Personalized investment portfolio
File taxes
Save for a house
Find missed tax advantages
Find lost money
Create Vacation fund
Lower tax bill
Backdoor Roth IRA
Pay my bills
Find old 401(k)s
High-yield savings account
Lower my bills
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For $29 per month, our advisors will build your investment strategy, find missed tax opportunities, file your taxes, lower your bills and much more.
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We found tax advantages that could increase your net worth by $1,342,231.
*The estimated increase in net worth is a hypothetical representation of the average amount that Domain clients could increase their net worth by the time they reach the age of 65 by maximizing their tax advantages. Our methodology consists of analyzing 26 different client scenarios, aggregating what you save each month, across all accounts, and then primarily focusing on maximizing tax-advantaged accounts; next, we focus on investing the excess money in after-tax accounts. The assumed performance across all accounts is the same; in line with long-term US equity returns. Differences in performance are mainly due to tax advantages (e.g. deferral or avoidance of gains, capital gains tax, etc.) or putting more money into after-tax investment accounts versus cash. Domain does not assume that it would manage funds in any way that deviates from long-term return expectations of the broader US stock market; in other words, Domain does not seek to "beat the market.”
Feeling overwhelmed? Don't know where to start? Your dedicated financial advisor is here to help whenever you need them.
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Everyone is different. That's why we create a unique plan to invest and save your money using tax-efficient methods.
Included in every membership: access to a tax specialist who will prepare and file your return.
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You are individually matched with a Domain financial expert based on your unique situation: where you live, what you do, your goals and much more.
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Your Domain specialist will set up tax-advantaged accounts that fit your goals.
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Want to budget for your next beach vacation? Should you buy or lease your next car? Recommendations for a Rom-Com to stream tonight? We’re here to help with (almost) anything.
Each of our advisors have a fiduciary duty to act in your best interest.
That means they are held to the absolute highest standards of financial care.
There’s never any commission or outside influence on the advice you receive.
We match you with an advisor who works for you, on your goals and your timeline.
We look forward to meeting you and building your future together.
Each of our advisors have a fiduciary duty to act in your best interest. That means they are held to the absolute highest standards of financial care. There’s never any commission or outside influence on the advice you receive.
We match you with an advisor who works for you, on your goals and your timeline. We look forward to meeting you and building your future together.
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Your first month is on us!
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