financial advisor bay area

financial advisor bay area

Financial Advisor - Bay Town, TX Area

As a Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment. You will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies while meeting your asset and revenue targets. A successful Financial Advisor will be able to advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions as well as market and implement investment solutions in accordance with the client's asset allocation. Financial Advisors are expected to Coach Personal Bankers (licensed) on recommendations and educate them on our investment products and services. This position requires you to conform to legal and regulatory requirements and guidelines associated with state insurance and securities regulators, FINRA, SEC, JP Morgan Securities LLC and JPMorgan Chase. You will also be required to demonstrate technical expertise, strong revenue results and asset growth in investments and fiduciary products, and strong interpersonal skills as well as provide exceptional client service.

At least 3 years of customer-facing investment, insurance and financial profiling and sales experience experience (phone-based sales a plus)

Excellent communication and organizational skills

The following license groups are required: 7, 63 and 65 series; alternatively 7 & 66 series required in addition to meeting FINRA continuing education requirements and the appropriate state Group 1 - Life and Variable Annuity License required

Strong compliance record in prior position(s)

Ability to create and foster strong partnerships with the branch employees and business partners

Track record that demonstrates exceptional ability to grow revenue, assets and client base

High achiever with entrepreneurial spirit

Strong business and investments acumen

Investment, insurance and financial planning experience required

Excellent track record from a legal and consummation of sale perspective

SECURING YOUR RETIREMENT

Be Secure. Be Certain.

Raising Awareness for Better Retirement security

Financial Perspectives participates in National Retirement Planning Week! To support this national event, join us as we host a series of workshops to educate our local community on how to be best prepared for a secure retirement.

The simple truth is that you are responsible for securing your retirement. The path you travel to make sure your money lasts for a lifetime is full of challenges. Each decision along the way affects the outcome, like how to draw income from your investments, when to start Social Security benefits, and what Medicare plan best fits your needs and budget. With all these moving parts, it’s difficult to figure out how to make them successfully work together - but it’s not impossible. At Financial Perspectives, our financial advisors embrace the challenge, and think differently about solutions to your greatest retirement concerns.

Need to know if you have enough money and how all the pieces of your retirement puzzle fit together? We make certain you have the answers.

We take our clients through a deliberate process designed to assess your current financial picture, identify your goals, formulate a plan to achieve those goals, and measure & mitigate the risks that threaten that plan. We do this through a process we refer to as our Five-Star Formula.

- Determine goals & objectives

- Retirement, college, business sale, wealth transfer, gifting

- Cash flow & net worth analysis

- Retirement income planning: Social Security, Pensions, Annuities

3. Comprehensive Investment Management

- Create Investment Policy Statement (IPS)

- Portfolio construction & asset allocation: IRA's, Roth IRA's, 401(k), 403(b)

- Insurance review: Life, Long-Term Care & Disability

- Variable annuity analysis

- Legal document review: POAs, trusts, wills, etc.

- Wealth transfer & charitable gifting strategies

Michael J. Macco, Branch Manager

Click the image to watch the video bio.

Mike came to MFG from the banking industry where he worked in Corporate and Municipal Cash Management. His formal training from Trinity Christian College earned him a B.A. in Information Systems and a minor in business. Mike currently holds his Series 7, 66, 9 and 10 securities licenses as well as his Wisconsin life insurance license. He is a member of the Raymond James Institute of Investment Management Consulting and was recently accepted to the University of Wisconsin Oshkosh where he will be pursuing his MBA in International Business.

When Mike is not in the office, he enjoys CrossFit, singing at his church, tinkering around the house and quality time with his wife, Beth, and their two children, Hazel and Ethan.

Patrick Stoa, Financial Advisor

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Patrick joined Macco Financial Group after a successful career in sales and after having also been an MFG client for over 11 years. He graduated from the University of Wisconsin-Madison with a B.A. in Business with an emphasis in Marketing. He holds his Series 7 and 66 licenses and is working toward life and health insurance. Patrick’s focus is families, helping them identify and plan for the needs of each stage of family life.

Patrick and his wife, Stephanie, have six children. When he’s not in the office, he’s busy cheering his children on in sporting events and band concerts. He finds personal time, though, to enjoy mountain biking, walleye fishing, swimming and volunteering for the Cellcom Marathon and Green Bay Triathlon.

