Connect with Top-Rated Financial Planners in Menlo Park!

Menlo Asset Management takes a comprehensive approach to financial and retirement planning by providing financial advisory and insurance brokerage services. Our advisors prioritize our clients' interests, ensuring that every recommendation is tailored to their unique needs. We believe in building long-term relationships with our clients, providing personalized financial advice, and facilitating connections with other professionals such as attorneys and CPAs for estate planning services. With a focus on understanding each client as a family member, we strive to provide quality financial advice that fits their individual needs.

Blue Oak Capital is a fee-only investment advisory firm providing wealth management services to individuals, families, and trusts in the Bay Area. Our services include investment management, financial planning, and wealth preservation, all designed to help our clients achieve their unique financial objectives.

Bordeaux Wealth Advisors is an independent investment advisory and wealth management firm with offices in Silicon Valley and the Seattle region. They provide sophisticated and objective financial, investment, and tax advice to help clients maintain or achieve financial independence. Their team has spent decades managing the complexities of wealth, offering comprehensive and customized solutions for growing, preserving, and transferring wealth, along with personalized service and attention in an open and transparent environment.

At WealthValues, we provide our clients with trusted, personalized and comprehensive fee-only wealth management services. As our clients experience various life transitions and market cycles, our focus remains on creating solutions aligned with their best interests. Trusted Financial Advisors We value the confidence our clients have bestowed upon us during our twenty-plus years of collective wealth planning service, and hold ourselves to the highest standards of ethics and integrity as stewards of our clients' well being.

Brownson, Rehmus & Foxworth, Inc. is a trusted and independent wealth advisor that offers comprehensive financial planning and investment advice to multi-generational families. With a focus on tailored solutions, the company provides expert guidance on investment strategy, asset allocation, and manager selection, as well as wealth transfer, estate planning, and charitable activities. The firm's goal is to help clients achieve financial peace of mind and build a lasting legacy.