Plan the life, not just the money.
We are a fee-based, fiduciary wealth management firm serving families in the Bay Area and beyond. Since 2003.
A Bay Area wealth management firm — built for the decade before and after you stop working.
Since 2003, we’ve helped hundreds of people grow and protect their wealth while navigating the twists and turns of retirement planning. We believe retirement planning is for everyone — not just the wealthy. No matter the background of our clients, we support them in achieving their personal and financial goals.
Our holistic approach includes investment strategy and asset management, tax minimization, health insurance and Medicare guidance, and legacy and estate planning. The ARBOR Method™ is how we tie it all together.
It is with curiosity and genuine care that we support our clients’ needs — both known and unknown.
Our Mission & Values
Rooted in what matters.
Serving our clients, country and community through authentic stewardship. Discover our mission and the five core values that guide our work.
Working for you.
Leadership
Accountable for the firm itself — its investment discipline and its compliance.
Authentikos Advisors
The advisor who sits across from you — and who stays with you as the plan changes.
Client Service & Operations
The people who make sure the plan actually happens.
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For more information about the ARBOR Method™, or any of our financial services, schedule a call today. Investment Advisory Services offered through Authentikos Advisory, LLC, a Registered Investment Advisor.