Expertise.com
2024

Last updated:

Best Financial Advisors in Marin County

Our Recommended Top 19

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Marin County Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

78

Reviewed

54

Curated

19

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Marin County, CA
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Marin County, CA

Why choose this provider?

Need help contacting a Financial Advisor in Marin County? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

Reputation:

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.
4.0
Google
4.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: CRD#: 119798

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

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

Why choose this provider?

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.

License Verified:

License: 171991

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

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

Why choose this provider?

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.

License Verified:

License: 128855

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 4592147

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 148565

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 5691133

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Website
520 Tamalpais Drive, Corte Madera, CA 94925

Why choose this provider?

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (1)

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

Why choose this provider?

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.

License Verified:

License: 117627

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 152506

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 115336

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.6
Facebook
5.0 / 5 (9)
Yelp
3.5 / 5 (3)

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 135872

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • When should you seek a financial advisor in Marin County?

    You should consult a financial advisor in Marin County if you need professional advice on matters such as investing, creating an emergency fund, and paying off debt. Financial advisors help people develop long-term strategies for managing risks and building wealth. They can also provide financial advice if you are dealing with long-term healthcare, retirement, and estate planning.

  • What traits should you look for in a financial advisor in Marin County?

    Deep analytical ability, curiosity, and passion for financial planning and wealth management are some of the traits you should look for in a financial advisor in Marin County. You should also look for a financial advisor who put their client's interests first and their interests second. Additionally, the important attributes of a financial advisor include a good reputation, a proactive approach, clear strategy, experience, and a holistic view of your finances.

  • How can you find a financial advisor in Marin County?

    You can find a financial advisor in Marin County by asking your family, friends, or colleagues for recommendations. You can search for financial advisors online on websites like Expertise.com. Additionally, you can utilize FINRA's BrokerCheck database to find information on the experience and background of financial advisors, brokers, and firms. You can also browse the National Association of Personal Financial Advisors to look for a financial advisor near Marin County.

  • Do banks in Marin County have their own financial advisors?

    Banks in Marin County may or may not have financial advisors. Some banks may provide a wide selection of banking, insurance, lending, and investing products while others may not. In most cases, the financial advisors you can find in banks often work for a sister company. Most people prefer working with an independent financial advisor or one from an investment or financial advisory firm.

  • What documents should you gather when meeting with your financial advisor in Marin County for the first time?

    When meeting with a financial advisor in Marin County for the first time, it is advisable to prepare documents like relevant financial records, insurance documents, and investment account statements. Depending on your goals or the financial advice you need, you may also need to gather other documents, such as copies of income tax returns, pension coverage details, and monthly or annual spending estimates.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.