Fiduciary Financial Advisors in Palo Alto, CA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Financial Advisor Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Palo Alto, CA


  • Financial Advisor Close to Palo Alto, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a Financial Advisor in Palo Alto, CA Help You?

If you are looking to save for retirement, improve your investment portfolio, prepare a college fund for your children, or even just prepare for the cost of having children, a financial advisor can help.

Financial advisors work with you to craft and implement a financial plan.

This plan can stretch as far into the future as it needs to, and incorporate saving, spending, and investment strategies to help you build your assets.

Many advisors also offer hands on management, which can incorporate buying and selling securities, managing retirement accounts, and even working with investments such as real estate and art.

A financial advisor will listen to your financial goals and is equipped to help you meet those goals, whether it be paying off your mortgage or saving up for retirement.

 

The Value Of A Retirement Financial Advisor in Palo Alto, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find A Fee-Only Financial Advisor Near Palo Alto, CA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
  • This field is for validation purposes and should be left unchanged.

Nearest Partner: 177 Bovet Road, Suite 600, San Mateo, CA 94402


Top Financial Advisors Serving Palo Alto, CA

Palo Alto sits south of San Francisco and north of San Jose. It is part of the San Francisco Bay area and SIlicon Valley. Palo Alto is spanish for “tall stick;” in fact the city was named after a coastal redwood tree named El Palo Alto.

The city is home to some of the largest technology companies in SIlicon Valley, including Tesla, Lockheed Martin, and Hewlett-Packard. Palo Alto has also served as the point of origin for Google, Intuit, Paypal, Facebook, Apple, and Logitech.

Our Palo Alto advisors are proud to be able to offer financial advice to the entire local area.

Advisors in Palo Alto also serve these locations:

When Do You Want To Retire?


How far away is your dream life?

  • This field is for validation purposes and should be left unchanged.

FAQs About Certified Financial Advisors In Palo Alto, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.