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Best Financial Advisors in Marin County

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Marin County, CAMarin County, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Marin County, CAMarin County, CA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

520 Tamalpais Drive, Corte Madera, CA 94925
Corte Madera, CA 94925

Advice Only is a financial planning firm that serves individuals and businesses in Marin County. It offers an online course on retirement planning and a financial plan developed by the company. The Advice Only plan includes a one-on-one financial plan analysis and a detailed financial planning report. It focuses on providing retirement planning advice, so it doesn't mention new products or companies. Advice Only was founded by Quincy Hall, who has been teaching financial planning classes for almost a decade.

520 Tamalpais Drive, Corte Madera, CA 94925
Corte Madera, CA 94925

Website(800) 484-7206

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

200 Kentucky Street, Petaluma, CA 94952
Petaluma, CA 94952
Instagram
  • Finance Planning

Breen Wealth Management, LLC, serves clients in Marin County and the neighboring areas. The wealth management company enlists the expertise of financial advisors that guide clients through matters that include generational planning, tax planning, and prudent investment. The team proffers personal advice to clients with individual investments as well as maintaining and implementing steps that respect and protect clients' privacy. Brian Breen leads the firm with over 15 years of experience in investment management, financial planning, and managing high-net-worth accounts.

200 Kentucky Street, Petaluma, CA 94952
Petaluma, CA 94952

InstagramWebsite(707) 595-6556

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

8 Manor Rd, Fairfax, CA 94930
Fairfax, CA 94930
  • Certified Financial Planner (CFP)

Encore Wealth Advisors is a firm that works for clients in Marin County. It advises individuals who need to plan their finances. During a two-hour meeting with clients, its staff members assess financial opportunities, risks, and strengths. They craft written recommendations on how to handle one's resources or wealth. The company helps individuals follow step-by-step plans for financial security. Its owner, Mark Stempel, is a NAPFA-registered financial advisor and certified public accountant.

8 Manor Rd, Fairfax, CA 94930
Fairfax, CA 94930

Website(520) 235-6985

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

400 Murray Avenue, Unit C, Larkspur, CA 94939
Larkspur, CA 94939
  • Estate Planning
  • Certified Financial Planner (CFP)

Fairlead Financial Advisors, LLC, is an independent investment advisory firm serving Marin County and nearby locations. It helps individuals and families achieve their financial goals through its array of wealth management solutions. The company offers estate and financial planning, personalized asset allocation, and portfolio construction and implementation services. It also creates graphical quarterly statements as well as investment and quarterly investment reports. Founder John Vreeland has been in the financial services industry since 1982. He is a CFP and a ChFC.

400 Murray Avenue, Unit C, Larkspur, CA 94939
Larkspur, CA 94939

Website(415) 381-6890

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

1101 Fifth Avenue, San Rafael, CA 94901
San Rafael, CA 94901
  • Estate Planning
  • Finance Planning

Fiduciary Financial Group is a company of financial advisors that offers services to Marin County residents. The company has a roster of financial professionals who are experienced in tax, accounting, investment, and legal matters. As such, they can offer appropriate advice for a wide variety of financial concerns encompassing real estate tax assets, tax strategies, insurance packages, financial investments, and estate plan design. Additionally, Fiduciary Financial Group serves high net worth retirees, tech professionals, business owners, and executives.

1101 Fifth Avenue, San Rafael, CA 94901
San Rafael, CA 94901

Website(415) 352-1100

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

700 Larkspur Landing Circle, Larkspur, CA 94939
Larkspur, CA 94939
  • Finance Planning

Hutchinson Capital Management is an independent advisory firm that offers financial planning and investment management services in Marin County and the surrounding metro areas. Since its establishment in 1995, the company has been helping clients make better financial decisions. It does this by helping clients understand and avoid investment fads and ill-timed trends that can lead to a negative financial impact. CEO Steven K. Wilkes previously worked for Wells Fargo, managing funds amounting to over $450 million.

700 Larkspur Landing Circle, Larkspur, CA 94939
Larkspur, CA 94939

Website(800) 481-8388

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Mill Valley, CA 94941Mill Valley, CA 94941
  • Certified Financial Planner (CFP)

Located in Mill Valley, Katy Song Financial Planning serves individuals and families in Marin County and other neighboring communities. Founded by Katy Song, a CFP and a NAPFA member, it offers customized financial plans that address clients' goals, cash flow, debt, and investments. It also assists in planning education savings, tax payments, retirement, and estate. The firm also provides clients with the option to include their asset manager, tax planner, and insurance agents in completing a comprehensive plan.

Mill Valley, CA 94941Mill Valley, CA 94941

Website(415) 272-3083

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1701 Novato Boulevard, Novato, CA 94947
Novato, CA 94947
  • Finance Planning

Ketron Financial has been providing financial planning services to residents of Marin County and the surrounding communities since 1969. It offers a wide range of services, including investment management, risk management, and estate planning. The company provides diversified portfolios that fit its clients' needs and risk appetite. Additionally, Ketron Financial's professionals continually communicate with clients, updating them on new issues and reviewing their investment portfolios. Managing partner Russell W. Ketron has been in the industry for more than 49 years.

1701 Novato Boulevard, Novato, CA 94947
Novato, CA 94947

Website(800) 748-6338

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

438 Ignacio Boulevard, Novato, CA 94949
Novato, CA 94949
  • Private Wealth Advisor

Founded in 2003, LFA Private Wealth Management serves Marin County. It provides financial advisory services in a fiduciary capacity to help clients achieve their financial and wealth management objectives. Its independent team of financial advisors offers alternative investments and multigenerational wealth planning. They create asset allocation models that reflect the goals and risk tolerance of affluent clients. They have more than four decades of combined industry experience. The company manages portfolios with a long-term perspective using technology and a network of strategic partners.

