Palo Alto, CA

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Palo Alto, CA
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Best Financial Advisors in Palo Alto, CA

The highest-rated Financial Planning & Wealth Management companies out of 126 vetted & reviewed in the Palo Alto area.

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Orchid Wealth Management

Orchid Wealth Management

(1)
“I have learned more with Seth and had more success with him than I have experienced with previous brokers.”
Free Initial Consultation
Emergency Services
In Business Since 2015
970 Palo Alto Ave, Palo Alto, CA
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Alison Wealth Management

Alison Wealth Management

(6)
  • Retirement
  • Knowledge
  • Tax
“My favorite parts of the partnership are having tax implications considered in each scenario, having a long-term view, and Dave's focus on sharing his knowledge by training financial advisors.”
In Business Since 2017
530 Lytton Ave floor 2, Palo Alto, CA
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Vertex Ventures

Vertex Ventures

(1)
“Vertex staff are also really friendly and insightful.”
Average Price Tag
In Business Since 2001
345 California Ave, Palo Alto, CA
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Palo Alto Wealth Advisors

Palo Alto Wealth Advisors

(1)
“Prior to this I had only met advisors who have had partnerships with funds they recommended based on commissions and Nate and Ryan couldn't be further away from that!”
In Business Since 2016
715 Colorado Ave a, Palo Alto, CA
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Altamont Capital Partners

Altamont Capital Partners

(1)
“Solid team, diversified portfolio, thoughtful investors...”
In Business Since 2009
400 Hamilton Ave STE 230, Palo Alto, CA
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Sand Hill Global Advisors

Sand Hill Global Advisors

“We've been here since Silicon Valley was a startup itself. That's why when you work with Sand Hill, you have a partner that understands the unique challenges you face. From entrepreneurs and executives to individuals and families, we're here to help ...”
In Business Since 2010
245 Lytton Ave #300, Palo Alto, CA
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Maya Advisors

Maya Advisors

“There are many times in life when we find ourselves at the very bottom of our own priority list. What we really need at these times is someone we can trust, someone who will always have our back, someone who cares, but is distanced enough to provide ...”
Transparent Fees & Pricing
In Business Since 2006
530 Lytton Ave 2nd Floor Suite 224, Palo Alto, CA
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Whitespace Financial

Whitespace Financial

Financial Planning, Investments, Wealth Management
In Business Since 2008
228 Hamilton Ave # 300, Palo Alto, CA
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Cornerstone Capital

Cornerstone Capital

In Business Since 2014
200 Homer Ave, Palo Alto, CA
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Cognizant Wealth Advisors

Cognizant Wealth Advisors

Risk Management, Education Planning, Tax Planning
“Cognizant Wealth Advisors is an independent, fee only (no commission), fiduciary financial planning and investment firm helping individuals and families build prosperous lives through sound financial decision-making. Our close, personalized guidance ...”
Free Initial Consultation
In Business Since 2012
530 Lytton Ave 2nd Floor, Palo Alto, CA
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SF Money Coach

SF Money Coach

(6)
  • Healthy
“Individually with Carrie, I am defining what tools I need, how to ask for what I need, and moving ahead with a clear vision of why this is important for my family.”
456 University Ave, Palo Alto, CA
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Matrix Partners

Matrix Partners

260 Homer Ave Ste 201, Palo Alto, CA
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Meyers Wealth Management

Meyers Wealth Management

“Meyers Wealth Management works on a strictly fee-only basis, meaning we get no commissions or financial incentives from any financial service provider. You can rest assured that when we make recommendations for specific products or services, we do so...”
In Business Since 2008
441 California Ave #7, Palo Alto, CA
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Holbrook Global Strategies

Holbrook Global Strategies

“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.”
In Business Since 2003
635 Bryant St, Palo Alto, CA
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Red Crane Wealth Management

Red Crane Wealth Management

“General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under...”
In Business Since 2016
3000 El Camino Real, Palo Alto, CA
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Sageview Capital

