Laurels

Best Financial Advisors in Mountain View

2022

We scored 36 Financial Advisors in Mountain View, CA and Picked the Top 18

Here are the Picks:

Why These Financial Advisors?

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

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

Masters of their craft, based on years of practical experience and education.
5. Professionalism

Providing service with honesty, reliability, and respect.

Read more about our selection process

Last Updated: December 26, 2021

Aspiriant

Financial Planning

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.

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

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(650) 941-1717 Website

Athena Wealth Management

Retirement Planning
Private Wealth Advisor

Athena Wealth Management is a financial planning practice located in Mountain View. It offers financial planning, investment management, estate management services, and insurance products. The firm also assists federal employees in understanding their retirement system and applying for retirement benefits. It is affiliated with Cetera Advisors, an independent RIA, and broker-dealer. Financial planner Matthew Foertsch has more than ten years of experience in the industry. Foertsch holds the Accredited Investment Fiduciary and Chartered Federal Benefits Consultant designations.

800 W. El Camino Real
Mountain View, CA 94040

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(650) 390-5074 Website

Cognizant Wealth Advisors

Certified Financial Planner (CFP)

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.

530 Lytton Av. 2nd Floor Suite 224
Palo Alto, CA 94301

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(650) 209-4062 Website

Cushner Caillier Group

Certified Financial Planner (CFP)

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.

2 Belvedere Place, Suite 330
Mill Valley, CA 94141

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(415) 627-3205 Website

Edleman Financial Engines

Certified Financial Planner (CFP)

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.

3945 Freedom Circle
Santa Clara, CA 95054

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(408) 330-7615 Website

Honu Wealth Management

Certified Financial Planner (CFP)

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.

1307 S Mary Ave, Suite 101
Sunnyvale, CA 94087

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(650) 917-3400 Website

Johnson Lyman Wealth Advisors

Private Wealth Advisor
Certified Financial Planner (CFP)

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.

4966 El Camino Real, Suite 109
Los Altos, CA 94022

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(650) 494-2733 Website

Meyers Wealth Management

Private Wealth Advisor
Certified Financial Planner (CFP)

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.

441 California Ave, Suite 7
Palo Alto, CA 94306

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(650) 521-0815 Website

MK Investment Advisors

Certified Financial Planner (CFP)

MK Investment Advisors is a financial services company that serves clients in Mountain View and the surrounding areas. It provides a comprehensive portfolio of financial services, including wealth and asset portfolio management and financial planning programs. The company has access to a diverse catalog of investment products and advanced institutional trading execution capabilities. It also offers risk management services to clients. Matthew H. Kather, the firm's chief investment officer, has over 25 years of financial services experience. He is a Chartered Financial Analyst.

2310 Homestead Road, C1 #240
Los Altos, CA 94024

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(408) 609-6500 Website

Oakhurst Financial

Estate Planning
Investment Advisor
Retirement Planning

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.

1059 Fremont Ave
Los Altos, CA 94024

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(408) 219-5363 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Pariveda Investment Management

Private Wealth Advisor

Pariveda Investment Management is a boutique financial advisory firm founded in 2000 that helps clients in the Mountain View metro. In order to create a financial plan for each client, the firm employs a process that involves reviewing a client's financial situation, accessing funds, and coaching through daily management of accounts. The firm's philosophy is to take on the clients' long-term views and select investments that align with these. Founder Brian Murphy is a CFA Charterholder.

2483 Old Middlefield Way - Suite 210
Mountain View, CA 94043

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(650) 584-3622 Website

Parkworth

Certified Financial Planner (CFP)

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.

100 Century Center Court Suite 670
San Jose, CA 95112

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(408) 436-9800 Website

Three Bell Capital

Retirement Planning

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.

4 Main Street, Suite 230
Los Altos, CA 94022

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(650) 843-9836 Website

Vested Financial Planning

Estate Planning
Financial Planning
Certified Financial Planner (CFP)

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.

San Carlos, CA 94070

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(650) 315-7372 Website

Wade

Wealth Management
Financial Planning

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.

2105 South Bascom Ave Suite 110
Campbell, CA 95008

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(408) 369-7399 Website

Reputation:A

More Info

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)

Professionalism: A

More Info

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: --

Detail: --

Waverley Wealth

Retirement Planning
Private Wealth Advisor

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.

2570 W. El Camino Real, Suite 200
Mountain View, CA 94040

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(650) 559-9700 Website

Wealth Architects

Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP)

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.

800 West El Camino Real
Mountain View, CA 94040

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(650) 325-9044 Website

Reputation:A+

More Info

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:

3 (Best)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

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: --

Whitespace Financial

Finance Planning

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.

228 Hamilton Avenue, Suite 300
Palo Alto, CA 94301

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(650) 777-7588 Website

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