Connect with Top-Rated Financial Planners in Novato!

Pharos Wealth Management is a leading financial planning and investment management firm based in Novato, Marin County, and the San Francisco Bay Area. We provide comprehensive services including financial planning, portfolio management, digital advisor, retirement planning, estate planning, investment, insurance, tax planning, and more. Our team of experienced LPL financial advisors focuses on helping clients achieve their financial goals with a fiduciary approach. With technology, we also serve clients across the country. Our mission is to provide personalized financial solutions that cater to each client's unique needs and objectives.

Attune Financial Planning is a fee-only wealth management firm based in San Rafael, California, providing expert financial planning, investment management, tax planning, and tax preparation services for affluent and high-net worth career professionals and their families throughout Marin County and the greater Bay Area. We believe in placing our clients' best interests first, and we commit to the following five fiduciary principles: We will always put your best interests first, act with prudence, not mislead you, avoid conflicts of interest, and fully disclose and fairly manage any unavoidable conflicts. Our team of experienced professionals is dedicated to helping clients develop harmony between their finances and their important life goals.