Andrew Froelich, Financial Advisor

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Andrew joined MFG as an intern in the winter of 2015 and quickly became an integral part of the team. After completing his internship, Andrew took over the marketing duties and passed his Series 7 and 66 licensing exams in the summer of 2016.

Andrew is finishing his business degree at the University of Wisconsin, Green Bay and expects to graduate in the winter of 2017. When not in the office, Andrew enjoys playing intramural sports, video games, and working on his car.

Terri Seitz, Client Services Specialist

Click the image to watch the video bio.

Terri has been a part of the service team since July of 2000. Her years working in the financial services industry, prior to the start of MFG, have given her the experience to handle numerous areas at the firm including marketing, events, compliance and client service.

Terri and her husband, Steve, have a daughter. When not in the office, they can be found playing music together, socializing with friends and riding their Harley Ultra Classic.

Having come from a long line of entrepreneurs, John understands business and finance. John stepped away from the family retail business after 18 years and into marketing positions with two national CPA firms before joining the investment industry. He led the branch office for an international brokerage firm for seven years. In April 2004, John started Macco Financial Group, Inc.

John's interest in the welfare of people and his community extends beyond his involvement with clients. He has served as a board member of several city reformation groups as well as his church. And in November of 2014, he was elected to the Wisconsin State Assembly where he serves the residents of the 88th district. John has been married to his wife, Sue, for 37 years. They have two children and four grandchildren.

John Macco is no longer affiliated with Raymond James Financial Services, Inc,

We believe our purpose is to use our gifts and talents for the benefit of our clients and families so that they can live with a sense of financial confidence. We believe in bringing professional leaders together and in providing good jobs and a quality work environment that is mutually beneficial to all of our team members.

We value prudent financial stewardship. Our clients work hard for their money, and they trust us to advise them with wisdom, striving for growth while taking responsible and comfortable levels of risk.

Our mission is to help our clients accumulate wealth, manage it properly, and pass it on in the most tax-efficient way possible. We make every effort to clearly communicate with our clients, provide them the highest level of service with integrity, and offer them a wide range of investments through our advisors' affiliation with Raymond James.

Raymond James Financial Services, Inc.

Founded in 1962 by Bob James and headquartered in St. Petersburg, Florida, Raymond James has grown into one of the largest independent financial firms in the United States. Raymond James embraces long-term planning, values methodical decision-making and remains true to its core tenets of conservatism, independence, integrity and putting clients first.

We believe everyone deserves to be someone's best client. We also believe our clients deserve advisors who know the intricacies of their lives and careers - advisors who can anticipate and meet their needs before they even know a need exists. No two clients are alike, for this reason, we have chosen to specialize in working with certain families and individuals where we have expertise so that each client will experience the best advisory relationship.

Executives are at the top in part because they're good at their jobs. But also because they work well with people and know how to get results.

Entrepreneurs know a lot about their craft. and a bit about everything else. They are discerning, hardworking & able to deliver what their customers need.

If you don't sell, you don't eat. Being a sales professional means knowing your product inside and out, perfecting your pitch and calling on prospects. Lots of them.

Being elite in any sport requires physical and mental discipline, self denial, and grit.

We believe that a client relationship should be long-term and all encompassing. Therefore, we have eschewed the traditional commission-based business model which rewards sales activity and can lead to a conflicts of interest. In contrast, we provide a straightforward fee-based model which negates conflicts of interest, puts the client first, and is consistent with our continuous client service model.

A fiduciary is someone who must give advice that is in the best interest of the client without regard to any compensation that person might receive. Our philosophy of service always has been and always will be about putting the client first. Whether or not your advisor is a fiduciary in many cases depends on the kinds of product they are selling. For instance, a fee-based account is often associated with the advisor being a fiduciary. Whereas a commission-based account often is not. Watch the video to learn more about our Philosophy of Investing.

Choosing the right team for your financial and retirement needs is just as important as the decision you make to buy a house or a car. It requires time and sound research. We’ll take that time to get to know you and clearly understand your goals. You’ll have opportunities to ask questions about us, the services we provide, what we charge, and how we work with clients. If you'd like to know more, we invite you to take a minute to fill out our brief confidential online questionnaire. We'll review it and call to chat with you about your needs and how we might be a fit for each other.

©2018 Macco Financial Group, Inc. All rights reserved.

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Macco Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.