Sageview Capital

“We had an opportunity to pick our next investment partner, and we picked Sageview. They were undoubtedly a great team, which our team resonated with, they bring an understanding of how to scale companies, and they've successfully created category lea...”
In Business Since 2005
245 Lytton Ave # 250, Palo Alto, CA
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Thriving Asset Management

Thriving Asset Management

“My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communicat...”
In Business Since 2023
499 Middlefield Rd, Palo Alto, CA
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Financial Engines Advisor Center

Financial Engines Advisor Center

Employer Services, Wealth Management Services
Accepts All Major Credit Cards
In Business Since 1990
2100 Geng Rd Suite 210, Palo Alto, CA
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Parkworth Wealth Management

Parkworth Wealth Management

“Our process helps you quit asking, “What mistakes am I making with my money?” Our expertise helps cut through the confusing rules and tax regulations. And your action plan helps you take advantage of the good fortune you've had and translate that int...”
CFP Certified
In Business Since 2007
2225 W Bayshore Rd #200, Palo Alto, CA
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Equitybee

Equitybee

“Equitybee is a leading startup employees stock options funding platform, empowering startup employees and accredited investors to unlock the value of startup equity.”
In Business Since 2015
955 Alma St Suite A, Palo Alto, CA
Featured

The past couple of days have been painful and horrifying for anyone with ties to Israel. A series of brutal attacks as terrorists infiltrated Israeli cities and villages targeting civilians, murdering and kidnapping men, women, and children, has left the country reeling. Hundreds have been murdered so far. The funerals will begin tomorrow. We do not know when they will end.nnEquitybee was founded in 2018 by three Israeli friends. Today, half our team sits in Tel Aviv working with employees at startup companies across several verticals both in Israel and around the world. Our thoughts are with all our Equitybee teammates, their families, all the employees we serve, in Israel, our partners and all those who are human beings and support the simple right to life.nnWe offer our deepest condolences to those that have lost loved ones and hope for those still awaiting news. We wish and hope for everyone to come home safely to their families.nnRight now, our offices remain open as we continue to support our team members, their families, partners, clients and community. This is the best way we know to show our support for Israel, the only democracy in the Middle East. We will not be beaten, we will not be scared.nAll people, everywhere, deserve to live lives free from terror and cruelty.nnToday we stand together. We stand against terror. We stand with Israel.

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Labrador Ventures

Labrador Ventures

In Business Since 1994
101 University Ave #400, Palo Alto, CA
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360 Payments

360 Payments

(48)
  • Fees
  • Software
  • Company
“Just recently, a significant issue arose, that did not directly involve 360, but they were able to use their expertise to guide me through to a excellent solution.”
Offers Financing Options
Remote Consultations Available
In Business Since 2010
Serving Palo Alto Area
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Litherland, Kennedy & Associates

Litherland, Kennedy & Associates

(45)
  • Medi-Cal
  • Skilled Nursing
  • Seminar
“In addition to writing trusts for several family members, their geriatric care manager, Dedra Jize has walked us through the change to assisted living.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1994
Serving Palo Alto Area
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Turnkey Financial Solutions

Turnkey Financial Solutions

(50)
  • Company
  • Funding
  • Employee Retention
“Thanks to their efforts, we were able to secure an ERTC refund, which has played a vital role in maintaining our operations and ensuring our services continue without interruption.”
In Business Since 2016
33170 Alvarado-Niles Rd #1659, Union City, CA
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Retirement Planning and Investment Management Services in Palo Alto, CA Cost Estimates

Minimum cost
$1089
Maximum cost
$9256
National Average
$3267
Avg Per Hour Rates
$327
$2178
$5989
Typical price range is based on 392 cost profiles
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Average Cost $3267
Minimum cost $1089
Maximum cost $9256
Avg Per Hour Rates $327

Typical range $2178 to $5989 is based on 392 cost profiles.

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Wealth Management Advisors near Palo Alto

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