independent advice.
objective perspective.

A fee-only investment advisory firm providing custom portfolio management, proactive tax planning, and estate strategy.

why us.

Institutional Depth

Built on a formal credit and banking foundation, we deliver decisive execution led directly by the firm's principals.

Executive Insight

As company builders and tech veterans with over a decade of independent advisory experience, we understand complex compensation firsthand.

Analytical Rigor

Directed by a CFA® charterholder, we build custom portfolios using empirical market research, systematic asset allocation, and integrated tax discipline.

Direct Alignment

As a fee-only practice with zero outside shareholders, we answer exclusively to you.

expertise.

concentrated wealth.

Strategic guidance for RSUs, stock options, and major liquidity events. We optimize vesting schedules, mitigate concentration risk, and structure your proceeds to achieve lasting financial independence.

portfolio management.

Discretionary, tax-efficient portfolio construction. We implement systematic rebalancing and evidence-based global asset allocation tailored precisely to your risk tolerance and time horizon.

tax & estate strategy.

High-level, holistic planning focused on tax efficiency across your entire balance sheet. We guide an annual tax planning process, conduct estate plan reviews, and consider tax outcomes across every financial decision.

get started.

discovery.

We schedule an introductory conversation to discuss your financial goals and determine if our approach is the right fit.

bespoke planning.

We construct a customized strategy tailored to your specific situation—integrating portfolio management, proactive tax planning, estate design, and a clear roadmap for long-term financial independence.

dynamic execution.

Your life doesn't stand still, and neither does your financial situation. We continuously monitor, rebalance, and implement tax-efficient portfolio adjustments as your career and priorities evolve.

the team.

Paul Hegdahl

Managing Principal

CFA® MBA

Paul began his career in middle-market banking at Bank of America Merrill Lynch, working across commercial credit, treasury, and relationship management. He later served as CEO of a cleantech company through its acquisition before founding Hegdahl Investment Management in 2014. Paul also spent seven years driving product initiatives at Amazon. He holds an MBA from the University of Washington.

Myles Brady

Principal

B.S. Finance

Myles spent nearly 13 years at Amazon, including a decade in product management driving international expansion and product delivery for Amazon Devices. His firsthand experience with tech compensation informs his work guiding professionals through equity vesting, concentrated equity, and career transitions. He earned his degree in Finance from the University of Pittsburgh.

institutional custody.

Security and transparency are paramount. Hegdahl Investment Management never takes physical custody of client funds. All client assets are securely held at independent, third-party custodians (such as Charles Schwab), providing you with SIPC insurance protection and direct, 24/7 access to your accounts.

let's connect.

Send us a message below or email us directly at contact@hegdahlim.com.

independent advice.objective perspective.