Top Financial Advisors in Menlo Park, CA

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Portola Partners Group, LLC serves mainly high-net-worth clients.

As a fee-only firm, Portola does not collect commissions on trades or the sale of certain products.

Portola does not maintain account minimums. The firm, however, charges asset-based fees, hourly fees and fixed fees for its advisory services. Asset-based fees can range between 0.15% and 1% of the total assets under management.

Portola Partners Background

Portola Partners began its operations in 2020, specializing in portfolio management, financial planning and advisor selection advisory services. The privately owned company’s owners are Steven R. Rehmus and Zachary A. Herlick.

Portola Partners Investment Strategy

Portola Partners believes that asset allocation is the main determinant of long-term returns and the variance of those returns, according to its website. In selecting investments, the firm regularly uses diversification and systematic portfolio rebalancing. 

The firm recommends various asset classes, including no-load mutual funds and exchange-traded funds (ETFs), equities, warrants, corporate debt securities, certificates of deposit (CDs), U.S. government securities, investment company securities and more. 

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Nestled in Silicon Valley, Bordeaux Wealth Advisors (BWA) specializes in wealth management, multi-generational planning and investment advisory services. 

You don’t need a minimum amount of assets to establish a relationship with BWA, but the firm charges a minimum annual fee of $20,000. The firm advises high-net-worth individuals and charitable organizations. 

The BWA advisory team holds multiple certifications, including: 

• certified financial planners (CFPs)
• certified public accountants (CPAs) 
• chartered financial analyst (CFAs)
• chartered life underwriter (CLU)
• chartered alternative investment analyst (CAIA) 
• certified investment management analyst (CIMA)

The firm operates on a fee-only basis. This means it collects fees directly from its clients for the services it provides. BWA doesn’t earn commissions or other forms of compensation from third parties for selling products such as securities or making specific recommendations.  

Bordeaux Wealth Advisors Background 

BWA has been a registered investment advisor since 2017. The firm offers portfolio management as well as a range of stand-alone financial planning services. Your plan would depend on you and your family's needs and goals. But the firm’s team members can provide advice around such aspects of your financial life as: 

• Estate management and wealth transfer
• Income tax planning
• Insurance
• Cash flow management
• Philanthropic initiatives
• Retirement planning
• Education funding and 529 college savings plans

BWA serves as a wholly owned subsidiary of Focus Financial Partners, LLC. That firm is a wholly owned subsidiary of Focus Financial Partners LLC and Focus Financial Partners Inc.

Bordeaux Wealth Advisors Investment Strategy

Before BWA provides investment advice, it conducts a deep analysis of your financial profile. This may include an evaluation of your financial health, risk tolerance, investment goals, tax sensitivity and more. Afterward, it builds a diverse portfolio based on an asset allocation that’s appropriate to your financial profile. 

The firm primarily allocates client assets across exchange-traded funds (ETFs) and no-load mutual funds. It may also consider individual equities, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, U.S. government securities, options contracts, and interests in limited partnerships if deemed appropriate.

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Regis Management Company, LLC works entirely with high-net-worth and non-high-net-worth individuals, as well as pooled investment vehicles and charitable organizations. 

As a fee-only firm, Regis does not collect commissions on trades or the sale of certain products.

The firm typically charges a minimum annual fee of $150,000 that is based on a percentage of the total assets under management.  

Regis Management Company Background

Regis was founded as a limited liability company in 2003. The firm’s controlling owners are Robert F.X. Burlinson and the Freidenrich Family Partnership. Burlinson is also Regis’ chief investment officer.

Regis Management Company Strategy

Regis manages and evaluates portfolios based on client investment goals and objectives. The firm’s investment strategy focuses on long-term capital appreciation, and it aims to meet that objective by building well-diversified portfolio.

