Expertise.com

Best Financial Advisors in Mountain View

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2023
Laurels

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Expertise.com Concierge Service logo
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Expertise.com Concierge Service

Mountain View, CA

Business Description

Need help contacting a Financial Advisor in Mountain View? Call our Concierge team at 818-639-7726. 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
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Price: Free booking service!

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Mountain View, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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
Yelp
4.0 / 5 (4)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Aspiriant logo
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Aspiriant

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2570 W. El Camino Real, Suite 520, Mountain View, CA 94040
  • Financial Planning

Business Description

Aspiriant is a business located in Mountain View that helps clients with their wealth and investment management needs. It offers financial planning solutions for various clients, such as entrepreneurs, founders, mid-career managers, and C-level executives. The company employs a team of 200 professionals, including chief executive officers, financial advisors, partners, and investment officers. Aspiriant volunteers for a variety of charitable organizations, such as LifeMoves, Family Giving Tree, and Momentum for Mental Health.

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
Facebook
5.0 / 5 (18)

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
Athena Wealth Management logo
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Athena Wealth Management

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800 W. El Camino Real, Mountain View, CA 94040
  • Private Wealth Advisor
  • Retirement Planning

Business Description

Athena Wealth Management, LLC, is a registered investment advisor with offices in Mountain View, California, and Incline Village. The firm offers comprehensive financial planning with a focus on income planning, tax planning, estate planning, cash distribution strategies, and complex workplace benefits. Securities are offered by Fortune Financial Services, Inc. The financial planner at Athena Wealth Management, Matthew Foertsch, has more than 10 years of experience in the industry and holds the Accredited Investment Fiduciary and Chartered Federal Benefits Consultant designations.

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
Cognizant Wealth Advisors logo
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Cognizant Wealth Advisors

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530 Lytton Av. 2nd Floor Suite 224, Palo Alto, CA 94301
  • Certified Financial Planner (CFP)

Business Description

Cognizant Wealth Advisors is an independent financial planning and investment firm serving Mountain View. The firm helps clients identify and prioritize their goals, simplifies complex decision-making, and establishes saving allocation strategies in order to achieve improved financial incomes. It also assists with investment planning through portfolio diversification, asset class rebalancing, public and non-publicly traded funds, asset allocation and asset location strategies, and alternative investments. The firm provides stock options planning, risk management, and retirement income planning.

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.
4.0
Responsiveness
Friendliness
Helpfulness
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Detail
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Cushner Caillier Group logo
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Cushner Caillier Group

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2 Belvedere Place, Suite 330, Mill Valley, CA 94141
  • Certified Financial Planner (CFP)

Business Description

Baird's Cushner Caillier Group is a firm of financial advisors offering its services in the Mountain View metro. It considers the client's financial goals, situation, and personal investment preferences in creating a financial plan. Its services include portfolio management, annuities, brokerage services, tax strategies, retirement, education planning, and wealth transfer. Baird, a privately held and employee-owned firm, has provided financial advice since 1919. Its managing director, Alex Cushner, brings over two decades of industry experience.

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
Edleman Financial Engines logo
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Edleman Financial Engines

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3945 Freedom Circle, Santa Clara, CA 95054
  • Certified Financial Planner (CFP)

Business Description

Edleman Financial Engines offers personalized financial planning and investment advice to clients in Mountain View and nearby areas. The firm can help with retirement planning, personal finances, family matters, and career advice. In 2018, Edelman Financial Services and Financial Engines merged to form Edleman Financial Engines. InvestmentNews and Barron's have named Edleman Financial Engines a top independent financial planning and investment advisor in the United States. Currently, the organization has 178 planner offices across the country.

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
Honu Wealth Management logo
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Honu Wealth Management

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1307 S Mary Ave, Suite 101, Sunnyvale, CA 94087
  • Certified Financial Planner (CFP)

Business Description

Honu Wealth Management has been catering to individuals and families in Mountain View since 2007. Its financial planning service helps with preparing for short-term and long-term expenses. This includes an investment portfolio that fits a client's risk tolerance, along with a retirement plan that provides continuous income even after leaving the workforce. The firm's estate planning services include drafting wills and setting up trusts. Founder Garth Willians is a Certified Financial Planner with more than 25 years of experience.

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
Facebook
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
Johnson Lyman Wealth Advisors logo
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Johnson Lyman Wealth Advisors

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4966 El Camino Real, Suite 109, Los Altos, CA 94022
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

Johnson Lyman Wealth Advisors has been catering to clients throughout Mountain View since 1985. It integrates strategic financial planning and investment management in its approach to investors. It educates clients on possible risks and returns to develop an articulated investment policy. It also aims to broaden diversification within major asset classes to reduce systematic risks. Lead wealth advisor Rob Lyman is a CFP who actively serves in the Financial Planning Association's Silicon Valley chapter.

