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We provide independent financial strategy advice and wealth management services to individuals and families. We provide high caliber-portfolio performance and accessible, informative advice. NEW CLIENT min. portfolio size = $100,000.. more info about Niehaus Liberty Investing, LLC
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**NAPFA Member** We are an independent financial advisor firm providing investment management and financial planning services to individuals, trusts, and institutional clients since 1988. Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about WESCAP Group
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**NAPFA Member** Robert has over 10 years of experience and has a Chartered Financial Analyst (CFA) certification combined with an MBA from Columbia Business School. Our NEW CLIENT minimum portfolio size = $500,000... more info about Robert Horowitz Wealth Management
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We provide professional investment and planning services for both business and individual clients. Contact us today to discuss your financial planning objectives and goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about The Advisory Group
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**NAPFA Member** We are a Fee-Only financial planning and investment management firm that is committed to providing objective and professional advice with the highest integrity and at a reasonable cost. Our NEW CLIENT minimum portfolio size $100,000.... more info about Veripax Financial Management
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**NAPFA Member** We are dedicated to helping people that don't have time for, don't enjoy, or simply need expert advice in managing their personal finances. NEW CLIENT minimum portfolio size = $500,000... more info about Beacon Financial Partners
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**NAPFA Member** We are an independent, Fee-Only investment advisor. Our mission is to make your financial goals a reality. NEW CLIENT minimum portfolio size = $250,000… more info about Garner Financial Management
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We are a San Francisco Bay Area based Independent Registered Investment Advisor and Certified Financial Planner™ firm. Whether you need a second opinion, a full plan, a workshop or an adviser, the time to act is now... more info about Aikapa Financial Planning and Investment Management
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**NAPFA Member** We aim to provide our clients with a strategy to achieve their goals, confidence in their financial decisions and the professional assistance to implement them. NEW CLIENT minimum portfolio size = $500,000... more info about Aequitas Wealth Management
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Our firm was founded in 2004 as an independent, employee-owned investment advisor, and is currently staffed by professionals with over 200 years of combined experience in financial services. NEW CLIENT minimum portfolio size = 1,000,000... more info about Covington Capital Management
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As an Independent RIA firm, we are free to choose the investments that best meet our clients' needs. Our fees are based on Assets Under Management (AUM) rather than commissions, so our goals are aligned with yours. NEW CLIENT Min Portfolio Size = $500K... more info about Kenfield Capital Strategies
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We specialize in full discretionary portfolio management. Our typical minimum family relationship is well in excess of $1 million dollars. We do not "sell" investment products or insurance, nor do we do financial planning. more info about L & S Advisors, Inc
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Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in southern CA. Our NEW CLIENT minimum portfolio size = $250,000... more info about McComsey Asset Management, LLC
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We are an independent Fee-Only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Summit Portfolio Management Inc.
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**NAPFA Member** You will learn new and creative ways to work with your finances, and you will develop a powerful sense of financial security for yourself and the important people in your life. NEW CLIENT minimum portfolio size = $500,000… more info about Focused Finances, LLC
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Our firm's managed accounts have outperformed the S&P 500 by 89% since inception in January 1998. We offer separate investor advisory and money management services which use the "Buyback Stragegy" principles. NEW CLIENT min. portfolio size = $100,000... more info about Fried Asset Management, Inc. / Buyback Strategies
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We are committed in helping our clients meet their investment goals. Investment strategies are tailored to meet the needs of each client. NEW CLIENT minimum portfolio size = $1,000,000… more info about Holbrook Global Strategies
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We offer personal financial planning, investment management, tax and other wealth management services on a Fee-Only basis to families and individuals throughout the San Francisco Bay Area. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Prialta Advisors, Inc.
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We are focused on a research driven approach -- toward the goal of bringing the Best Value and Highest-Quality of Service to each client. NEW CLIENT minimum portfolio size = $100,000... more info about ALM Advisors, Inc.
