Dan Routh

About Dan Routh

I help founders & executives making at least save money on tax and plan for multi-million dollar exits. We help you map out your life goals and make your money work to support that lifestyle.We simplify the complexities of stock options, RSUs, ESPPs, and concentrated stock positions by developing an ongoing financial plan to support you and your family.Over the past decade, I’ve helped clients successfully navigate major financial milestones: IPOs, acquisitions, liquidity events, leadership promotions, and retirement. Whether designing a stock diversification plan, optimizing tax strategies, or preparing for an exit, I help executives align their wealth with their life goals.I’m a Partner, Senior Advisor at Old Peak Finance, an independent, fee-only wealth management firm based in Chapel Hill, NC. We specialize in comprehensive financial planning for executives and their families, with a focus on equity compensation, tax planning, and multi-generational wealth management.I’m a CERTIFIED FINANCIAL PLANNER™ and a graduate of Virginia Tech, with a degree in finance and a minor in applied economics. I’m also an active member of NAPFA, the leading professional association for fee-only financial advisors. Outside of work, I live in Raleigh with my family and enjoy exploring all the Triangle has to offer.If you\'re an executive seeking expert guidance on equity compensation and wealth management, I’d love to connect.About Old Peak FinanceOur firm has three core beliefs1. Financial advisors should be independent fiduciaries, acting solely in the interests of their clients.2. Financial advice should be comprehensive, focused not just on investing, but also on financial goal planning, estate planning, tax, and insurance.3. The best investment products use unbiased, academic research to maximize long-term returns. We primarily use low-fee funds with proven track records.To learn more about Dan and Old Peak Finance, please visit https://oldpeakfinance.com/-Old Peak Finance LLC (“Old Peak”) is a registered investment adviser. Old Peak and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Old Peak maintains clients. Old Peak may only transact business in those states in which it is registered, or in which it qualifies for an exemption or exclusion from registration requirements.As a policy, we cannot publish recommendations or endorsements from existing clients.

Experience

1. Partner

   Old Peak Finance

   Apr 2024 — Present · Chapel Hill, NC, US

   Comprehensive financial planning for executives and retirees. Old Peak Finance exists for one simple reason: to offer tailored, transparent advice so clients can achieve their financial goals.

Education

• Virginia Tech

  B.S. Business, Major: Finance Minor: Applied Economics

  2010 — 2014

Skills

• Analysis
• Leadership
• Crm Software
• Financial Planning
• Process Improvement
• Retirement Plan Consulting
• Public Speaking
• Investments
• 401(K) Retirement Savings Plans
• Teamwork
• Strategy
• Networking
• Presentations
• Powerpoint
• Microsoft Excel
• Microsoft Word
• Team Leadership
• Retirement Solutions
• Axys
• Junxure
• Social Media
• Cash Flow Analysis
• Financial Analysis
• Time Management
• Emoney
• Visual Basic
• Event Planning
• Customer Service
• Irebal
• Microsoft Office
• Sales
• Outlook
• Salesforce.com
• Budgets
• Life Insurance
• Finance
• Access
• Retirement Planning
• Business Development
• Wealth Management