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Expert Investment Services

Financial plans for text.

Most advisors charge a percentage of the amount you invest. They are incentivized to get you to invest more money, rather than focus on what matters most to you. Domain Money is different. Our flat-fee pricing model is tailored to your needs.
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growing wealth
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Financial planning for your life
Most advisors focus on your investments. We focus on everything your money touchs.
No management fees
We don’t charge you more as your investment balances grow.
Investment strategies
Our investment approach is based on broad market exposure, which has consistently proven to be more effective than active management.
Low-cost ETFs
Exchange-traded funds (ETFs) are low cost ways to get broad market exposure and are hard to beat.
Portfolio analysis and specific recommendations

We review your entire investment portfolio and craft specific recommendations based on your goals and timeframe.
Rebalancing and allocation analysis

We’ll ensure you have the proper allocation and risk profile across your investments.
Tax loss harvesting

We’ll lower your overall taxable income by tax loss harvesting, when possible.
Investment management
Work with your dedicated Domain Money advisor to ensure your investments are aligned with your goals.  

We will analyze your investments wherever you hold them. We work with clients who have accounts at places like Fidelity, Vanguard, eTrade, Schwab and more.
Invest intelligently
We help our clients invest intelligently, matching their goals and risk tolerance with optimal returns.
Investing requires a steady hand and a long term perspective. With the help of your Domain Money advisor we’ll craft an intelligent investment strategy often utilized by high-net-worth individuals and endowments. Our focus is on improving overall returns, minimizing tax obligations and we charge no management fees.
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__How can I improve my returns in my Wealthfront robo investment account?
__Am I missing out on tax loss harvesting opportunities?
__Am I too concentrated in technology, given the RSUs I have with my employer?
__How much should I contribute to my 401(k) and Roth IRA this year?
__I’m interested in real estate investing, where should I begin?
How Domain Money works
Our flat-fee model means no assets under management (AUM) fees and no commissions.
Our focus is your financial well being. We don't push you to buy products, we only provide unbiased expert advice.
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. No questions asked.
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People love our approach
Hear what real clients have to say.
Aaron

Adrianna did a fantastic job and went into great detail on what exactly I need to do to achieve my goals, and even highlighted different scenarios. I will be recommending Adrianna and Domain Money to everybody!

Chelsea

We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.

Tyler

Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.

KB

Brian was encouraging, thorough, and understanding of my specific situation.

Eric

Working with Katy was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. She was very straight forward and unbiased in her assessment and advice. We will continue to work with her.

Tyrese

Great communication. Easy to work with. Super informative.

Nicole

Katy is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.

Jacob

Katy is tremendous. She's changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!

Brianna

We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.

"Honestly, I was blown away."
-Rachael Millanta, Nov. 8, 2023