Click/tap here to find the best Mountain View, California financial advisor for your needs!

Financial Advisors in Mountain View, California (Santa Clara County)

Ford & Associates
Mountain View, CA

Ford & Associates is a RIA ( Registered Investment Advisor ) specializing in Fee Only comprehensive Financial Advice and Investment Counsel. We have been in this business for over 31 years and a RIA since 1982. We advise on all areas of Financial pla... See More

Highlights: Charitable Planning, Wealth Management, Investment Services, Investment Consulting, Fee Only, Women's Issues, Family Financial Planning, NAPFA Member, Income Tax Planning, Passive Investment Strategies, Retirement Distribution Plan, Independent Investment Advisor, IRA, 403B Plans, MBA, 401K Consulting, Sustainability, Stocks, Divorce Planning, Young Investors
Visit Johnson Lyman Wealth Advisors

Steve Johnson, BA, CFP, MBA
Johnson Lyman Wealth Advisors is a fee-only, comprehensive financial planning firm and Registered Investment Adviser in Los Altos, California managing over $180 million for families, trusts, small businesses and not-for-pr... See More

Sullivan & Serwitz
Los Altos, CA

Robert Sullivan, BS, CFP
To serve the diverse needs of our clients we offer a variety of fee options: traditional assets under management as well as profit based. As a Multi-Family Office, all services are provided either in-house or through collabor... See More

Meyers Wealth Management
Palo Alto, CA
Visit Meyers Wealth Management

Fee-only financial planning and investment advisory services. Comprehensive financial plans, asset management and by-the-hour services available. We have no minimum required asset level and are happy to provide as-needed and project-based advice.
... See More

Highlights: Member Of NAPFA, Advisory And Investment Management, Financial Planning For Women, Index Funds, Independent Investment Advisor, Financial Planning, 401k Rollover, Fiduciary, 401K Consulting, Investment Advisory, Retirement Planning., Registered Investment Advisor, IRA, Family Financial Planning, Retirement Planning Advice And Services, Registered NAPFA Advisor, Charitable Planning, Income Tax Planning, Hourly Consultation, Comprehensive Financial Planning
Rugh Financial, LLC
Palo Alto, CA
Visit Rugh Financial, LLC

Nicholas Rugh, BS, CRPC, MS
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Rugh Financial is an independent, fee-only, financial planning ... See More

Aegis Financial Advisory
Cupertino, CA
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Joseph Alfonso, BA, CFP, ChFC, EA, RICP
Aegis Financial Advisory is a Portland Oregon and San Francisco Bay Area Fee-Only financial planner specializing in retirement planning for pre-retiree couples. We are experts in Social Security and retirement ... See More

Visit Castellan Financial Advisors

Walter Romatowski, CFP, CMA, MBA
We offer "Fee-Only" Financial Advice and Investment Management to people from all walks of life. So, whether you are just starting out, in the midst of building for a brighter future, or seeking to preserve and enjo... See More

We focus specifically on those individuals whose financial situations require a high level of expertise, coordination and analytical sophistication; those who are serious about accumulating and preserving wealth. Our clients face mid-life financial p... See More

Highlights: Sustainability, Certified Financial Planner, CFP ®, Disability Income & Long Term Care Insurance, Fiduciary, Income Tax Planning, Comprehensive Financial Planning, NAPFA Member, Independent Investment Advisor, Fee Only, Special Needs Planning, IRA, Passive Investment Strategies, Socially Responsible Investments, Pension Plan Design & Management, Family Financial Planning, Charitable Planning, Investment Policy Statements, Investment Services, Retirement Distribution Plan
Beck Investment Management, LLC
6 miles from Mountain View, CA

We are a registered investment adviser firm located in the Silicon Valley. We manage investment portfolios for individuals and families. We are an independent, fee-only, low-cost financial advisory firm. With over 29 years of investment expertise, an... See More

Highlights: Mutual Funds, Divorce Planning, Wealth Management, Fiduciary, Investment Consulting, Passive Investment Strategies, Comprehensive Financial Planning, ETFs, Corporate Bonds, Family Financial Planning, College Planning, Young Investors, IRA, Independent Investment Advisor, Retirement Planning, Investment Policy Statements, Sustainability, Women's Issues, Professional Wealth Management, Retirement Distribution Plan
Alison Van Dyke
7 miles from Mountain View, CA
Visit Alison Van Dyke

Fee-only comprehensive financial planning for new parents and young families.

Highlights: Comprehensive Financial Planning, Middle Income, MBA, Women's Issues, Disability Income & Long Term Care Insurance, Estate Planning, Job Transition Coaching, Investment Consulting, College Planning, Debt Management, Family Financial Planning, Fee Only, Retirement Planning
Investor's Capital Management, LLC
7 miles from Mountain View, CA
Visit Investor's Capital Management, LLC

Julie Schatz, CFP
We can help with the answers!
Our clients have been in your shoes. As a team of dedicated, fee-only financial advisors we have helped them achieve their goals. We have a passion for providing advice to help individuals and families... See More

Pacific Advisors
8 miles from Mountain View, CA
Visit Pacific Advisors

As your financial advisors, our first job is to help you protect your current position of wealth. Then we work with you to create a roadmap for the achievement and protection of your full narrative of wealth.

At Pacific Advisors, we go beyond prov... See More

Highlights: Family Financial Planning, Comprehensive Financial Planning, Charitable Planning, Certified Financial Planner, Middle Income, Pension Plan Design & Management, Annuities & Life Insurance, Asset Protection, Investment Consulting, Investment Services, Retirement Planning, Business Planning, Mutual Funds, Disability Income & Long Term Care Insurance, College Planning, Young Investors, IRA, Estate Planning, Retirement Distribution Plan, Wealth Management
Griffin Black, Inc.
10 miles from Mountain View, CA
Visit Griffin Black, Inc.

Jane Beule, BA, CFP, MBA
Griffin Black, Inc. offers integrated, fee-only financial advisory services focused on helping clients improve the quality of their lives. Sound investment management is a crucial component of our practice, but it is only one... See More

Leal Financial Planning
10 miles from Mountain View, CA
Visit Leal Financial Planning

Karl Leal, AAMS, CFP, CRPC, RICP
My mission is to provide the highest level of service and expertise in the most economical way possible. I do that by providing the service that you require on an hourly basis. I think your investments are best kept u... See More

Wade Financial Advisory, Inc.
10 miles from Mountain View, CA
Visit Wade Financial Advisory, Inc.

Rodney Wade, AIF, BS, CEA, CFP, EA, MST
Wade Financial Advisory, Inc. offers comprehensive financial planning services on a fee-only basis to individuals and their families helping them to achieve their financial objectives and peace of mind. Fee-on... See More

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