Raymond James' Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.This site is published for residents of the United States only.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

11 Best Financial Advisors in San Francisco, Oakland, & Corte Madera (Bay Area) | 2018 Ranking

BEST FINANCIAL ADVISORS IN THE SAN FRANCISCO BAY AREA

Finding the Top Financial Advisors in San Francisco, Oakland, Madera, & Across the Bay Area

Whether you have already entered retirement or are just starting to save, having a good financial advisor by your side can be the difference between financial success and financial hardship.

The question is: which are the best financial advisors in San Francisco, Corte Madera, or Oakland, California? The sheer number of financial advisors in San Francisco and the Bay Area makes this a daunting task.

Award Emblem: Top 11 Best San Francisco Bay Area Financial Advisors

However, by developing a clear idea of the services you desire and doing proper research, the answers to the following questions will soon become clear:

  • Where can I find the best financial planning, wealth management, and investment management services in San Francisco?
  • Where should I go for additional services like estate planning, tax management, and risk management?
  • What types of fees do financial planners in San Francisco charge, and which financial advisor is best for me?

While the final decision rests in your hands, we have compiled a list of the top financial advisors in San Francisco, California, to help give you a jump start on your way to financial success.

Top 11 Financial Advisors in San Francisco, Oakland, & Corte Madera | Brief Comparison & Ranking

Top Financial Advisors in San Francisco

Table: 11 Best California Financial Advisors in San Francisco | Above list is sorted by rating

Fee-Based vs Fee-Only California Financial Advisors in San Francisco

When it comes to evaluating financial advisors in San Francisco and the Bay Area, there are typically two types of firms to consider: fee-only and fee-based.

How do you know which type of San Francisco financial planner is right for you?

Below, we’ll provide you with a brief overview of everything you need to know about fee-based and fee-only San Francisco financial advisors.

When an investment firm or a financial advisor in San Francisco says that they are “fee-only,” this means that they do not accept commissions or third-party referral payments.

Because an advisor’s only source of income comes from the client, a fee-only pricing structure minimizes the inherent conflicts of interest that come along with recommending and selling investment products.

In short, a fee-only financial planner in San Francisco is in a better position to act solely in the interest of their clients.

Fee-Based Pricing Structure

Fee-based firms will receive some direct compensation from clients but are free to accept commissions from the companies who provide their financial products.

While a fee-based structure does create some potential conflict, many fee-based wealth management firms in San Francisco are also fiduciaries, which often counteracts the potential for conflict.

Financial advisors in California that take on a fiduciary responsibility are legally responsible to fully disclose any conflicts of interest and advisors are required to put the interests of their clients ahead of their own, regardless of their pricing structure.

Top California Financial Advisors in San Francisco

AdvisoryHQ’s Selection Methodology

What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?

Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.

Detailed Review – Best San Francisco Bay Area Wealth Management Firms

Below, please find the detailed review of each firm on our list of the best Bay Area wealth management firms. We have highlighted some of the factors that allowed these San Francisco financial advisors to score so high in our selection ranking.

Click below for previous years’ rankings:

Bell Investment Advisors Review

One of the top San Francisco Bay Area financial advisors, Bell Investment Advisors excels because of the firm’s commitment to its clients and community of Oakland, California.

As a fee-only Oakland financial advisor, Bell Investment Advisors’ goal is to help each client turn his or her dreams into a cohesive, financially-driven action plan.

Key Factors That Enabled Bell Investment Advisors to Rank as a Top Oakland Wealth Management Firm

Uniquely, Bell Investment Advisors believes that a career is a client’s most important financial asset and should be actively managed as such.

With career and life coaching, this Oakland wealth management firm can provide the perspectives, tools, and support clients need when they feel stuck, providing clients with services for:

  • Personal and professional development
  • Choices, changes, and decisions
  • Interpersonal communication challenges
  • Resume writing and editing
  • Planning/transforming retirement

As women grow increasingly successful in their careers and wealth management, the need for financial services that focus on women also rises.

The Women’s Roundtable is this Oakland wealth management firm’s initiative to aid women in the creation of a supportive community of like-minded, financially literate partners.

The goal of the roundtable is to deliver thoughtful commentary and to be a source of timely financial news and information through a series of educational seminars and quarterly wine and cheese gatherings.

Bell Investment Advisors

As one of the best Oakland financial advisors, Bell Investment Advisors has helped countless people with their investment management and financial planning.

Uniquely, their career and life coaching needs and the Women’s Roundtable provide valuable services that other firms tend to neglect, making Bell Investment Advisors stand out from competing Bay Area financial advisors.

