Tiburon Wealth Advisors

Who We Are

At Tiburon Wealth Advisors, we are a premier financial advisory group located in Marin County, California. Our team of experienced professionals has been serving individuals and families for over 30 years, helping them achieve their financial goals and objectives. We understand that every individual is unique, with their own set of challenges and priorities. That's why we take a personalized approach to financial planning, tailoring our services to meet the specific needs and goals of each of our clients.

Our Services

At Tiburon Wealth Advisors, we offer a wide range of financial services designed to help individuals and families achieve their financial goals. Our services include:

• Investment Management: We start by formulating a personalized investment strategy that aligns with your financial goals and objectives. We then actively manage your investment portfolio to ensure that it remains aligned with your evolving needs and goals.

• Financial Planning: Our team of experienced advisors will work with you to develop a comprehensive financial plan that addresses your unique circumstances and goals. We take a goals-oriented approach, prioritizing your goals and objectives above all else.

• Retirement Planning: We understand that retirement is a critical life transition, and we're here to help you navigate it with confidence. We'll work with you to develop a personalized plan that addresses your retirement goals and ensures that you're prepared for the transition.

Our Team

Our team is led by Teuta Morina, a highly experienced and dedicated wealth advisor with over 15 years of experience in the financial services industry. Teuta is committed to providing personalized service and tailored solutions to each of her clients. Besart Morina, our Vice President, brings over 15 years of experience in the financial services industry, including stints at UBIS, Wells Fargo Investments, and Jp Morgan Investments.

LPL Financial

At Tiburon Wealth Advisors, we are proud to be affiliated with LPL Financial, one of the nation's leading financial services companies. LPL Financial is a publicly traded company under the ticker symbol LPLA, and their mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. As an LPL Financial affiliated advisor, we have access to the firm's tools and resources, which enables us to provide our clients with comprehensive financial guidance and recommendations.

Get in Touch

If you're ready to take control of your financial future, we're here to help. Schedule a complimentary consultation today and let us help you achieve your financial goals.