Financial Advisors in Napa, California (Napa County)

Walter Romatowski, CFP, CMA, MBA
We offer "Fee-Only" Financial Advice and Investment Management to people from all walks of life. So, whether you are just starting out, in the midst of building for a brighter future, or seeking to preserve and enjoy the wealth you've already accumulated, Castellan Financial Advisors stands ready to serve you. We do not require account balance or personal income minimums. Please check out our website for more details, and contact us to schedule your complimentary "Get Acquainted Meeting".... See More

We focus specifically on those individuals whose financial situations require a high level of expertise, coordination and analytical sophistication; those who are serious about accumulating and preserving wealth. Our clients face mid-life financial pressures, time poverty, and an overload of investment information. Our purpose is to provide our clients with wise counsel in the management of their financial affairs, so that they may experience satisfaction and peace of mind.... See More

We are a registered investment adviser firm located in the Silicon Valley. We manage investment portfolios for individuals and families. We are an independent, fee-only, low-cost financial advisory firm. With over 29 years of investment expertise, and as a Chartered Financial Analyst, we study financial information and provide the due diligence to examine the risk-reward profile of the best investment solutions for you. We keep investments solutions and their explanations simple and transparent. We are only paid by you and working only for you.... See More

Daniel Leahy, CFP, CRTP
Pennington Financial Group is a fee-only independent Investment Advisory and Financial Planning firm. In addition to personal portfolio management, we specialize in tax planning, estate planning, and retirement planning. Our mission is to help our clients clarify their financial goals, make better financial decisions, and to effectively manage their financial resources for both today and years into the future. As a fee-only advisor, we do not accept sales commissions of any kind. Our only form of compensation is derived directly from our clients, and in our opinion, this creates an atmosphere more conducive to offering trusted and objective advice. We believe that the fee-only compensation model best aligns the interests of the client and advisor, and reduces conflicts of interest.
We are pleased to offer a no cost initial consultation and invite you to call our office for an appointment. During our initial meeting we take our time to get acquainted with you, to find out what is important to you, and to determine if our services would be a good fit with your needs. We look forward to hearing from you.
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Steve Johnson, BA, CFP, MBA
Johnson Lyman Wealth Advisors is a fee-only, comprehensive financial planning firm and Registered Investment Adviser in Los Altos, California managing over $180 million for families, trusts, small businesses and not-for-profit organizations. Our minimum Wealth Management engagement fee is $2,500 per quarter. We invite you to contact us at or via email at for more information. Thank you.... See More

Robert Sullivan, BS, CFP
To serve the diverse needs of our clients we offer a variety of fee options: traditional assets under management as well as profit based. As a Multi-Family Office, all services are provided either in-house or through collaborative relationships: Investment Planning, Retirement Planning, Estate Planning, Tax Prep/Planning, Trustee Services, Assisting Children, Assisting Parents, Philanthropic Planning, Private Banking, Asset Protection, and Stewardship Consulting.... See More

Ford & Associates is a RIA ( Registered Investment Advisor ) specializing in Fee Only comprehensive Financial Advice and Investment Counsel. We have been in this business for over 31 years and a RIA since 1982. We advise on all areas of Financial planning; Articulation of one's financial goals; Income tax planning and strategies; Cost effective Insurance coverage; Estate planning analysis and coordination; and Investment portfolio structuring. We advise on budgeting and Retirement Planning. Our Investment advice includes Stocks, Bonds, ETFs, Mutual Funds, REITS, International Securities, Cash Equivalents and more. We have $60,000,000 under management with 30+ clients. Our strength is our Goals Ananysis, and our thoughtful, comprehensive approach to helping our clients reach their goals through the least risky manner possible.... See More

Are you confident you are saving enough for retirement; or if you are already retired, that your money will sustain the lifestyle you currently enjoy? Do you wonder if there is something more you should do now to protect those you love in the event of your incapacity or death? Are you concerned that your financial advisor may not be putting your best interests ahead of his or hers? Well, you are not alone and we can help.

Steve Bell, CFP®, MBA is one of several Certified Financial Planner professionals at the Wealth Conservatory; an independent financial planning and wealth management advisory, where we work as a team to keep individuals and families on feasible and attractive paths to their goals; to include making sure they do not run out of money before running out of life and that the lifestyles of their loved ones will be protected, even in the event of incapacity or death.... See More

As your financial advisors, our first job is to help you protect your current position of wealth. Then we work with you to create a roadmap for the achievement and protection of your full narrative of wealth.

At Pacific Advisors, we go beyond providing ordinary financial guidance and investment services for businesses and individuals. Our team focuses on your unique needs; and then we design customized solutions to help meet those needs.

