Hegdahl Investment Management | Independent Wealth Advisory

why us.

Experience Matters

We’ve built companies and spent decades leading initiatives in big tech. We understand concentrated equity, vesting schedules, and liquidity events because we have navigated these exact milestones firsthand.

Fiduciary Alignment

As a 100% independent and fee-only firm, our structure is designed for pure objectivity. We are compensated solely by our clients, ensuring our guidance remains completely aligned with your best interests.

Institutional Pedigree

Two decades of market experience across institutional banking and independent practice. We provide steady, disciplined stewardship through evolving economic cycles and shifting tax legislation.

Analytical Standard

Led by a CFA® charterholder and MBA. Our portfolios are engineered with institutional rigor, emphasizing systematic risk management and evidence-based asset allocation to build lasting wealth.

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 bridging financial analysis and operational leadership. He began his career in commercial banking and wealth management, building a foundation in corporate credit analysis and portfolio strategy. Transitioning to tech and business leadership, he served as CEO of a cleantech company through a successful acquisition, and spent seven years driving product initiatives at Amazon. Paul holds an MBA from the University of Washington and the CFA® designation.

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 corporate equity structures and rapid scaling allows him to effectively guide tech 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.

direct alignment.fiduciary clarity.