Best Financial Advisors in Mountain View

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.