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
Meyers Wealth Management logo
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Meyers Wealth Management

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441 California Ave, Suite 7, Palo Alto, CA 94306
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

Meyers Wealth Management offers its services to clients around Mountain View. Through a comprehensive review of a client's financial situation, it assesses goals and possible risks and options in creating an appropriate financial or investment plan. It also assists in asset allocation and location to help determine securities and where to hold them. CFP David S. Meyers started his financial planning career with Salomon Brothers in 1993 before founding Meyers Wealth Management in 2008.

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Oakhurst Financial

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1059 Fremont Ave, Los Altos, CA 94024
  • Estate Planning
  • Retirement Planning
  • Investment Advisor

Business Description

Oakhurst Financial is a wealth management firm that caters to Mountain View-based clients. It handles financial planning, including retirement solutions, household budgeting, college funding, home purchase analysis, mortgage refinancing, and life insurance. It also offers investment management and tax planning services. The firm is also an authorized IRS E-File provider. Jerry Lopatin, the company principal, is a Certified Financial Planner and licensed Series 65 Investment Adviser. He is a member of the Financial Planning Association and the National Association of Enrolled Agents.

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
Parkworth logo
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Parkworth

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100 Century Center Court Suite 670, San Jose, CA 95112
  • Certified Financial Planner (CFP)

Business Description

Parkworth is a wealth management firm that helps clients in the Mountain View metro. The firm's services include reducing taxes, investment management, estate planning, and risk management. For corporate clients, the firm produces investment recommendations for retirement accounts and guides employers in creating an employee benefits strategy. Bruce Barton is the firm's principal and wealth manager. He has received his CFP and CFA designations. Barton has also been certified by NAFPA as a financial advisor.

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
Three Bell Capital logo
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Three Bell Capital

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4 Main Street, Suite 230, Los Altos, CA 94022
  • Retirement Planning

Business Description

Three Bell Capital serves the financial organization needs of people throughout the Mountain View metro. It offers wealth administration services, including portfolio and risk management, estate planning, and tax strategy. It also provides retirement consulting services, including design planning, platform selection, fiduciary support, and investment management. The independent firm aims to find creative solutions to traditional problems using technology. Currently, it manages over a billion dollars in assets and 175 retirement plans through a coordinated team that combines each other's time, skill, and knowledge.

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Vested Financial Planning

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San Carlos, CA 94070
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

Founded in 2018, Vested Financial Planning offers its services in the Mountain View metro and nearby areas. It works with clients to develop customized financial plans to help them achieve their goals. The company determines individuals' needs and guides them throughout the financial planning process. It also monitors, reports, and optimizes clients' investments. Led by Tom Lo, Vested Financial Planning maintains affiliations with the FPA and the NAPFA. Lo has been in the financial planning industry for nine 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 (6)
Wade logo
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Wade

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2105 South Bascom Ave Suite 110, Campbell, CA 95008
  • Financial Planning
  • Wealth Management

Business Description

Wade is a financial planning firm serving Mountain View and surrounding communities. It offers a wide range of financial services including wealth management, liquidity planning, executive benefits, equity compensation, and life transitions. Its team partners with clients on establishing a customized financial plan and educates them about building a portfolio. The firm has served various clienteles in the technology sector such as Apple, Google, and Microsoft. Its CEO, Rodney D. Wade, is a Certified Financial Planner and an Accredited Investment Fiduciary.

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 (2)
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.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
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Waverley Wealth logo
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Waverley Wealth

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2570 W. El Camino Real, Suite 200, Mountain View, CA 94040
  • Private Wealth Advisor
  • Retirement Planning

Business Description

Waverley Wealth has been serving Mountain View and the neighboring communities for more than a decade. It offers personalized financial planning services that focus on wealth growth and preservation. The firm assists in identifying an individual's financial situation and develops holistic wealth management strategies that lead to their financial goals. Founder Martin Bicker is a financial consultant, estate planning advisor, and tax strategist with over two decades of experience. He also established Bicker & Co. CPAs, an accounting firm that assists small businesses and high-net-worth clients.

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
Wealth Architects logo
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Wealth Architects

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800 West El Camino Real, Mountain View, CA 94040
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

Business Description

Wealth Architects provides financial planning services for clients throughout Mountain View. It offers a wide range of services, including investment management, asset allocation, risk and debt management, estate planning, and tax strategy. It analyzes its clients' needs, goals, and financial situations to inform its creation of a comprehensive financial plan. As an independent Registered Investment Advisor, the firm is legally and ethically bound to serve clients as a fiduciary. Mark T. Johnsen, CEO and founder, holds 24 years in the wealth management practice.

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)
Facebook
5.0 / 5 (1)
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Whitespace Financial logo
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Whitespace Financial

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228 Hamilton Avenue, Suite 300, Palo Alto, CA 94301
  • Finance Planning

Business Description

Whitespace Financial is an investment management and wealth advisory firm that caters to individuals and families living in and around Mountain View. The firm helps its clients accumulate, protect, and distribute their wealth. It advises on wealth management issues, such as investments, insurance and health care, and liabilities and spending. It also assists with more complex concerns, including business succession planning, gifting to children, and charitable giving. The financial advisory firm has been delivering personalized services since 2009.

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)
Facebook
5.0 / 5 (3)