Best Financial Advisors in Palo Alto

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Last updated: October 1, 2022

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SmartAdvisor by SmartAsset

Palo Alto, 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.

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Alison Wealth Management

530 Lytton Ave FL 2, Palo Alto, CA 94301

Certified Financial Planner (CFP)
Retirement Planning

Alison Wealth Management helps the residents of Palo Alto improve their finances. The firm provides holistic solutions to deliver coordinated investment management, financial planning, and estate planning services. Its professionals assist clients who are approaching retirement in planning Social Security benefits and individuals who have high net worths in growing wealth. Alison Wealth Management is headed by Dave Alison, a CFP and EA. He is a member of The Forum 400 and the National Ethics Association.

Appreciate Finance

530 Lytton Ave, 2nd Floor, Palo Alto, CA 94301

Certified Financial Planner (CFP)

Appreciate Finance has been serving clients in Palo Alto and the surrounding areas since 2015. It helps individuals and families achieve their objectives and goals through investment management and financial planning. Its founder, Ariadne Horstman, is a Registered Life Planner with the Kinder Institute and has been practicing as a Certified Financial Planner since 2008. Appreciate Finance works with clients possessing assets in multiple countries and those who are moving in or out of the country.

Beck Investment Management LLC

530 Lytton Ave 2nd Floor, Palo Alto, CA 94301

Certified Financial Planner (CFP)
Private Wealth Advisor

Beck Investment Management LLC serves Palo Alto residents who need financial counsel. The firm provides advice for constructing clients' investment portfolios, taking steps to reduce transaction costs and the taxes payable on earnings and transfers. It measures the risks associated with particular investment products and their volatility in order to mitigate the impact of shifting market conditions. The company has been featured in news publications such as The Wall Street Journal, Forbes, and the Associated Press.

Cognizant Wealth Advisors

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

Estate Planning
Retirement Planning
Certified Financial Planner (CFP)
Tax Planning

Cognizant Wealth Advisors is an independent fiduciary financial planning and investment firm Palo Alto residents attain their monetary goals through its advisory services. The firm provides personalized guidance to help clients achieve financial independence and retirement peace of mind. Its advisors build financial roadmaps that include tax, retirement, education, stock option, and estate planning as well as risk management. Cognizant Wealth Advisors is led by Artie Green and Sheetal Bagde. They are CFPs who hold a NASAA Series 65 license for investment advisors.

Cornerstone Capital

200 Homer Avenue, Palo Alto, CA 94301

Private Wealth Advisor

Established in 1978, Cornerstone Capital is an investment management firm that serves clients in Palo Alto. Its team focuses on creating tailored portfolios to help individuals, families, and charitable foundations manage their financial assets and grow their wealth. It offers investment vehicles that offer stability and yield returns over time. Before joining Cornerstone Capital, the company’s partner, Brad Dinsmore, worked at another investment firm, where he handled macro-level economic research, sector allocation, and stock selection.

Litman Gregory Wealth Management

530 Lytton Ave 2nd Floor, Palo Alto, CA 94301

Certified Financial Planner (CFP)

Litman Gregory Wealth Management has been serving clients in Palo Alto and nearby areas since 1987. It offers a wide range of services, from asset management and global asset allocation to tax planning and legacy planning. It also conducts investment research and manages portfolios. Its clientele includes individuals, families, foundations, and nonprofits. Two of its wealth advisors, Gretchen Hollstein and Monica Muñoz, have been included in Forbes' list of America’s Top Women Wealth Advisors Best-in-State for 2022.

Maya Advisors

530 Lytton Avenue, Floor 2 Suite 224, Palo Alto, CA 94301

Certified Financial Planner (CFP)
Retirement Planning

Maya Advisors is an independent fiduciary firm that has been serving clients in Palo Alto since 2007. Its financial advisory services factor in various elements to create planning solutions, including clients' life stages, income and expenses, investments, insurances, assets and liabilities, and concentrated portfolio positions. The company assists busy professionals, women, and retiring individuals manage their wealth to support them in their life transitions. Founder Lavina Nagar is a Certified Financial Planner and is a member of the Financial Planning Association.

