Overview

Fee-only $600mm RIA with offices in San Francisco and Berkeley, CA.

We are a boutique firm that builds deep relationships with our clients through financial planning, tax planning and investment management services.

We use Junxure CRM, Tamarac portfolio management and reporting, eMoney for financial planning and BNA for income tax planning. We use DFA funds, ETF asset allocation and Parametric indexing strategies on the Fidelity and Schwab platforms.

We have two partners, a COO and compliance officer, a tax planning manager, advisors, traders and client service associates.

We are not an AUM “roll-up” platform or a firm aggregating siloed advisors with their own clients. We are looking for potential partners to grow our firm together, advising clients and having meaningful impact on their lives, while offloading administrative and compliance tasks.

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