10 years of equity planning experience. None of the generic advice.
Many advisors have never seen an AMT problem. Mitchell Ludwig, CFP® has spent 10 years guiding tech professionals through vesting cliffs, ISO exercises, and IPOs. No handoffs.
Mitchell Ludwig, CFP®
A problem many 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: Incentive Stock Options (ISOs) expiring unexercised, Alternative Minimum Tax (AMT) bills arriving without warning, initial public offering (IPO) lockup expirations with no plan in place. The standard advisory model wasn't built for it.
Many 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 around it.
That work led to The EQUITY System™, a proprietary framework that educates tech professionals on key equity compensation concepts and provides the structure for making important financial decisions like when to exercise, how much to withhold, and what to invest in to achieve each client's unique goals.
Individual needs vary and require consideration of your unique objectives and financial situation.
What Mitch brings to the table
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® professional and Investment Advisor Representative with United Planners Financial Services.
Experience
10 Years Serving Tech Professionals
Experience 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 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.
Your equity package, your situation. A clear read on where you stand and what to do next. No generic advice.
Book an Equity Strategy Call