driven as you are? Let’s talk.

Schedule Your Consultation