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We use coordinated financial analysis and time-tested financial strategies to create an individually tailored plan that helps our clients maximize their financial assets and achieve their most important goals. NEW CLIENT portfolio min. size = $500,000... more info about Anders Financial Planning
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**NAPFA Member** We provide comprehensive financial, tax and life planning for a fee and receive no commissions from the purchase or sale of products. We are located NE of Sacramento. more info about Lynch Financial Advisors
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We serve select High Net Worth (HNW) clientele globally. Your money should be organized in a way that supports your lifestyle, not a template from a consumer finance magazine. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Stolper & Co Inc.
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We are a San Francisco Bay Area based Independent Registered Investment Advisor and Certified Financial Planner™ firm. Whether you need a second opinion, a full plan, a workshop or an adviser, the time to act is now... more info about Aikapa Financial Planning and Investment Management
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We are an independent, Fee-Only investment advisor firm dedicated to providing unbiased advice and specializing in the area of currency risk management. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Atlas Capital Advisors LLC
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**NAPFA Member** We will help you organize your financial life and make good choices to reach your goals. Our Planning Session: $575. We look forward to speaking with you!... more info about Burgess Financial Planning
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Put our 25 years experience managing portfolios for U.S. individuals, family groups, trusts, and retirement plans to work for you! NEW CLIENT minimum portfolio size = $500,000... more info about CPIC International
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We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M..... more info about D'Annunzio Consulting Group, LLC
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North Capital is an investment management company with a singular focus: delivering best in class investment solutions for your specific needs. Our NEW CLIENT Minimum Portfolio Size = $50,000... more info about North Capital
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We specialize in two services: managing investment portfolios and acting as a fiduciary assisting our clients with all their financial matters. Contact us to discuss your financial planning goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Rosenblum Silverman Sutton
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We design and manage global portfolios based upon academic and professional research in behavioral finance. We strive to achieve superior investment returns using a disciplined, risk management approach. NEW CLIENT minimum portfolio size = $500,000... more info about SoundBridge Capital Management, LLC
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We are a discreet comprehensive financial planning firm serving a limited number of families. Our NEW CLIENT minimum portfolio size = $250,000.... more info about Walnut Hill Advisors, LLC
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We are a comprehensive financial planning and investment management firm, based in San Francisco, CA. Our NEW CLIENT minimum size = $250,000... more info about West Portal Investment Group LLC
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We are a family owned and operated Fee-Only financial planning firm serving clients throughout Silicon Valley. NEW CLIENT minimum portfolio size = $500,000… more info about Family Wealth Consulting Group
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We offer personal financial planning, investment management, tax and other wealth management services on a Fee-Only basis to families and individuals throughout the San Francisco Bay Area. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Prialta Advisors, Inc.
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We offer separately managed accounts (SMA) to affluent individuals, trusts and foundations. Contact us to discuss your exact financial planning objectives and goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Silicon Valley Capital Partners, L.P.
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With over 60 years of combined experience in the financial world, we are uniquely positioned to help clients plan for and make smart investments. We serve Marin and Sonoma CA Counties. NEW CLIENT minimum portfolio size = $250,000... more info about Annadel Capital
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**NAPFA Member** We are a Fee-Only investment advisory and financial planning firm. Our mission is to offer unbiased investment advice where the interests of the client is always our top priority. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Marin Capital Management
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**NAPFA MEMBER** Our mission is to deliver superior investment performance using a risk-controlled approach that gives our valued client's financial "peace of mind" during all market conditions. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Schultz Financial Management Corporation
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We offer a broad range of services and investments. We are seeking long-term relationships with serious investors... more info about Baron Capital Management, LLC
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We have provided highly personalized investment management services on a fee-only basis since 1977. Our NEW CLIENT minimum portfolio size = $1,000,000... more info about Pring Turner Capital Group
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We are an independent Fee-Only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Summit Portfolio Management Inc.
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**NAPFA Member** We are a Fee-Only investment advisory and financial planning firm. Our mission is to offer unbiased investment advice where the interests of the client is always our top priority. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Marin Capital Management
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**NAPFA Member** We are a Fee-Only Registered Investment Advisor firm located in the San Fernando Valley. We are extremely dedicated to helping our clients achieve personal and financial success. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Ventura Advisors
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