Our advisors are special.

The best financial advice, without judgement.

Our advisors trained at places like Goldman Sachs, Morgan Stanley, Citibank and BlackRock, but they also possess a deep empathy and understanding of how to help early to mid career professionals and those closer to retirement take control of their financial lives and empower them with the tools to reach their full potential.

Each of our advisors is a CFP® professional, the highest standard of care in the industry. By virtue of our flat-fee model, we receive no compensation for the products you choose, so our advisors are focused only on providing the best unbiased advice to our clients.

Our advisors know that good financial planning can lead to owning a home sooner, retiring early or even taking a year off. More than experts, they are partners in your financial journey.

Meet the brilliant advisors at Domain Money.

"Katy Song was exactly who my wife and I were looking for. She's a fee-only financial advisor that was able to create a detailed plan for us that gave us peace of mind as we embarked on purchasing our first home."

Katy Song, CFP®

Chief Financial Planner

Raised in Rye, New York, Katy moved to California in 1993 to attend the University of California, Santa Cruz (Go Banana Slugs!). After graduating in 1997 with honors and a B.A. in Global Economics, she worked for the U.S. Department of Commerce in the International Trade Administration. Katy attended the Haas School of Business at the University of California, Berkeley (Class of 2002), after which she worked as an investment banker for Citigroup.

Since 2008, Katy has focused on helping families with young children and couples get their financial lives in order and put them on track for living the life they want. She is a member of the National Association of Personal Financial Advisors (NAPFA).

15+ years experience

San Francisco, CA

Family Planner, Consistent, Trust

Adrianna Adams, CFP®

Head of Financial Planning

Adrianna is passionate about translating complicated financial concepts into goal-oriented solutions. Prior to Domain, Adrianna worked as a financial advisor at Morgan Stanley. In her free time, she enjoys cheering on her favorite Cleveland sports teams or having friends over for Taco Tuesday and book club!

8+ years experience

Cleveland, Ohio

Friendly, Strategic, Resourceful

"Adrianna is extremely knowledgeable and provided great new ideas for streamlining my finances. I couldn't be happier with her assistance."

"Brian is amazing. I love him! Knowledgeable, honest, helpful, and gave advice based on what's best for his clients, not what he thinks they want to hear."

Brian Matthews, CFP®

Head of Investment Strategy

Brian is a former Vice President at Goldman Sachs with over a decade of experience in the Financial Services Industry. Brian loves talking about the markets, has a knack for making intricate concepts easy to grasp and thrives on helping people get their finances on the right track. A native of the Midwest, Brian has a lifelong love/hate relationship with the Minnesota Vikings. He also enjoys golfing, spending time with friends, and is addicted to morning workouts and iced coffee.

"Brian is amazing. I love him! Knowledgeable, honest, helpful, and gave advice based on what's best for his clients, not what he thinks they want to hear."

10+ years experience

Austin, TX

Thoughtful, Concise, Analytical

Mitchell Kotheimer, CFP®

Certified Financial Planner

From the onset of his career, Mitch has spent his time working in the independent RIA space, focusing on holistic financial planning. Prior to Domain, Mitch worked at Sequoia Financial Group. He has a passion for understanding what is truly important to a client, helping them align their financial life with personal and professional goals. Outside of work, Mitch enjoys working out, watching sports, skiing and spending time on various outdoor projects, and volunteering with a local charity that provides adaptive sports to young people with physical disabilities.

4+ years experience

Cleveland, Ohio

Sincere, Diligent, Analytical

"He rewired how I think about financial planners. He welcomes all of my questions without judgment and is only focused on helping me reach my goals."

"All of the immediate questions I had were acknowledged and answered. I feel like I’m working toward creating a sustainable financial plan."

How are we different from other advisors?

We don’t / require that you move your assets to Domain

We don’t / push you to buy products

We don’t / charge assets under management (AUM) fees

We don’t / get compensated based on your products, so we are completely unbiased in our advice

We don’t / have minimums

We don’t / judge, ever

Meet your financial advisor

Get started building a financial plan today.

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