We are an independent financial advisor, financial planner, and investment advisor in the San Francisco Bay Area of Northern Califiornia managing approximately $350 million for wealthy individuals and families.
We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with them to help grow and protect their wealth and achieve their most important financial goals.
Our mission is to be the principal advisor for all aspects of our clients’ financial lives. To do this, we take the time to develop a detailed understanding of each client’s individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence with a secure financial future.
Markets may be volatile, but our values are steadfast. We are dedicated to serving our clients with integrity and dedication, and are committed to the following principles:
- honest, transparent, and open communication
- highly responsive, first-class service
- unbiased, knowledgeable, and timely advice
- working hard to earn the trust and confidence of every client
As a fully independent financial advisor, we are not restricted to any investment product or service, and we work exclusively for the benefit of our clients. In fact, as a registered investment advisor, we have a legal and ethical fiduciary obligation to act in each client's best interests. We care deeply about helping our clients achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.
We look forward to discussing with you how we can become your family's trusted financial advocate. We think you will appreciate the trust and confidence that comes from working with a leading, independent wealth management firm.
Click to request more information about our services.
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Learn more about our investment philosophy—Asset Class Investing: |
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Company
Articles |
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An Investor's Guide to Managing Inflation Risk |
(January 15, 2009) |
Dan Goldie Financial Services Supports Estate Tax Reform in 2010 |
(December 7, 2009) |
How to Select a Financial Advisor or Financial Planner |
(December 3, 2009) |
Dan Goldie Financial Services Supports Extending IRA Charitable Rollover Provision |
(November 24, 2009) |
6 Steps to Creating an Investment Policy Statement |
(November 11, 2009) |
Investors Benefited from Portfolio Rebalancing in Market Downturn |
(November 4, 2009) |
Your Financial Advisor: Facilitator or Trusted Advisor? |
(October28, 2009) |
10 Questions You Should Ask a Financial Advisor or Financial Planner |
(October20, 2009) |
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Other Recommended |
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Beating the Market: It’s Still a Tall Order |
(New York Times, February 3, 2010) |
Inefficient Markets Are Sill Hard to Beat |
(Wall Street Journal, January 9, 2010) |
Investors Lured Away as Brokers Battle to Keep Them |
(Bloomberg, November 17, 2009) |
Money Talks to Have Before Marriage |
(New York Times, October 23, 2009) |
Let's Do the Time Warp Again |
(MarketWatch, September 11, 2009) |
The Mistakes We Make and Why We Make Them |
(Wall Street Journal, August 24, 2009) |