Services include:

• Financial planning
• Portfolio management
• Tax planning
• Charitable assets
• Advisor selection

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Lyell Wealth Management is a financial advisory firm that specializes in asset management financial planning and income tax advice. You don’t need a minimum investment to establish a relationship with the firm. SEC records show it currently works primarily with high-net-worth and non-high-net-worth individuals, as well as charitable organizations.  

Lyell Wealth hold multiple certifications, including the chartered financial analyst (CFA) and certified public accountant (CPA) designations. 

Lyell Wealth is a fee-only firm. This means it collects advisory fees directly from clients for the services it provides. In other words, the firm does not collect commissions or other payments from third parties or affiliates. 

Lyell Wealth Management Background 

Lyell Wealth first opened its doors in 2016 and is currently owned by members Jeffrey Berry, Kevin Connell, Matt Bennitt and Nancy Tuck. The firm specializes in estate planning, investment management, concentrated equity advice and income tax planning. But Lyell Wealth can develop a holistic financial plan tailored to your needs covering such topics as saving for retirement, funding your child’s college education or managing insurance policies. 

Lyell Wealth Management Investment Strategy

Lyell Wealth constructs individual client portfolios based on personal factors such as financial goals, risk appetite and current financial situation. It uses this data to establish an appropriate asset allocation. The firm primarily invests client assets among equity and fixed-income oriented securities like mutual funds. If deemed appropriate, it may also allocate assets across other securities types such as certificates of deposit (CDs), private equity funds and venture capital investments. 

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Opes Wealth Management, LLC provides a range of advisory services to high-net-worth and non-high-net-worth individuals, as well as corporations.

As a fee-only firm, it earns compensation as a percentage of assets under management (AUM) and fixed fees that are charged directly to clients - not as sales commissions from third parties. 

Opes Wealth’s staff holds mutiple certifications, including designations as chartered financial analysts (CFAs).

Opes Wealth’s minimum account size requirement varies based on account type. Specifically, the firm’s minimums range from $5,000 to $700,000. 

Opes Wealth Management Background

Formed in 2018, Opes Wealth offers investment management, financial planning and advisor selection services. The firm also provides non-investment consulting and implementation services.

Opes Wealth’s principal owners are Mark Duvall, Erin Whalen and Susan McHan.

Opes Wealth Management Investment Strategy

Opes Wealth utilizes a number of securities analysis methods when making investment decisions. These include fundamental analysis, technical analysis and cyclical analysis. However, the firm also employs long-term purchases, limited liquidity purchases and short-term purchases.

Opes Wealth’s Form ADV shows that it mainly allocated its assets among exchange-traded equity securities and non-exchange-traded equity securities. The firm also invested in cash and cash equivalents and U.S. state and local bonds.

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Nelson Capital Management, LLC works mostly with high-net-worth individuals and a few non-high-net-worth individuals, as well as charitable organizations and investment advisors. 

As a fee-only firm, Nelson does not collect commissions on trades or the sale of certain products.

The firm typically requires a minimum of $1 million for its comprehensive portfolio management service. Additionally, the firm also charges a management fee that can range between 0.375% and 1% of the total assets under management.  

Nelson Capital Management Background

Nelson was founded as a limited liability company in 2004. The firm’s owners are Brooks Nelson (73%), Stephen Philpott (15%), Darcy Smoot (6%) and Evan Nelson (6%).

The advisor team holds multiple certifications, including certified financial planner (CFP) and chartered financial analyst (CFA) designations.

Nelson Capital Management Strategy

Nelson manages and evaluates portfolios based on client investment goals and objectives. The firm’s investment strategy focuses on both long-term purchases that hold securities for more than one year and short-term purchases that sell securities within one year. 

Services include:

• Portfolio management 
• Asset allocation 
• Equity analysis 
• Fixed income analysis
• Financial planning
• Retirement planning
• Estate planning
• Education savings
• Tax planning
• Charitable gift strategies

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WealthValues, LLC is a financial advisory firm providing financial planning and investment advisory services primarily for high-net-worth individuals and some high-net-worth individuals.