With a fee-only structure, a down-to-earth approach, and uniquely comprehensive services, Bell Investment Advisors is one of the top Oakland wealth management firms to consider partnering with this year.

Founded as Bingham, Osborn & Scarborough, B|O|S has spent over 30 years creating long-term relationships based on integrity, fiduciary responsibility, and personalized service.

As a fee-only wealth management firm in San Francisco, B|O|S uses an all-inclusive advisory approach, gaining comprehensive knowledge of each client’s unique goals, concerns, and financial situation.

Key Factors That Enabled B|O|S to Rank as One of the Best Financial Advisors in San Francisco

Focus on Fundamental Principals

As a top San Francisco financial planner, B|O|S forms client relationships and provides financial advice based on the following principles:

  • No Bias or Conflict of Interest: These San Francisco financial advisors charge a percentage of assets under management as their sole source of compensation.
  • The Advisory Relationship & Integrated Approach: Financial planning is integrated with wealth management to ensure clients can protect and grow their wealth simultaneously.
  • Modern Portfolio Theory & Efficient Markets: This San Francisco wealth management firm places emphasis on managing risk and diversification, rather than trying to time the market and making risky investments.

Financial Services for Attorneys

To meet the growing financial needs of Bay Area lawyers, B|O|S offers sophisticated planning and investment advice catered around the unique needs and demanding career aspects that attorneys often face.

Financial services for attorneys are:

  • Fiduciary—Both attorneys and B|O|S apply the fiduciary commitment to work in the best interest of their clients
  • Gimmick-Free—Realistic financial roadmaps are created using straightforward, jargon-free advice
  • Timely—Attorneys often have strenuous schedules and little free time, leaving B|O|S ready to deliver timely, thoughtful input

B|O|S also provides a PDF to introduce the common financial challenges and solutions that attorneys face, making them a great San Francisco financial planner for lawyers and attorneys to consider.

B|O|S – San Francisco Financial Advisors

With a fee-only structure and a fiduciary commitment, B|O|S offers their clients the golden standard in a financial planning relationship—clients can trust that all advice is given free from bias and made solely in their best interest.

The unique focus on financial services for attorneys increases the value of the firm’s fundamental approach, integrated services, and a wide array of industry recognition, solidifying B|O|S as one of the best financial advisors in San Francisco.

Ensemble Capital Management Review

Located halfway between San Francisco and Silicon Valley, the Bay Area financial advisors at Ensemble Capital Management provide custom-tailored portfolio management, advising, and excellent customer service to families, individuals, trusts, foundations, and nonprofits.

Ensemble is a fee-only financial advisor in California, as they do not accept sales commissions on investment products or earn compensation from referrals.

Key Factors That Enabled Ensemble Capital Management to Rank as a Top San Francisco Bay Area Wealth Management Firm

Wealth Management Process

Ensemble has a clearly defined wealth management process centered around client relations and customization. The process is as follows:

  • Define the Planning Relationship—This step helps clients understand the planning process and determine their objectives.
  • Refine Goals & Collect Data—Goals are discussed, and data is collected for the creation of the plan.
  • Analyze Financial Situation—These Bay Area financial advisors perform an in-depth analysis of the client’s current situation.
  • Present Recommendations—Ensemble creates a series of recommendations to help clients better their financial situations.
  • Implement Recommendations—Actions are taken by Ensemble’s expert Bay Area wealth management team and other professionals such as accountants, attorneys or insurance agents.
  • Monitor Progress—Ensemble monitors each client’s progress, taking into account life events that may alter the client’s situation or goals.

Ensemble utilizes technology to make each client’s life easier, like communicating through online meetings, text and email correspondence, secure online document sharing, and social media interaction.

On the other hand, if a client would rather meet in person and receive their quarterly reports in the mail, Ensemble can accommodate those needs as well.

This type of flexibility demonstrates a unique focus on customer service, which is particularly important when navigating the often-complex waters of Bay Area wealth management.

Best Financial Advisors in San Francisco & the Bay Area

As one of the best Bay Area wealth management firms, Ensemble Capital Management provides intrinsic value for their clients, offering a wide range of financial capabilities based on a client-centric foundation of service.

With a fee-only structure, expert investment management, financial planning, and a unique focus on serving philanthropic clients, Ensemble Capital Management is one of the best Bay Area financial advisors to consider partnering with this year.

