Independent Financial Advisors - Insight, Integrity, Experience

Our Features

Investment Management


Manage your risk while you build long-term wealth

We take the time to understand your ability to assume risk and translate this into an investment portfolio that captures market gains.

Financial Planning


Develop your roadmap to financial security

We help you create a comprehensive and flexible plan that sets you on a path to achieving your financial goals for your career, college savings, and retirement years.

Retirement Focus


Determine the right retirement investments

We work with you to choose options within your employer 401(k) plan, select business retirement accounts, and manage funds you’ve accumulated to last through retirement.

Marin Wealth Advisors

Insight. Integrity. Experience.

Years of experience and exposure to multiple market cycles have taught us what works and what doesn’t when it comes to investing. These insights help our clients in Marin County, the San Francisco Bay Area, and beyond optimize their returns while avoiding unnecessary risk. We also offer another financial advantage: low fees.

Working With Marin Wealth Advisors

Fee-only Investment Management.
Financial Planning and Investment Consulting at an hourly rate.
No commission, no conflict of interest.

Request a free one-hour investment portfolio review.

Our Philosophy

  • Every client, large or small, deserves honest and independent investment advice.
  • Fees should be based on assets under management, not transactions.
  • Individual clients should pay no more than large institutions for investment management.