Meyers Wealth Management

441 California Ave, Suite 7, Palo Alto, CA 94306

Certified Financial Planner (CFP)

Meyers Wealth Management aims to provide financial peace of mind for clients throughout Palo Alto through its financial advisory services. Its advisors work closely with individuals and families by providing ongoing comprehensive financial planning and portfolio management that prioritizes their goals. Likewise, the firm offers consultations on retirement savings projections, portfolio risk analysis college savings, tax planning, and dealing with stock options. David Meyers is a CFP who established the firm in 2008. He is a member of the National Association of Personal Financial Advisors.

Parkworth

2100 Geng Road, Suite 210, Palo Alto, CA 94303

Certified Financial Planner (CFP)

Parkworth promotes the financial success of tech professionals in Palo Alto and the surrounding areas. It delivers strategies that help clients control and grow their finances despite the tech industry's volatile nature. It also renders wealth management services so tech employees stop being reliant on employer success and maximize RSUs and stock options. The company has authored and published a book on personal finance. Its principal wealth advisor, Bruce Barton, has been seasoned by over 30 years of industry experience.

Roberts Wealth Advisors

855 El Camino Real #311 Building 5, Palo Alto, CA 94301

Certified Financial Planner (CFP)

Roberts Wealth Advisors is a financial planning firm that caters to clients in Palo Alto and nearby communities. Its founder, Brian Roberts, is a certified financial advisor who has been in the industry for over 26 years, providing asset and wealth management solutions to high-net-worth families and individuals. Roberts analyzes the client's financial profile by scheduling personal meetings to discuss their liabilities, expenses, assets, and income to understand their monetary goals. He serves as a member of the CFA Institute.

Sand Hill

245 Lytton Avenue, Suite 300, Palo Alto, CA 94301

Certified Financial Planner (CFP)

Sand Hill is a financial advisory firm with offices in Palo Alto and San Francisco. Its team offers succession planning services for entrepreneurs. The professionals also help executives manage risks and taxes. Additionally, they craft financial plans for clients looking to transfer estates and prepare education funds. Sand Hill also serves as a fiduciary partner for foundations and endowments. Jeffrey Abadie, one of its senior wealth managers, is a CFP with nearly two decades of experience. He is a member of the Financial Planning Association.

Vista

306 Cambridge Avenue, Palo Alto, CA 94306

Certified Financial Planner (CFP)
Retirement Planning

Vista is a financial advisory firm that serves individuals and families in Palo Alto and the surrounding areas. Its advanced financial planning covers retirement, cash flow or budgeting, insurance, college planning, and charitable giving. Additionally, it offers investment management strategies, such as rebalancing, asset allocation, concentrated positions, tax-loss harvesting, and investment execution. The firm's COO, James Knight, brings 22 years of experience in the financial industry. He is a CPA and a Personal Financial Specialist.

Westridge Wealth Strategies

228 Hamilton Avenue Suite 300, Palo Alto, CA 94301

Certified Financial Planner (CFP)

Westridge Wealth Strategies serves startup professionals, business owners, and technology managers in and around the Palo Alto area. It is headed by Robert M. Cheney, a CFP and Chartered Financial Analyst, who offers various wealth management services such as risk management and tax strategy development. He also develops plans for clients seeking assistance in managing investments and protecting estates and assets. Cheney has more than 25 years of experience in the industry. He also worked in the field of investment banking for nearly 10 years.

WhiteSpace Financial

228 Hamilton Ave, Palo Alto, CA 94301

Retirement Planning

WhiteSpace Financial has been serving clients in Palo Alto since 2009. The company offers financial planning, wealth management, investment advisory, and 401(k) retirement plans. It works closely with individuals to determine their situation and needs, creating a plan based on their objectives. Its associates aim to identify gaps or roadblocks that might impact the client's financial planning strategy. Its president and founding partner, Angus Blackwood, worked as a financial advisor at Wall Street for over 14 years before establishing the company.

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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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