Financial Connections Group, Inc. Review

Based in Corte Madera, Financial Connections Group, Inc. is a fee-only financial company with a mission to help its clients integrate their financial resources with their visions for the future.

As one of the best financial advisors in San Francisco and the surrounding Bay Area, Financial Connections operates on a culture that values respect, trust, open communication, and high levels of service.

Key Factors That Enabled Financial Connections Group, Inc. to Rank as a Top San Francisco Bay Area Wealth Management Firm

Financial Planning for LGBTQ, Singles, & Non-Traditional Families

Integral to everything that Financial Connections does is providing Bay Area wealth management and financial planning that is both inclusive and accessible to a wide range of clients.

Financial Connections offers three segments of financial planning to serve the unique—and often underserved—wealth management needs of same-sex couples, singles, and non-traditional families:

  • LGBTQ Clients—Whether married or in a domestic partnership, Financial Connections will create a financial plan that supports your goals and how you decide to create your family
  • Unmarried Clients—Singles are often left out of the financial planning process, and this section of Bay Area wealth management can identify who should be involved in healthcare decisions and estate planning, regardless of who you identify as your family
  • Non-Traditional Families—People adopt their own family model, and Financial Connections is well-equipped to align financial goals with long-term support

Sustainable and Responsible Investing

Financial Connections offers the ability to help clients engage in SRI, or sustainable and responsible investing. With SRI, this San Francisco financial advisor can help socially and environmentally conscious clients design portfolios that adhere to their beliefs and values.

Criteria for such portfolios can include anything from pro-choice to environmentally responsible investments. Other SRI portfolio options include investments in companies that are:

  • Non-discriminatory based on gender, race, and lifestyle
  • Supportive of community involvement
  • Pro-product safety
  • Pro-positive employee and workplace policies

Along with a supportive atmosphere and a refreshingly open approach to good financial health, Financial Connections offers a full suite of investment management and financial planning services, providing a one-stop-shop for each client’s long-term needs.

With a unique focus on including a client base that is often underserved and underrepresented, expert SRI capabilities, a fee-only structure, and a fiduciary commitment, Financial Connections Group, Inc. is one of the best financial advisors in the San Francisco Bay Area to consider partnering with this year.

Morling Financial Advisors Review

Morling Financial Advisors, LLC is a San Francisco financial advisor that has been serving the financial needs of families, individuals, and businesses since 1999.

Morling Financial Advisors is a fee-based financial advisor in San Francisco. We have included them on our list, however, for their independence, fiduciary commitment, and wide range of services they provide.

Key Factors That Enabled Morling Financial Advisors to Rank as a Top San Francisco Financial Advisor

Clear Investment Philosophy

Morling implements a clear investment philosophy when it comes to advising its clients on where to allocate their assets. The philosophy is comprised of four factors:

  • Risk Management—Although investors must take on risk to generate returns, monitoring and creating the optimal balance between risk and return is essential.
  • Intelligent Implementation—This San Francisco wealth management firm evaluates and monitors each asset class according to market conditions to determine the best choice.
  • Tax-Awareness—The firm considers both short and long-term tax concerns.
  • Cost-Awareness—These San Francisco financial advisors understand that cost is an important factor in the determination of net return.

The team at Morling Financial Advisors collaborates to offer the knowledge and experience clients need to make the best financial decisions. The resulting advice touches on a broad range of topics, including taxes, investments, real estate and insurance.

The San Francisco financial advisors at Morling act as personal CFOs to many of their clients with the goal of simplifying clients’ lives and providing clarity.

The firm also works closely with Morling & Company so that mutual clients can take advantage of the smooth collaboration that comes from their long-term partnership.

Morling Financial Advisors

Morling Financial Advisors prides itself on being a boutique firm built through the cultivation of long-term relationships with its clients, earning recognition as one of the best San Francisco financial planners.

With a fiduciary commitment, a comprehensive process, and an in-depth approach to provide tailored financial solutions, Morling Financial Advisors is one of the best San Francisco wealth management firms to partner with this year.

Mosaic Financial Partners, Inc. Review

Founded in 1987 as Boone & Associates, Mosaic Financial Partners, Inc. is an independent, fee-only San Francisco financial advisor.

Mosaic strives to help each client assemble the various pieces of their financial and personal lives into one whole, cohesive unit.

