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Techgirl Financial | Bay Area Financial Advisor
“Kim and Victor are very honest and trustworthy people who care about your future needs and genuinely take pride in helping you hit your financial goals.”
Best Financial Advisors in Morgan Hill, CA
24 firms listed · 8 in Morgan Hill · 16 rated 4.5+ · 3 show a license
Data verified October 17, 2026
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Ledwith Financial Wealth Management
“Brad is not only a very talented financial advisor, he is a friendly and kind man that cares about your future needs and genuinely takes pride in helping you hit your financial goals.”
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Elder & Company Cpa's
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. We are experienced and friendly. Contact us for a fr...”
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John Plaza
“CLS sits down with financial advisor John Plaza, Securities America Advisors, where he talks about how essential it is to know your client's personality, needs, desires, and pressure points when working towards building a successful relationship.”
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Authentikos Advisory
“We acknowledge the trust you place in us by being as proactive as we can be, checking in between scheduled meetings and being attentive to changes in your life. You are always encouraged to reach out, and we will be happy to assist you with whatever ...”
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Advisors360
“At Capital Advisors 360, we understand the challenges individuals and institutions face when making important financial decisions. As an independent firm with offices near Seattle and in Silicon Valley, Denver and Boston, we realize that we cannot be...”
The 24 firms listed for Morgan Hill, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Morgan Hill, CA
Of the 24 firms we list here, 8 are in Morgan Hill itself and 16 come from towns including San Jose (12, 16 mi), Gilroy (1, 9 mi) and Watsonville (1, 16 mi). 16 of the firms on this page have a rating, from 4.6 to 5.0 across 146 reviews; 1 has 50 or more reviews. 3 show a license on their websites and 1 has a BBB rating of A or A+. 17 have ten or more years of experience, the longest 31 years. 2 offer payment plans; 1 offers a free initial consultation and 3 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 14 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Morgan Hill take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Marshall Ira B
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Mi Ocampo Financials
“Founded in 2020 by our President, Luis Rodriguez. We are a full-service Financial and consulting firm that proudly represents the small-business community. Along our other ventures, we have made it our priority to help those businesses in need. Throu...”
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J Ward Financial
“J Ward Financial Services, LLC is a Registered Investment Advisor principally registered in California, and registered or exempt from registration in other states as applicable. Nothing presented on or through this page is intended to be personalized...”
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Golden Trust
- Questions
- Health
- Tax Services
“I'm always a last minute person and they're super busy during tax season but Jasmine always come through for me to get my taxes done on time.”
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Snap Advisory
- Questions
“Patti and her team really help their clients - they prepare a well thought-out income tax planning packet every year, and it allows me to pull all my year-end documents together and file well in advance of the deadline, with less stress.”
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Flournoy Wealth Management
“Full of helpful information AND a really nice lady!”
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Sequoia Wealth Advisors and Invesment Management
“Kristina sets the standard for competence and compassion.”
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Budwal & Associates.
“Very knowledgeable helping and smilling staff.”
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Investy Financial Services
- Tax
- 401k
“I highly recommend their services to anyone looking for knowledgeable, efficient, and friendly tax preparation assistance, especially if you're seeking the convenience of handling everything remotely.”
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Snow Hartman Fong & Associates
“Super helpful and knowledgable staff.”
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Transitions Wealth Advisors
“Our wealth management practice in San Jose was founded to bring you an exceptional experience. As an independent, family-owned practice, our clients are at the forefront of every decision we make. Life is full of changing seasons, and that's where ou...”
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Kristi Ellington Financial
“Kristi brings with her a passion for helping people and a love of everything financial, and it is with great expectations that she greets each day, excited to discover new opportunities to help people. Kristi is fanatical about keeping up with the co...”
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Quintes | Securing Retirement Outcomes
“Your employees are your team. The team that works side-by-side to help achieve goals and grow an enterprise. Like you, they value a trusted partner who can secure tomorrow, while their energy and your resources are focused on building for today. A pa...”
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Patrick Scheufler Accountancy
“I appreciate how personable the staff is and they are always willing to go out of their way to help me with bookkeeping and tax issues”
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BPM
“I never been to this place.”
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Financial Insights & Strategies
“Sandra has excellent skills and experience to assist with complex financial issues in a divorce, including understanding 3rd party governmental benefits and giving guidance with the unique issues present when the couple divorcing have special nee...”
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Sustainable Capital Finance
“Seriously this is the best service I have ever had at any bank or finance organization!”
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Towne Advisory Services
“Ben Towne is incredibly easy to work with and helpful with business valuations - not only is he very thorough and professional, he is reasonable about discussing the scope you need and the level of report required for your business.”
Retirement Planning and Investment Management Services in Morgan Hill, CA Cost Estimates
Minimum cost
$1001
Maximum cost
$8507
National Average
$3003
Avg Per Hour Rates
$301
$2002
$5505
Fair price range is based on 455 cost profiles
Why these companies made our list
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