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2024

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Best Financial Advisors in Mountain View, CA

Our Recommended Top 16

We did the research for you!

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Our goal is to connect people with the best local professionals. 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.

34Reviewed

26Curated

16Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Mountain View, CA
Free Consultation

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Mountain View, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Mountain View? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

800 W. El Camino Real, Mountain View, CA 94040

Expertise.com Rating

Why choose this provider?

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.

  • Private Wealth Advisor
  • Retirement Planning

1059 Fremont Ave, Los Altos, CA 94024

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Investment Advisor

4 Main Street, Suite 230, Los Altos, CA 94022

Why choose this provider?

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.

  • Retirement Planning

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

Expertise.com Rating

Review Sources

Facebook
4.9 (25)

Why choose this provider?

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.

  • Financial Planning

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

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

100 Century Center Court Suite 670, San Jose, CA 95112

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

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Why choose this provider?

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.

  • Private Wealth Advisor
  • Retirement Planning

2105 South Bascom Ave Suite 110, Campbell, CA 95008

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Financial Planning
  • Wealth Management

2 Belvedere Place, Suite 330, Mill Valley, CA 94141

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1307 S Mary Ave, Suite 101, Sunnyvale, CA 94087

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

800 West El Camino Real, Mountain View, CA 94040

Expertise.com Rating

Review Sources

Google
5.0 (1)
Yelp
5.0 (1)

Why choose this provider?

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.

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

San Carlos, CA 94070

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Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning

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

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Mountain View, CAFree Consultation
Athena Wealth Management
800 W. El Camino Real, Mountain View, CA 94040
Oakhurst Financial
1059 Fremont Ave, Los Altos, CA 94024
Three Bell Capital
4 Main Street, Suite 230, Los Altos, CA 94022
Aspiriant
2570 W. El Camino Real, Suite 520, Mountain View, CA 94040
Johnson Lyman Wealth Advisors
4966 El Camino Real, Suite 109, Los Altos, CA 94022
Parkworth
100 Century Center Court Suite 670, San Jose, CA 95112
Waverley Wealth
2570 W. El Camino Real, Suite 200, Mountain View, CA 94040
Wade
2105 South Bascom Ave Suite 110, Campbell, CA 95008
Cushner Caillier Group
2 Belvedere Place, Suite 330, Mill Valley, CA 94141
Cognizant Wealth Advisors
530 Lytton Av. 2nd Floor Suite 224, Palo Alto, CA 94301
Honu Wealth Management
1307 S Mary Ave, Suite 101, Sunnyvale, CA 94087
Wealth Architects
800 West El Camino Real, Mountain View, CA 94040
Vested Financial Planning
San Carlos, CA 94070
Meyers Wealth Management
441 California Ave, Suite 7, Palo Alto, CA 94306

FAQs

  • 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.

  • What is the difference between a Certified Financial Planner and a Chartered Financial Consultant in Mountain View?

    A Certified Financial Planner practitioner, as issued by the Certified Financial Planner Board of Standards, reflects one's accomplishment of an exhaustive financial planning and ethics curriculum. Meanwhile, a Chartered Financial Consultant, a designation by The American College, is achieved after passing written exams, meeting experience conditions, and upholding ethical standards. Both are distinguished credentials in the Mountain View financial advisory landscape.

  • How can citizens in Mountain View verify the credentials of their financial advisors or investment firms?

    For Mountain View residents, the Investment Adviser Public Disclosure website provides a tool to examine the credentials of investment advisors using their name, CRD number, or SEC file number. Similarly, FINRA's BrokerCheck database provides details about the background and experience of brokers and firms. It's crucial to view the advisor's registration status on Form ADV when conducting these checks.

  • What are the disclosure responsibilities of financial planners in Mountain View?

    In Mountain View, financial advisors are obliged to disclose any conflicts of interest, often arising from additional fees regarding the sale of securities, insurance, or other products. These disclosures, highlighting the existence of a conflict and clarifying the client's non-obligation to follow the advisor's suggestions or to execute transactions through them, should be delivered in writing, potentially via the advisory contract or Form ADV's Schedule F.

  • How is financial net worth determined in Mountain View?

    In Mountain View, an individual's financial net worth is calculated by subtracting liabilities from assets, using standards set by universally recognized accounting principles. This excludes personal items like homes, cars, home furnishings, and intangibles like patents or copyrights. Also excluded are advances or loans given to shareholders and officers in a corporate scenario and partners in a partnership context.

  • How can Mountain View residents evaluate the performance of their investment managers?

    Mountain View investors can evaluate their investment manager's performance by seeking firms that are compliant with Global Investment Performance Standards. These standards assure transparency, as they are managed by the nonprofit Chartered Financial Analyst Institute. For comprehensive insights, individuals should assess investment managers with at least ten years of performance reports to get a comprehensive view of their long-term performance.

  • 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.