Key Factors That Enabled Mosaic Financial Partners, Inc. to Rank as a Top Financial Advisor in San Francisco

Built to empower women through financial literacy and community, Mosaic Women’s Circles are discussions that help women make educated financial decisions.

Topics range from pragmatic to behavioral and include activities like writing prompts and talking points. Through this initiative, the San Francisco financial planners at Mosaic hope to help women:

  • Build confidence
  • Reflect deeply
  • Get unstuck
  • Make meaningful connections
  • Learn to make wise decisions, even in uncertainty
  • Become empowered to act boldly and purposefully
  • Understand money-related emotions

RETIRES Financial Planning

As a top financial advisor in San Francisco, Mosaic acts as a lifelong coach and thought partner to keep clients on track and accountable towards their financial goals.

While every client has their own unique picture of what financial planning entails, Mosaic uses the acronym RETIRES to highlight their core financial planning services:

  • Risk Management
  • Employee and Government Benefits
  • Tax Planning
  • Investments
  • Retirement Planning
  • Estate Planning
  • Saving, Budgeting and Debt Management

Mosaic Financial Partners

As one of the best financial advisors in San Francisco, Mosaic Financial Partners puts a strong emphasis on the client experience, striving to provide advice that is truly personalized and valuable.

With a fee-only structure and a fiduciary commitment, clients receive the additional benefits of trust and transparency, solidifying the firm’s ranking as one of the best San Francisco financial advisors.

An Independent Registered Investment Advisor and wealth manager in San Francisco, Rand & Associates provides ongoing, collaborative wealth management and financial planning services for families and retirees.

The firm does not explicitly say whether they are a fee-only or fee-based financial advisor in San Francisco, though their ADV does state that they do not earn commissions on investment products.

As always, we advise readers to verify the compensation structure of any financial planner in San Francisco before starting a working relationship.

Key Factors That Enabled Rand & Associates to Rank as a Top San Francisco Financial Advisor

Integrated Wealth Management

Rand & Associates understands that every family needs ongoing financial planning. The firm’s established process is customized to meet clients’ financial goals and needs as they change over time.

The firm individually evaluates and analyzes all facets of each client’s comprehensive wealth management profile, considering factors like estate planning, retirement planning, insurance needs, education funding, charitable giving, and investment management.

Afterwards, this San Francisco wealth management firm reviews alternative investment opportunities and other ways that it can help clients thrive. Ultimately, teamwork and client service are key to this integrated wealth management approach.

Intelligent Investment Management

Rand & Associates’ methodical analysis and investment process guarantees that every piece of the client’s life is effortlessly integrated into a personalized plan.

For investment clients, this top San Francisco wealth management firm has a few portfolio options:

  • Tactical Opportunity Portfolio—Designed to provide above-average diversification with low costs
  • Dividend Growth Portfolio—Seeks to invest in long-term stocks with a focus and drive to sustain future dividend growth
  • Dimensional Funds Portfolio—Invests in thousands of companies across the globe for broad diversification

Rand & Associates also provides customized portfolios, creating unique investment mixes for each client through their global perspective and disciplined process.

As a top financial advisor in San Francisco, Rand & Associates prides itself in the delivery of unbiased guidance and comprehensive advice.

Their integrated wealth management process, intelligent investment management approach, and commitment to client communication and trust earns Rand & Associates a spot on our list of the best San Francisco financial planners to consider partnering with this year.

Tiedemann Wealth Management Review

Founded in 1999, Tiedemann Wealth Management is a fee-only, independent San Francisco financial advisor that prides itself on creativity, independence, and an active approach to investment and wealth management.

Key Factors That Enabled Tiedemann Wealth Management to Rank as a Top San Francisco Financial Advisor

Strong Investment Process

Tiedemann Wealth Management’s process guarantees that each client has a portfolio that is custom-tailored to their specific preferences and risk tolerance.

The four tenets of Tiedemann’s Investment Process are:

  • Macro Strategy: Comprehensive, top-down annual forecasts of global macroeconomic trends and valuation level trends create an in-depth economic outlook.
  • Manager Research: Qualitative and quantitative research identifies and evaluates managers based on unique portfolio targets, management experience, and business stability.
  • Portfolio Construction: Asset allocation is outlined for each portfolio based on unique client’s goals.
  • Client Risk Tolerance: Portfolios are also tailored for each client using agreed-upon risk tolerance and return objectives.

