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Best Financial Advisors in Palo Alto

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2023
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Alison Wealth Management logo
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License Verified:

License: 5425119

Investment Adviser Public Disclosure Database, SEC

Alison Wealth Management

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530 Lytton Ave FL 2, Palo Alto, CA 94301
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

License Verified:

License: 5425119

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 (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
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Appreciate Finance logo
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Appreciate Finance

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530 Lytton Ave, 2nd Floor, Palo Alto, CA 94301
  • Certified Financial Planner (CFP)

Business Description

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.

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
Beck Investment Management LLC logo
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Beck Investment Management LLC

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530 Lytton Ave 2nd Floor, Palo Alto, CA 94301
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

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.

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
––
Cognizant Wealth Advisors logo
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Cognizant Wealth Advisors

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530 Lytton Ave. 2nd Floor, Suite 224, Palo Alto, CA 94301
  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

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.

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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Cornerstone Capital logo
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License Verified:

License: 105396

Investment Adviser Public Disclosure Database, SEC

Cornerstone Capital

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200 Homer Avenue, Palo Alto, CA 94301
  • Private Wealth Advisor

Business Description

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.

License Verified:

License: 105396

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
Facebook
5.0 / 5 (9)
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
––
Litman Gregory Wealth Management logo

Litman Gregory Wealth Management

530 Lytton Ave 2nd Floor, Palo Alto, CA 94301
  • Certified Financial Planner (CFP)

Business Description

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.

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
Maya Advisors logo
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Maya Advisors

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530 Lytton Avenue, Floor 2 Suite 224, Palo Alto, CA 94301
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

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
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)

Business Description

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 logo
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License Verified:

License: 133908

Investment Adviser Public Disclosure Database, SEC

Parkworth

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2100 Geng Road, Suite 210, Palo Alto, CA 94303
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 133908

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

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
Roberts Wealth Advisors logo
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Roberts Wealth Advisors

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855 El Camino Real #311 Building 5, Palo Alto, CA 94301
  • Certified Financial Planner (CFP)

Business Description

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.

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
Sand Hill logo
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Sand Hill

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245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
  • Certified Financial Planner (CFP)

Business Description

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.

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
Westridge Wealth Strategies logo

Westridge Wealth Strategies

228 Hamilton Avenue Suite 300, Palo Alto, CA 94301
  • Certified Financial Planner (CFP)

Business Description

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 logo
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License Verified:

License: 149069

Investment Adviser Public Disclosure Database, SEC

WhiteSpace Financial

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228 Hamilton Ave, Palo Alto, CA 94301
  • Retirement Planning

Business Description

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.

License Verified:

License: 149069

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 (3)
Facebook
5.0 / 5 (3)

Frequently Asked Questions

  • 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.

  • 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.

  • How much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.