Explore Financial Advisors Serving Berkeley, CA

Blume Capital Management provides personalized investment advisory and financial planning services for individuals and families. Specializing in value-oriented, research-driven investing and customized financial planning, we help clients navigate volatile markets while preparing for their future. Our disciplined approach emphasizes transparency, long-term asset stewardship, and individualized service.

Willow Grove Advisors is a fee-only fiduciary wealth management firm serving global entrepreneurs, expatriates, and families. We provide customized investment strategies, tax-aware planning, and cross-border financial solutions tailored to clients' unique life cycles. Our team combines international expertise with a collaborative approach to help clients achieve long-term financial security.

Ashby Wealth Management offers comprehensive financial planning and portfolio management services for professionals in the Bay Area and virtual clients. Our fee-only advisors create personalized financial strategies using a fiduciary standard, focusing on tax efficiency, risk management, and long-term wealth growth. We serve physicians, tech professionals, and gig economy workers with tailored solutions for their unique financial challenges.

Elmwood Wealth Management provides comprehensive financial advisory services specializing in personalized financial planning, investment management, tax optimization, and estate planning. Our fiduciary-driven approach combines advanced technology with collaborative team expertise to deliver tailored solutions for clients' long-term financial security. We serve individuals nationwide through both in-person and virtual consultations.

Parkside Advisors provides comprehensive financial advisory services specializing in investment management, tax planning, and personalized financial strategies for individuals and businesses. Our client-first approach combines decades of industry experience with a commitment to transparency and tailored solutions. The firm's merger with Parkside enhances service offerings through expanded expertise in corporate executive planning, philanthropy, and family office support.