438 Ignacio Boulevard, Novato, CA 94949
Novato, CA 94949

Website(415) 924-6703

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

80 East Sir Francis Drake Blvd, Suite 1A, Larkspur, CA 94939
Larkspur, CA 94939
  • Retirement Planning

Marin Financial Advisors, based in Larkspur, caters to clients throughout Marin County. It offers financial advisory services, combining financial planning and investment management. It helps individuals and families in developing financial strategies with long-term benefits. It also handles wealth management, financial plan updating, insurance and estate plan review, household and business planning, and company stock and option monitoring. It employs its wealth management service model to assist clients with their specific financial goals. Dave Shore, the company owner, is the founding member of Marin Financial Advisors.

80 East Sir Francis Drake Blvd, Suite 1A, Larkspur, CA 94939
Larkspur, CA 94939

Website(415) 925-1212

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

899 Northgate Drive, San Rafael, CA 94903
San Rafael, CA 94903
  • Finance Planning

Marin Wealth Advisors, LLC, is a retirement planning and investment management firm that serves a wide range of clients, including businesses, individuals, and non-profit organizations throughout Marin County. It provides various services, such as financial coaching, tax planning, stock compensation consulting, and education planning. Its team of advisors retrieves the current performance of its clients' investments and helps them reallocate their assets. Additionally, the business's founder and principal, Robert Hunter, has been managing investment accounts for more than 30 years.

899 Northgate Drive, San Rafael, CA 94903
San Rafael, CA 94903

Website(800) 758-3768

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

100 Larkspur Landing Circle, Suite 110, Larkspur, CA 94939
Larkspur, CA 94939
  • Certified Financial Planner (CFP)

Meritas Wealth Management provides financial services to customers in Marin County and the surrounding areas. It specializes in investment advice, retirement and financial planning, tax planning, and philanthropic legacy creation. The firm evaluates its customers’ cash flow, debt, net worth, and emergency reserves. It identifies risk management and investment strategies to help clients create wealth and acquire financial freedom and security. Founder Gregg Clarke became a financial advisor in 1990. He is a CFP with an MBA in Financial Planning.

100 Larkspur Landing Circle, Suite 110, Larkspur, CA 94939
Larkspur, CA 94939

Website(415) 300-4560

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

80 East Sir Francis Drake Boulevard, Suite 3A, Larkspur, CA 94939
Larkspur, CA 94939
  • Certified Financial Planner (CFP)

Miller Pacific is an independent firm that works for clients in Marin County. It helps individuals, families, and businesses achieve their financial objectives. Its team follows the fiduciary standard, putting clients' interests first when recommending solutions for investment management. It provides tailored plans and executes strategies through a collaborative process. The company's founder, Leslie Miller, launched the Financial Women of the Year award event, which has collected over $2 million for scholarships.

80 East Sir Francis Drake Boulevard, Suite 3A, Larkspur, CA 94939
Larkspur, CA 94939

Website(415) 524-8089

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

165 N. Redwood Drive Suite 170, San Rafael, CA 94903
San Rafael, CA 94903
  • Estate Planning

Redwood Financial Advisors, Inc., is a firm that serves Marin County. It assists individuals in planning for retirement and provides goal tracking, performance reporting, and expense analyses to monitor their plans. Its "POISE" process integrates financial and estate planning, insurance, investments, and retirement distribution strategies to help clients achieve their goal of a financially secure future. The firm also handles charitable planning in the form of donor-advised funds, private foundations, and remainder trusts. Redwood Financial Advisors was established in 1992.

165 N. Redwood Drive Suite 170, San Rafael, CA 94903
San Rafael, CA 94903

Website(415) 472-1510

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

100 Larkspur Landing Circle Suite 203, Larkspur, CA 94939
Larkspur, CA 94939
  • Certified Financial Planner (CFP)
  • Retirement Planning

Shira Ridge caters to clients in Marin County and the surrounding areas. It helps them make informed financial decisions through investment advisory and wealth management services. Its strategy includes using low-cost index and exchange-traded funds while implementing active asset allocation. The firm's website features a consolidated reporting page where customers can track their current balances, monthly and quarterly reports, and performance information. Laurie Nardone, the managing principal, holds the CFP designation. She is a member of the Financial Planning Association.

100 Larkspur Landing Circle Suite 203, Larkspur, CA 94939
Larkspur, CA 94939

Website(415) 721-0275

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2 Ranch Drive, Novato, CA 94945
Novato, CA 94945
  • Finance Planning

Valley Oak Wealth Management can help Marin County clients looking for financial advisors. Its team of wealth management specialists helps clients through investment strategy, risk assessment, retirement planning, as well as wealth transfers and diversification. They help clients in planning about college and education, marriage, travel, business transition, and inheritance. They also educate clients about unexpected life events like death and divorce. Timothy Russell, its owner and founder, has been doing financial consulting for more than 25 years.

2 Ranch Drive, Novato, CA 94945
Novato, CA 94945

Website(415) 898-4439

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

999 Fifth Avenue, Suite 300, San Rafael, CA 94901
San Rafael, CA 94901
  • Certified Financial Planner (CFP)

WestHill Financial Advisors caters to individuals in and around the Marin County area. It offers various financial advisory services, such as financial planning, investment management, qualified retirement planning, and risk management. Its team of CFP® specialists helps clients assess their financial standing and creates a customized plan for their goals. Its team comprises financial advisors with over 200 years of collective industry experience. The company was initially founded as Taddei Ludwig and Associates in 1989.

999 Fifth Avenue, Suite 300, San Rafael, CA 94901
San Rafael, CA 94901

Website(415) 456-2292

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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