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Executive Comp & Flat-Fee Planning with Malcolm Etheridge | Financial Planner Search
In this episode of Financial Planner Search, Malcolm Etheridge, a Certified Financial Planner and Enrolled Agent at Capital Area Planning Groups, discusses his specialized approach to untangling complex executive compensation issues for senior leaders at publicly traded companies. He highlights how his firm operates as a stripped-down multifamily office tailored for high-net-worth families and "recovering DIYers". Malcolm shares his unique journey transitioning from computer engineering to becoming a self-proclaimed "tax nerd" , explaining why deeply understanding tax implications is vital to…
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