At Pacific Advisors, we believe what makes us stand out from the rest of the crowd is our:
1. Experience with high net-worth clients and their needs
2. Professional approach to financial planning
3. Organizational and personal integrity
4. Ability to employ technology to create a better experience
5. Team approach to service... See More

Joseph Alfonso, BA, CFP, ChFC, EA, RICP
Aegis Financial Advisory is a Portland Oregon and San Francisco Bay Area Fee-Only financial planner specializing in retirement planning for pre-retiree couples. We are experts in Social Security and retirement income planning and taxation. Speak to us about how we can help you fully enjoy your life in retirement free from the worry of ever running out of money. Financial Planning We believe that true financial planning is a process, not a one-time event. Life is dynamic and the financial plan must be constantly monitored and adjusted to ensure that you remain on track whatever changes may arise within your life or in the world at large. We advise continually and comprehensively in all key planning areas. Investment Management Once we understand your long term goals and have assessed your overall financial situation, we work with you to develop a prudent investment strategy. The objective of this strategy is to help you achieve your long term objectives while taking no more risk than necessary. We employ low cost, tax efficient investments when implementing your strategy. We are a Dimensional Funds advisor. Fee Our annual fee includes all of our financial planning and investment management services. It also includes ongoing consultation to address any new issues that may arise. This fee is fixed and is based on your net worth. We believe that our fee is reasonable, simple, and transparent and reflects the comprehensive nature of the services we offer. And by making our fee fixed you will not experience an increase during the fixed fee period regardless of fluctuations in the financial markets.
Schedule a free, no-obligation call.
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Bill Oakes, CFP, EA
Services are offered on an hourly, as-needed, Fee-Only basis with no conflicts of interest. No products are sold, no commissions are generated. Objective, commission free financial advice is provided to everyday people. Comprehensive financial assessment addressing money management, insurance, retirement, education and estate goals is available. Also provided are focused, in-depth assessment for a specific aspect of an individual's financial life such as managing money, insurance plans, evaluating retirement goals, funding educational objectives or estate planning. Tax services include individual and business planning, preparation and representation. Taxpayers facing audits, collections and appeals may elect representation services.... See More

We provide comprehensive, holistic, fee-only planning and wealth management. We provide tax planning and preparation, career planning, portfolio analysis, retirement and financial independence planning, education planning, insurance review, goal setting, debt management, estate planning, and more. We serve individuals as well as small business owners.... See More

Provide Fee-Only Financial Planning on an Houly basis, and Portfolio Management.

As a Fiduciary, we are always looking out for the client's best interest.

No Asset or Wage minimums, so we offer financial advice to people form all walks of life.

The initial "Get Acquainted" meeting is complimentary.... See More

Jerrold Lex Grecu, CFA, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Grecu Capital Management's services are best suited for those with $500,000 or more to invest. As a fiduciary, fee-only advisor, Grecu Capital Management, Inc. has always put our clients' interests first. Since 2001 we have provided personalized comprehensive solutions in wealth managment and financial planning so that our clients can devote more time and attention to what truly matters in life. We have no proprietary products to sell and we accept no commissions. Our only products are unbiased advice and the peace of mind that comes with knowing you're prepared. Manage, Preserve and Grow Your Wealth Experience, expertise, great personal relationships - all at a company you can trust. That's exactly what you'll find at Grecu Capital Management, Inc. Investment Management Financial Planning Retirement Planning Tax Planning Specialized Services Customized 401(k) Solutions Do you want to ensure your employees have the best 401(k) retirement plan available to them while protecting yourself and your company from future liability? Are you the fiduciary of your 401(k) plan, but have too many responsibilities and not enough time to manage it properly? Do you have concerns that your employees do not have enough education on retirement planning to make prudent choices? If this sounds familiar, we have the solution! Grecu Capital Management, Inc. has the knowledge, the expertise, and the time to devote to your company 401(k) retirement plan. The GCM 401(k) Retirement Plan Solution provides your employees with the ongoing support and knowledge they need to make informed decisions and en... See More

Gerald Gasber, CFP, CFS, CIMA, CIMC
At Gasber Financial Advisors, Inc. we take the responsibility and trust our clients place in us very seriously. - By thoroughly analyzing each client's financial situation, we create a comprehensive, personalized financial plan with the goal of leaving no aspect of his or her financial future to chance. - We believe that successful long term investing is a simple process but it is not easy. To insure implementation of a prudent, disciplined strategy each client's investment portfolio is governed by a written investment policy. - Because a plan is only as good as its implementation, we continue to work closely with each client after delivery of their financial plan to make sure recommendations are followed and adjustments are made as needed. - We strive to provide each client with the highest level of service and personalized attention. As a result we realize that we cannot be all things to all people and have committed to limiting our practice to an appropriate number of families.... See More