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Financial Advisory optimized for Bain & Company Partners

With help from our clients at Bain & Company, Geometric has created a specialized offering for Bain Partners that tailors our comprehensive services (financial planning, portfolio management, and tax) to your unique needs.

BAIN-SPECIFIC EXPERTISE

We have spent 10+ years gathering data, building frameworks/models, and creating processes specific to Bain Partners, including expertise on:

BAIN COMPENSATION TRAJECTORY

We know the trajectory and variability of Bain Partner compensation, and we use that data to more accurately model your financial projections and help inform your decisions.

BAIN COMPENSATION STRUCTURE AND TIMING

We understand your monthly draw, your quarterly bonus structure, and how each quarterly payment is calculated (i.e., advances vs true-ups). We develop a cash/liquidity plan to manage the lumpiness of your bonuses, especially when planning for new homes, renovations, or other big cash outlays.

BAIN CUMULATIVE SERVICE AWARD (CSA)

We know the mechanics of your Bain Cumulative Service Award (CSA) and how to model it in your financial projections.

BAIN 401(K) PLAN

We understand the details of the Bain 401(k) plan, how to incorporate it into your broader portfolio and financial projections, and what you should do with it when you leave the firm. We know how to optimize it — for example, by using the self-directed investment option when appropriate or (for Expert Partners) maxing out the “mega” Backdoor Roth option.

BAIN-COORDINATED PRIVATE EQUITY (E.G., SQUAM)

We track all active Bain-coordinated PE vehicles and integrate them into our portfolio management, tax, and financial projections processes. We provide a framework for understanding whether to participate in each offering, a model to help determine your commitment amount, capital call liquidity planning, and a Geometric-managed portfolio that continually rebalances around your Bain PE holdings.

BAIN PARTNER BENEFITS

We know your benefit options, how those change with your tenure, and the timing of when selections must be made. We proactively advise you on each benefit decision (life insurance, long-term disability coverage, excess liability, etc.) without you needing to ask.

BAIN TAX COMPLEXITY

We understand the nuances of Bain Partner tax needs including multi-state/office reporting, Squam income estimates and K-1s, etc.

DIFFERENTIATORS APPLICABLE TO ALL MBB PARTNERS

ADVISORS AS PEERS

Our Wealth Advisors share your academic background, professional training, and analytical mindset. Several people on Geometric’s team are former MBB consultants. We know the work you do, what makes it both challenging and fun, and the milestones and decision points you may face. If you find yourself considering opportunities outside of consulting, we’ll help you to quantify and understand their short- and long-term financial implications.

INVESTMENT PHILOSOPHY

Geometric’s low-cost, tax-smart, diversified investment philosophy tends to resonate with data-driven consultants looking for an evidence-based approach.

INTEGRATED TAX SERVICES

Tax preparation, filing, and ongoing strategizing by in-house Tax Advisors who are experts in the tax needs of MBB consultants and work closely with your Wealth Advisor – at no additional cost.

OWNERSHIP STRUCTURE

In a rapidly consolidating industry, we believe that remaining an independent, 100% employee-owned partnership is in the best interest of our clients and our team.

PRACTICE LEADERS
  • Full Bio: Andrew Leonard

    Andrew Leonard

    CFP®
    Founder & CEO
    Education

    M.B.A., Harvard Business School
    B.A., Emory University

    Experience

    Classic Capital, Inc. – Partner
    Analysis Group, Inc. – Senior Analyst

  • Full Bio: Tracy Johnson

    Tracy Johnson

    CFP®
    Senior Wealth Advisor & Partner
    Education

    M.B.A., Kellogg School of Management
    B.A., Northwestern University

    Experience

    Ameriprise Financial – VP, Analytics Strategy
    Bain & Company – Case Team Leader
    Kraft Foods – Manager, Strategic Planning

  • Full Bio: Jeff Fortner

    Jeff Fortner

    CFA
    Senior Wealth Advisor
    Education

    M.B.A., UCLA Anderson School of Management
    B.A., Pomona College

    Experience

    Bain & Company – Partner
    Gould Asset Management LLC – Portfolio Manager

HEAR FROM OUR CLIENTS AT BAIN

“Working with Geometric has been fantastic. Their approach is perfectly tuned to Bain Partners, and with experience working with 150+ Bain Partners they have been great advisors for the various stages of my Partner career and different phases of family life.”

Bain Senior Partner, San Francisco

Name withheld for privacy. References within Bain are available upon request and with their permission.

“Our team at Geometric truly cares about our family. They’re incredibly responsive, knowledgeable, and on top of everything all the time. I often think ‘this is how my clients must feel when they have a Bain team working with them.’ We have matching standards of quality, service and partnership.”

Bain Partner, Denver

Name withheld for privacy. References within Bain are available upon request and with their permission.

“We love how hands on and practical Geometric’s advice is. We had previously worked with Northern Trust and found they offered more of a “self-service” model that was no longer meeting our needs as the demands on our time increased. We wanted a full-service advisor who truly understood the financial dynamics of a Bain Partner career. We could not be happier with our decision! The team has been on top of every detail and has patiently answered every question we have asked. We highly recommend them to anyone from Bain looking to upgrade their financial team.”

Bain Senior Partner, New York City

Name withheld for privacy. References within Bain are available upon request and with their permission.

“Geometric makes everything work seamlessly – they have a deep understanding of the nuances of the financial side of Bain and have developed end to end solutions that are a perfect fit for Bain Partners. They make life easy.”

Bain Partner, Chicago

Name withheld for privacy. References within Bain are available upon request and with their permission.

“We’ve had an amazing experience working with Geometric… What sets them apart is the service levels we get from their entire team and the proactive nature of their outreach… We get a ton of value from their Bain-specific knowledge and advice, such as early emails around life insurance changes, Squam recommendations basically the minute the survey comes out, and helpful long-term modeling that would be impossible for us to do on our own. We can’t recommend them enough!”

Bain Partner, Boston

Name withheld for privacy. References within Bain are available upon request and with their permission.

These testimonials reflect the individual experiences of current clients. No compensation was provided for this feedback, and there are no material conflicts of interest. These experiences may not be representative of all clients and are no guarantee of future results.

Geometric has no formal affiliation with Bain & Company, and Bain has not endorsed Geometric’s services.