About 30/40 Wealth
Financial planning built specifically for tech professionals with equity compensation.
We Bring Clarity To The Complex
We understand the unique financial challenges that tech professionals face. From complex equity compensation to high-stakes career decisions, we help you navigate the obstacles that stand between you and your financial goals.
Equity Compensation Complexity
We demystify stock options, RSUs, and other equity compensation
Tax Optimization
Strategic planning to minimize your tax burden
Holistic Financial & Investment Advice
Aligning your finances with your goals through comprehensive planning for cash flow, investments, retirement, debt management, insurance, and more
Liquidity Event & Career Transition Planning
Navigate job changes, IPOs, and acquisitions with confidence
Deliver Outcomes, Not Outputs
Action is what matters. We're focused on implementation, not just delivering reports and plans.
Plan Development
We create a comprehensive, personalized financial strategy tailored to your unique situation and goals.
Active Implementation
We handle the complex tasks directly and guide you through the steps you need to take personally.
Ongoing Execution
We continuously monitor progress, make adjustments as needed, and ensure your plan stays on track.
Meet the Team
One lead advisor. One dedicated analyst. Built for the financial complexity tech professionals face.
Kris Barney
Founder & Lead Advisor
Kris brings a rare combination: 7+ years in investment banking followed by nearly a decade inside Silicon Valley tech — meaning he understands equity compensation from both sides of the table. He launched 30/40 Wealth in 2020 to deliver the kind of integrated financial advice he saw missing in both worlds, and has since guided clients through $500M+ in equity decisions across IPOs, tender offers, and acquisitions.
Outside the Office
Most weekends start with keeping up with his 7-year-old — which is its own athletic event. When he surfaces, you'll find him on the Pickleball court, exploring a new corner of Charlotte, or chipping away at the bucket list. Currently: a 100-mile century ride.
Alex Dunkel
Financial Planning Analyst
Alex brings dual degrees in Finance and Accounting from Miami University (Ohio) and three years of hands-on experience supporting 30/40 Wealth clients as an intern prior to joining full time in 2026. He has deep familiarity in financial planning, equity compensation, and tax strategy.
Outside the Office
A Dayton, Ohio native and lifelong Notre Dame fan, Alex is usually on the golf course or experimenting in the kitchen when he's not working through a financial plan.
Ready to Take Control of Your Financial Future?
Schedule a free consultation to discuss your unique financial situation and goals.