See if we're a fit
See if we're a fit
Meet RORA
Financial Advice For The Modern Professional

Plan better and design the life you want.

Meet RORA

Rora is an independent planning-first advisory firm with expertise in equity compensation. Our empathetic discovery process and therapy-like approach to financial planning help you understand what it’s all for and the steps needed to get there.

Testimonials

What our clients think:

New York

It's like therapy. Samuel understands our financial needs because he knows us. He helps us see how to make what we want a reality.

Mumta & Ian
New York

He's so good at communication and breaking down complex topics into simple terms. I appreciate that he isn't pushy—he presents options.

Johan & Katrinna
Michigan

It's not just about business, he gets to know you as a person. Money is stressful and there's a sense of ease working with Samuel.

Jenn
New York

Samuel starts with the emotional and mental work first. I had a scarcity mindset and he helped me see that we had more than we realized.

Peter & Jenn
New York

Samuel is very attentive. He takes the time to explain things and is very transparent. It never felt like he was trying to upsell anything.

Michelle
We work with clients from leading brands like:

We specialize in helping founders and millennials in tech. Our clients often face complex financial and tax decisions, such as how to navigate their company’s IPO or acquisition.

What we do

Rora manages the full picture and help remove the stress of managing your finances. Our greatest value lies in our coaching mindset and partnership. We educate you to help you make well-informed financial decisions.

 
A Typical Wealth Management Firm
Robo Advisors
Personalized Comprehensive Advice
Tax Planning, Preparation & Filing
Equity and exec Compensation Experts
Estate Planning
Holistic Life Planning
Investment Strategy
Strategic Tax-Loss Harvesting
Behavioral Management Coaching

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If you’re doing financial planning and you don’t feel like a therapist, you’re doing it wrong.

Our Process
Featured In

The process both helped uncover what was going on in our heads and gave us a strong framework for what we want from our life... and how we use money to get there. It was really empowering.

Mumta & Ian
About Our Process
See if We’re a Fit

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