Fritz Moosherr

Wealth Advisor

Fritz is a fiduciary financial advisor and wealth manager specializing in equity compensation, stock options, RSUs, tax planning, and long-term wealth management for high-earning professionals. He primarily works with technology professionals, startup employees, founders, executives, physicians, attorneys, and other high earning professionals navigating complex compensation and growing wealth.

Whether clients are preparing for an IPO, managing concentrated stock positions, or making decisions around equity compensation, Fritz helps simplify complexity and build thoughtful, long-term financial strategies.

Before joining Canopy Wealth Management, Fritz spent several years inside the technology industry, most recently at Hebbia, an Andreessen Horowitz (a16z)-backed startup in New York. As one of the company's earliest employees, he experienced firsthand how equity compensation evolves as a company scales - from early-stage growth through more than 100 employees.

That experience gives him a unique perspective on the financial decisions many technology professionals face throughout their careers. He understands the realities of restricted stock units (RSUs), incentive stock options (ISOs), non-qualified stock options (NSOs), pre-IPO equity, concentrated stock positions, and tax planning because he's lived through them himself - not simply studied them.

Today, Fritz helps clients navigate questions like:

  • Equity compensation planning (RSUs, ISOs, NSOs, and stock options)
  • Pre-IPO and liquidity event planning
  • Tax-efficient wealth strategies
  • Concentrated stock position management
  • Diversification planning
  • Long-term investment management
  • Financial planning for high-income professionals

Fritz earned his Bachelor of Commerce in Finance and Accounting from the University of Melbourne in 2019. He joined Canopy Wealth Management because he wanted to work closely with clients as part of a boutique advisory firm where he could provide highly personalized financial advice and build lasting relationships.

Based in New York and Michigan, Fritz serves clients across the United States as a fiduciary advisor.

Outside of work, Fritz enjoys playing tennis and staying involved in the Detroit community where he grew up.

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