The 'fee-only' designation matters. As small, fee-only, independent financial planners, we work for you—your best interests and needs only. At large brokerage and investment management firms, products and profits come first. Too often, you come in second.
Protect and grow your assets
We want to help you make clear, informed decisions about your assets and your life. Each of our planners is
Certified, with hard-won credentials that ensure confidence and security.
We build long-term relationships to get to know you better to support you better. And, because we just really like people. As small East-Bay business owners, we're friendly, available, responsive and active in our community.
