Hegdahl Investment Management | Independent Advisory

why us.

Institutional Foundation

Backed by nearly two decades in banking and portfolio management, we deliver institutional-grade execution within a purely independent structure. We navigate shifting market cycles with disciplined risk management and a long-term focus.

Executive Insight

With over 20 years of combined experience leading initiatives in big tech, we understand corporate compensation firsthand. We design proactive, tax-conscious strategies for RSUs, options, and concentrated equity.

Analytical Standard

Directed by a CFA® charterholder. We build custom portfolios using evidence-based research, systematic asset allocation, and integrated tax planning.

Direct Alignment

100% independent and fee-only, with zero outside stakeholders. We answer exclusively to our clients, ensuring our advice is always aligned with your goals.

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 a complimentary conversation to understand your financial landscape, define your primary goals, and determine if our approach aligns with your needs.

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 brings nearly two decades of experience across commercial banking, portfolio management, and operational leadership. He 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 to provide independent, fee-only advisory. Paul also spent seven years driving product initiatives at Amazon. He holds an MBA from the University of Washington and is a CFA® charterholder.

Myles Brady

Principal

B.S. Finance Investment Advisor Representative

Myles brings deep operational and strategic expertise from nearly 13 years at Amazon, where he spent a decade in product management driving international growth and execution for Amazon Devices. His firsthand experience navigating equity compensation allows him to effectively guide professionals and business leaders through complex financial transitions. Myles holds a degree in Finance from the University of Pittsburgh and is an Investment Advisor Representative in Washington and Alaska.

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.