Comprehensive Wealth Planning Services

While investment management may be their largest focal point, Tiedemann understands the importance of comprehensive wealth management to position clients for success.

As such, this San Francisco financial advisor extends their services to provide all-inclusive wealth planning, including (but not limited to):

  • Reviewing and analyzing estate and succession plans
  • Developing a comprehensive timeline for all financial goals
  • Overseeing tax compliance issues
  • Reviewing budget and income-expense analyses
  • Managing liquidity and spending goals
  • Coordinating and managing family meetings

As a top San Francisco financial advisor, Tiedemann Wealth Management prioritizes flexibility, expertise, and comprehensiveness in each segment of service provided.

The firm also places strong emphasis on placing client interests first, providing truly objective advice and earning Tiedemann Wealth Management recognition as one of the best financial advisors in San Francisco to partner with this year.

Wescott Financial Advisory Group LLC Review

Wescott Financial Advisory Group is a wealth management firm in San Francisco, California, serving individuals, families, trust, foundations, pensions, and more.

As a fee-only financial planner in San Francisco, Wescott Financial Advisory Group aims to be a source of strength and guidance for their clients in both good and bad economic times.

Key Factors That Enabled Wescott Financial Advisory Group LLC to Rank as One of the Top Wealth Management Firms in San Francisco

Proactive Wealth Management

Both life and the markets are unpredictable, but proper wealth management and planning can ensure individuals are not completely unprepared for sudden changes.

These financial advisors in San Francisco focus is on providing a personalized, strategic, and interactive wealth management experience through:

  • Customized, strategic asset allocation
  • Ongoing investment manager selection
  • Monitoring and performance measurement
  • Performance and transaction analysis
  • Market research, perspectives, and reports on strategic investment topics

Life-Minded Wealth TM Approach

Since proper wealth management and financial planning requires a comprehensive understanding of a client’s financial picture, Westcott has developed the Life-Minded Wealth™ Approach.

By using a comprehensive approach that considers a client’s unique financial circumstances and mindset, these San Francisco financial planners can combine financial and life expertise into a single advisory service.

Clients and non-clients alike can take the Life-Minded Quiz to identify whether their financial assets and their financial mindset are properly balanced for success.

Wescott Financial Advisory Group

By offering independent, fee-only San Francisco wealth management, Wescott Financial Advisory Group provides clients with the peace of mind that their investment management services will be transparent and free from bias.

Compared to competing financial advisors in San Francisco, however, Wescott falls short in communicating the breadth of their services. For example, while PerfectScore can help clients create and manage a financial plan, it’s unclear as to whether this includes common elements like budgeting, college savings, retirement planning, and so on.

By clearly identifying the segments of financial planning offered by the firm, Wescott could easily improve both their value proposition to new clients and their rating as one of the best financial advisors in San Francisco.

Wetherby Asset Management Review

Wetherby Asset Management is a fee-only financial advisor in a San Francisco that has been helping clients thrive for over 25 years.

With a strong emphasis on trust and objectivity within client relationships, Wetherby Asset Management is one of the best financial advisors in San Francisco to consider partnering with this year.

Key Factors That Enabled Wetherby Asset Management to Rank as One of the Top Wealth Management Firms in San Francisco

As a top San Francisco financial planner, Wetherby focuses on two primary areas of service: portfolio management and wealth planning.

Within these broad categories, the San Francisco financial advisors at Wetherby are poised to address an impressive range of specific financial challenges, including:

  • Asset Allocation
  • Manager Selection
  • Cash Flow Analysis
  • Tax & Estate Planning
  • Intergenerational Wealth Transfer
  • Impact Investing
  • Retirement Planning
  • Philanthropic Planning
  • Education Funding
  • Insurance Analysis
  • Equity Ownership & Stock Option Advice
  • Asset Allocation & Tax Efficiency

Many investors want to put their money in companies that are in line with their values. This San Francisco financial advisor helps clients combine social responsibility and sustainability through mission-driven investment strategies while still receiving competitive returns, achieving impact investing goals through addressing:

  • What—Companies, organizations, and funds with the intention to generate social and environmental impact along with returns
  • Why—The opportunity to advance social or economical goals while enhancing returns
  • Who—Best for both institutional and individual investors with a diverse set of impact goals and expectations for returns
  • How—Identifies a wide range of opportunities to use social and environmental solutions to generate returns

Wetherby Asset Management

With a wide range of financial planning and investment services, Wetherby Asset Management helps position clients for success through long-term capabilities, providing diverse solutions as needs and goals change.

