Connect with Top-Rated Financial Planners in Los Altos!

Ardent Capital is a fee-based registered investment adviser located in San Francisco, California, providing objective, independent, and quality investment advice to individual investors without conflicts of interest. The firm manages clients' portfolios within their brokerage or individual retirement accounts (IRA) through a limited power of attorney provided by clients' brokerage firms, using a range of investment tools such as individual stocks, mutual funds, ETFs, and fixed income. The firm's investment approach emphasizes efficient asset allocation, optimizing market risks for expected returns, and considering characteristics in various asset classes, market cycles, and economic outlook. The goal is to consistently outperform market benchmarks in the long run while helping clients achieve their financial objectives and having a peace of mind with their investments.

Dempsey & Associates is a financial planning and investment firm that provides a wide range of financial services, including investment guidance, retirement planning, insurance solutions, and estate planning. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals by offering personalized advice, research reports, and calculators to help us better understand the financial concepts behind investing, retirement, insurance, estate planning, and wealth preservation. Our goal is to help our clients take a proactive approach to their personal financial situation and make informed decisions about their financial future.

Honu Wealth Management is a Registered Investment Advisor that provides financial planning and investment advisory services to three types of clients: Wealth Accumulators, Transitioning to Retirement, and Building a Legacy. They help individuals make good decisions about their money, manage finances, and achieve their financial goals. The company offers a unique fee structure, combining financial planning and investment advisory services into a single fixed annual fee, which provides a tremendous value to its clients. They also offer access to very low-cost institutional-type mutual funds not generally available to the public at large. With their financial planning, investment advice, and wealth management services, Honu Wealth helps individuals achieve financial security and prosperity.