We are a fee-only, independent financial advisor, financial planner, and investment advisor in the San Francisco Bay Area of Northern California managing approximately $600 million for individual investors and their families.
We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using a consultative process to help them grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability.
Our mission is to be the trusted advisor for all aspects of our clients’ financial lives. To do this, we take the time to develop a detailed understanding of each client’s individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence in having a secure financial future.
Markets may be volatile, but our values are steadfast. We are dedicated to serving our clients with integrity and are committed to the following principles:
- honest, transparent, and open communication;
- highly responsive, professional, first-class service;
- unbiased, expert, and timely advice;
- steadfast dedication to our belief that "our clients' interests always come first."
As a fully independent financial advisor, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. In fact, as a registered investment advisor, we have a legal fiduciary obligation to act in each client's best interests. We care deeply about helping our investors achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.
We look forward to discussing with you how we can become your family's trusted financial advocate. We think you will appreciate the trust and confidence that comes from working with a leading independent wealth management firm.
An interview with Dan Goldie:
Click here to request more information about our services.