Their fee-only status and expertise in impact investing provides unique value, solidifying Wetherby Asset Management as a top San Francisco financial advisor to consider partnering with this year.

Yeske Buie is a financial advisor in San Francisco with a motto to help each client “Live Big® – It’s about the size of your life, not the size of your wallet®.”

As a member of NAPFA, Yeske Buie is a fee-only San Francisco financial advisor offering expert investment management and financial planning services to clients in California and across the country.

Key Factors That Enabled Yeske Buie to Rank as a Top Financial Planner in San Francisco

Financial Planning Evangelists℠

Giving a friend or family member a referral to a San Francisco financial advisor—or visiting one for the first time—can be intimidating.

To alleviate reservations about meeting with a financial planner in San Francisco, the advisors at Yeske Buie pride themselves in being Financial Planning Evangelists℠, welcoming anyone who is referred to them for an introductory session.

If the firm is not a good fit, Yeske Buie is committed to finding a financial advisor in San Francisco that is, demonstrating their commitment to helping everyone attain great financial health.

Yeske Buie believes that successful wealth management comes from the development of unique strategies that give its clients an edge over the market.

This San Francisco wealth management firm’s knowledge and expertise is called upon by colleagues and clients across the country and is founded on disciplined research and time-tested facts.

The firm views wealth management as a process that spans a lifetime, providing clients with the creativity and wisdom needed to make the most of their life journeys.

This holistic view is both unique and inspiring, contributing to Yeske Buie’s inclusion on this list of the top San Francisco financial advisors.

Yeske Buie – Financial Advisors SF

As a top financial advisor in San Francisco, Yeske Buie exhibits a unique approachability and down-to-earth attitude, making the firm a great choice for clients that are partnering with a San Francisco financial advisor for the first time.

With a wide range of financial services, a fee-only structure, and a genuine desire to provide clients with expert, valuable financial resources, Yeske Buie is a great financial advisor in San Francisco to consider partnering with this year.

Conclusion – Top 10 Best Financial Advisors in San Francisco, Oakland, & Corte Madera, CA

Now that you have read a list of the top financial advisors in San Francisco, California, you should be better prepared to answer these questions:

  • Where can I find the best financial planning, wealth management, and investment management services in San Francisco?
  • Where should I go for additional services like estate planning, tax management, and risk management?
  • What types of fees do financial planners in San Francisco charge?
  • Which Bay Area financial advisor is right for me?

The next step is to choose three to five San Francisco financial advisor from the list that suit your needs and set up an introductory appointment.

Afterwards, you will have all the information you need to make an informed decision and take yet another step toward your financial target by selecting the best financial advisor in San Francisco for your unique needs.

  • https://www.bigstockphoto.com/image-20345171/stock-photo-golden-gate-bridge-at-dusk%2C-san-francisco%2C-california%2C-usa
  • https://www.bellinvest.com/the-womens-round-table/
  • https://www.bosinvest.com/
  • https://www.pexels.com/photo/black-calculator-near-ballpoint-pen-on-white-printed-paper-53621/
  • https://www.morlingfinancialadvisors.com/
  • https://www.mosaicfp.com/financial-planning
  • http://www.wescott.com/our-approach/
  • https://wetherby.com/service/impact-investing/
  • http://www.yebu.com/about/

Reasonable efforts have been made to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.

Note: Firms and products, including the one(s) reviewed above, may be our affiliates. Click to view our advertiser disclosures.

Ready to Craft Your Financial Future?

Our Financial Planners Can Help!

Welcome to Insight Wealth Strategies. We are dedicated to helping our clients define and create a plan to reach their financial goals. We pride ourselves on delivering objective, strategic and prudent advice designed to help our clients accumulate, protect and transfer wealth. Whether you are creating a college savings plan, preparing for retirement or anything in between, our comprehensive and personalized service focuses on understanding your objectives. We are proud to offer life insurance, wealth management services, business succession planning, as well as financial planning strategically catered to care for special needs families. Our wide array of financial planners offer specialized skill sets and areas of expertise; we look forward to matching you with the planner who is best equipped to help you make the most of your unique financial situation.

With offices across California: San Ramon, Livermore, Point Richmond, Bakersfield, and Irvine; as well as in Houston, Texas, we are conveniently located to better suit our clients’ needs. Our financial advisors have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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