KFA Private Wealth Group
  • Who We Serve
    • Equity Compensation
    • Self-Employed
    • Other High Income Earners
  • Services
    • Financial Planning
    • Tax Planning
  • Resources
    • Articles
    • Webinar
  • Contact Us
  • About
  • Book a Free Consultation
KFA Private Wealth
  • Who We Serve
    • Equity Compensation
    • Self-Employed
    • Other High Income Earners
  • Services
    • Financial Planning
    • Tax Planning
  • Resources
    • Articles
    • Webinar
  • Contact Us
  • About
  • Book a Free Consultation
Should You Participate in Your Employee Stock Purchase Plan?

Should You Participate in Your Employee Stock Purchase Plan?

by Jason Epps | May 3, 2023 | Blog, Equity Compensation, High Income Earners

By Jason Epps, CFP®, CRPC®  It’s no secret that top-notch employers are always on the hunt for the quality talent out there. And to secure that talent, they know they need to offer some serious perks. From comprehensive healthcare insurance to plush retirement plans,...
Got Equity Compensation? 5 Tips to Build It Into Your Financial Plan

Got Equity Compensation? 5 Tips to Build It Into Your Financial Plan

by Tricia Lepofsky | Dec 8, 2021 | Blog, Equity Compensation, High Income Earners

By Tricia Lepofsky  As we discussed in the first article in this series, equity compensation has become an increasingly popular option for many employers. It provides loyalty and employee benefits without the upfront cost required to increase base salaries or...
What You Need to Know About Equity Compensation

What You Need to Know About Equity Compensation

by Jason Epps | Nov 11, 2021 | Blog, Equity Compensation, High Income Earners

By Jason Epps, CFP®, CRPC®  There’s a reason your employer offers you a benefits package; it’s an incentive for you to stay with the company and a reward for your hard work and loyalty. Additionally, if your employer can align your financial well-being with that of...
Next Entries »
KFA Private Wealth

Your trusted person to maximize your tax savings and grow your wealth.

Book a Free Consultation

Who We Serve

  • Equity Compensation
  • Self Employed
  • High Income Earners

Services

  • Financial Planning
  • Tax Planning

Resources

  • Education

About

  • Our Story & Team
  • Contact Us

KFA Newsletter

Thank you for signing up.

Subscribe

Privacy Policy

  • Client Relationship Summary
  • Request Copy of KFA’s ADV 2b

© 2025 KFA Private Wealth Group, LLC. All rights reserved.

KFA Private Wealth Group is a full-service wealth management firm located in Tysons, Virginia.
KFA Private Wealth Group, LLC is a SEC Registered Investment Advisor