Its principal Karen Goodfriend serves as a certified financial planner (CFP), certified public accountant (CPA) and a personal finance specialist (PFS). 

As a fee-only firm, WealthValues does not earn commissions from third parties for recommending specific services or products.  There is no set account minimum.

WealthValues Background 

WealthValues was founded in 2006. As mentioned earlier, Karen Goodfriend is the principal and sole shareholder of the company. 

The practice offers a variety of stand-alone financial planning services in addition to portfolio management. The firm can advise on a variety of financial wellness goals such as proper estate planning, mitigating taxes and evaluating life insurance programs. The firm provides ongoing advice and can adjust your plan as needed. 

WealthValues Investment Strategy 

WealthValues aims to build a diversified portfolio to meet the goals of individual clients and protect “from having ‘all eggs in one basket.’” It also sees minimizing taxes “as a critical component of portfolio planning and management.” 

In addition, the firm evaluates and selects third-party managers for different asset classes and to meet specific portfolio objectives. These may utilize both active and passive investing strategies depending on factors such as your risk tolerance and primary goals. 

Depending on your overall financial profile, the firm may invest your assets in mutual funds, exchange-traded funds (ETFs), over-the-counter securities and more. 

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Investor’s Capital Management (ICM) is a fee-only financial services firm working with non-high-net-worth individuals and high-net-worth clients, as well as pensions and profit sharing plans, corporations and donor advised funds.

Clients don’t need a minimum investment to start a relationship with the firm, but are generally charged a minimum investment management fee of $3,750 each quarter. ICM recommends that prospective clients with less than $800,000 in investment assets pursue more cost-effective services at other firms. 

As a fee-only financial advisory firm, it doesn’t earn commissions or other forms of payment from third parties for recommending or selling specific products or services. 

The advisor team holds multiple certifications as certified financial planners (CFPs).  

Investor’s Capital Management Background 

ICM first opened its doors in 1999. It’s owned by Julie A. Schatz and Chief Compliance Officer Jennifer H. Cray. The firm breaks down its offerings into two categories: financial planning and asset management. ICM can deploy a personalized financial plan to address a range of financial needs including some or all of the following: 

• Education funding and 529 college savings plans
• Retirement planning
• Stock options advice
• Tax planning
• Charitable giving
• Employee benefits
• Cash flow management 

In addition, the firm can manage and monitor an individual investment portfolio on your behalf.

Investor’s Capital Management Investment Strategy

ICM seeks to construct diversified portfolios based on asset allocations that adhere to clients' individual investment goals, risk tolerance and time horizon. It generally invests client assets among no-load mutual funds from Dimensional Fund Advisors (DFM). However it may supplement this strategy with exchange-traded funds (ETFs) and index funds especially when your tax situation deems it appropriate.

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Sirius Wealth Management Strategies works with non-high-net-worth individuals and high-net-worth individuals.

As a fee-only firm, Sirius doesn’t collect commissions or other compensation for recommending specific products or services from third parties. It earns its compensation solely from the fees it charges clients directly for its services. 

Sirius is led by principal Matt Vorst, a certified financial planner (CFP). He has spent more than four decades working in the financial services industry. There is no set account minimum.

Sirius Wealth Management Strategies Background 

Sirius Wealth was founded in 2008, and it registered as an investment advisor in 2015. Matt Vorst is the sole owner of the firm. 

The firm can create a personalized financial wellness strategy that touches on multiple aspects of your financial life. It can advice on tax planning, insurance needs, retirement planning and more. 

Sirius Wealth Management Strategies Investment Strategy

The practice emphasizes low costs and diversification when it comes to its overall investment philosophy. Its holdings mainly consist of no-load mutual funds and exchange-traded funds (ETFs). Occasionally, it may invest assets among individual securities if deemed appropriate to the client. 

In addition, the firm selects and monitors investment managers who may deploy passive, semi-passive and active investing strategies.