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
13 firms listed · 6 in Morgan Hill · 5 rated 4.5+ · 4 show a license
Data verified October 17, 2026
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.”
John Plaza
Advisors360
Marshall Ira B
Mi Ocampo Financials
The 13 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 13 firms we list here, 6 are in Morgan Hill itself and 7 come from San Jose (5, 16 mi) and Gilroy (1, 9 mi). 5 of the firms on this page have a rating, from 4.9 to 5.0 across 41 reviews. 4 show a license on their websites. 6 have ten or more years of experience, the longest 27 years. 2 are family- or locally-owned. We have a website on file for all 13 of the firms on this page; 12 publish a contact page; 5 list a public email and 4 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?
4 of the 13 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.
J Ward Financial
Snap Advisory
“They take the time to educate you (if you want that), and they have creative and brilliant ideas on how to minimize your tax burden.”
Kristi Ellington Financial
Meriwest Wealth Advisors
At Peace With Money
“I used to be really disorganized and inefficient, but now, with Angela's help, I've implemented the Profit First accounting system into my business and managing my finances is a snap.”
Sun Wealth Advisor
David Henderson
Why these companies made our list
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