Tanis Financial Group
Financial Planning to Build Your Dream Life
You’re High-Achieving. Your Financial Plan Should Be Too.
You have the income, the career, and the investments that have been growing for years. But somewhere between the RSU vesting schedule, the equity compensation you don’t fully understand, and the retirement timeline you’re quietly anxious about — the big picture got blurry.
You’re not looking for a generic plan. You’re looking for someone who gets it.
I’m Caroline Tanis, CDFA®, founder of Tanis Financial Group — fee-based financial planning and wealth management for executive women and their families with $1M+ in investable assets, nationwide.
Most financial plans are built for someone else’s life — not yours.
As a fee-based female financial advisor specializing in executive women and their families, I take a comprehensive, highly personalized approach across every dimension of your financial life: cash flow, equity compensation, investments, taxes, retirement planning, insurance, and estate planning.
My clients typically have $1M or more in investable assets. What they have in common: they’re accomplished, they’re busy, and they’re ready for a plan as sophisticated as they are.
No product sales. No conflicts of interest. Just expert, fiduciary guidance built around your goals, your timeline, and your life.
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“You’ve worked incredibly hard to build what you have. My job is to make sure your money works just as hard — and that you actually enjoy the life you’ve built.”
— Caroline Tanis, CDFA®, Founder & Lead Financial Advisor
Meet Caroline Tanis, CDFA®
I’m Caroline Tanis — a Certified Divorce Financial Analyst® and fee-based female financial advisor specializing in comprehensive wealth management for executive women and their families with $1M+ in investable assets.
Based in New Jersey and serving clients nationwide, I founded Tanis Financial Group to give high-achieving women and their families the fiduciary, personalized financial guidance they deserve — across retirement planning, investments, equity compensation, tax strategy, insurance, and estate planning.
No commissions. No cookie-cutter plans. Just a trusted female wealth advisor in your corner for every major financial decision.