Find a Financial Advisor in Portola Valley, CA

 

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We did the hard work of finding trustworthy partners in Portola Valley, CA.

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We Only Work With The Best Portola Valley Financial Advisors


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

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Portola Valley, CA


  • Financial Advisor Close to Portola Valley, 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

The Value of Working With the Best Financial Planners in Portola Valley, 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 Planner Near Portola Valley, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Portola Valley financial advisors.
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How Retirement-Friendly is Portola Valley, CA?

  • Population: 4,592
  • % of Population 62 Years and Over: 32.5%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $3,147
  • Average Household Income: $331,932
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Portola Valley, CA

 

THREE BRIDGE WEALTH ADVISORS

Website

(650) 433-3500

3270 Alpine Road

Portola Valley, CA 94028

SEC#: 801-70332
Years in Business: 12 years

KALINOWSKY ASSET MANAGEMENT

Website

(650) 529-0500

150 Portola Road

Portola Valley, CA 94028

SEC#: 801-85174
Years in Business: 6 years

WESTERN TECHNOLOGY INVESTMENT (WTI)

Website

(650) 234-4300

104 La Mesa Drive
Suite 102
Portola Valley, CA 94028

SEC#: 801-44806
Years in Business: 28 years

MORGENTHALER MANAGEMENT CORPORATION

Website

(650) 388-7600

3200 Alpine Road

Portola Valley, CA 94028

SEC#: 801-73546
Years in Business: 9 years

DFPG INVESTMENTS, LLC

Website

(650) 233-9122

158 Goya Road

Portola Valley, CA 94028

SEC#: 801-107896
Years in Business: 5 years

PALADIN CAPITAL MANAGEMENT, LLC

Website

(650) 495-0925

16 Aliso Way

Portola Valley, CA 94028

SEC#: 801-61489
Years in Business: 19 years

KOHLBERG & CO., L.L.C.

Website

(650) 463-1480

3000 Alpine Road
Suite 100
Portola Valley, CA 94028

SEC#: 801-74129
Years in Business: 9 years

KOHLBERG & CO., L.L.C.

Website

(650) 463-1480

3000 Alpine Road
Suite 100
Portola Valley, CA 94028

SEC#: 801-74129
Years in Business: 9 years

DFPG INVESTMENTS, LLC

Website

(650) 233-9122

158 Goya Road

Portola Valley, CA 94028

SEC#: 801-107896
Years in Business: 5 years

 


Portola Valley, CA Financial Advisor FAQs

Narrow your search by looking for advisors who are members of the fiduciary organization. Being a member of this organization will indicate that they have gone through training on what their obligations are as an advisor to you. It will also show that they have read and signed the Fiduciary Oath which means that you can take them at their word about being unbiased in terms of where they're recommending investing during any situation.
Investigate the credentials and background of any potential advisor. Some good ways of doing this are by checking with your state's department of banking or securities.
Yes. But if you want the best rate of return, you should do your due diligence and make sure they are really a recommended advi
The perks of having a financial advisor are they can help you make better decisions and they can also review your portfolio for optimum returns over the course of time. Having someone else to hold you accountable can be really beneficial. We often end up doing what we know is best because that's all we know how to do even if it may not be the best thing in the long-term. Furthermore, an advisor will usually know additional ways to save and invest money and help you feel less stressed about finances which leads to a happier life.