Decades of equity planning experience. None of the generic advice.
Most advisors have never seen an AMT problem. Mitchell Ludwig, CFP® has spent a decade guiding tech professionals through vesting cliffs, ISO exercises, and IPOs. No handoffs.
Mitchell Ludwig, CFP®
A problem most advisors walk past. Mitch built a practice around it.
After years in wealth management, Mitch kept seeing the same pattern: tech professionals with real equity: ISOs expiring unexercised, AMT bills arriving without warning, IPO lockup expirations with no plan in place. The standard advisory model wasn't built for it.
Most advisors treated equity compensation as a line item on a financial plan. Mitch saw it as the central event of a tech career: complex, time-sensitive, and almost always underserved. So he built a practice exclusively around it.
That work led to The EQUITY System™, a proprietary framework that brings structure to the decisions tech professionals face: when to exercise, how to plan around AMT, how to diversify without triggering a tax bill that wipes out the gain.
Why tech professionals trust Mitch, The Equity Architect.
Education
Virginia Tech · CFP Education Program
Graduate of Virginia Tech's certified CFP education program, one of the top-ranked programs in the country.
Certifications
Certified Financial Planner®
Certified Financial Planner® and Registered Investment Adviser Representative. Member FINRA/SIPC through United Planners Financial Services.
Experience
10+ Years Serving Tech Professionals
Over a decade advising high-net-worth clients and tech professionals through ISOs, RSUs, AMT exposure, and liquidity events.
Methodology
The EQUITY System™
Co-inventor of a proprietary 6-step framework built exclusively for tech professionals navigating equity compensation decisions.
Outside the office, Mitch is still a nerd. Just a different kind.
Mitch lives in Raleigh, NC with his wife Brittaney. They've known each other since high school. A Virginia Tech grad, he spent years in Washington D.C. and Richmond before settling in North Carolina.
When he's not working through equity structures, he's playing guitar, practicing martial arts, or being outsmarted by two dogs with strong opinions. He describes himself as a nerd at heart, which turns out to be exactly the right disposition for someone whose job involves tax code, option pricing, and AMT exemption thresholds.
His clients tend to appreciate that he can switch fluently between a 409A valuation conversation and asking about their weekend. The work is technical. The relationship doesn't have to be.
Schedule a call with Mitch today.
30 minutes. Your equity package, your situation. A clear read on where you stand and what to do next. No generic advice.
Book an Equity Strategy CallMitchell Ludwig is a CFP® and Registered Investment Adviser Representative of Carolina Wealth Partners. Securities offered through United Planners Financial Services, Member FINRA/SIPC.