Financial Advisors in Larkspur, CA

Your financial future deserves more than guesswork

From comprehensive wealth management to elevated family office services, our Larkspur team delivers personalized guidance
built around your life, your goals, and what matters most.

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No obligation. No pressure. Just a conversation about your future.

Wealth Management

You’ve Worked Hard to Get Here.
Now Let’s Protect What You’ve Built.

Whether you are building assets for the future or seeking to protect, enjoy, and pass on the wealth you’ve created, you deserve a Larkspur financial advisor who puts your goals at the center of every decision.

Ensure Retirement Income

Build a reliable income stream so your retirement lasts as long as you do without compromise.

Maximize Wealth Transfer

Pass on your legacy to the people and causes you love with strategic planning and tax efficiency.

Reduce Tax Burden

Proactive tax strategies woven into every recommendation so you keep more of what you earn.

Create & Preserve Wealth

Pass on your legacy to the people and causes you love with strategic planning and tax efficiency.

Protect Against the Unexpected

Ensure you have the right coverage that protects your family, assets, and business from unforeseen risks.

Gain Peace of Mind

Take a deep breath knowing your financial needs and aspirations are planned for during every stage of your life.

Our advisors across Larkspur offer a full spectrum of wealth management services designed to address the real challenges you face.

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Choose the Solutions That Fit Your Life

Every client’s situation is different. That is why we offer two distinct paths — each backed by the same trusted Larkspur wealth advisory team with deep expertise and a nationally recognized investment platform.

Wealth Management

Comprehensive Wealth Planning & Investment Management

For individuals and families seeking a trusted partner to build, manage, and protect their wealth with a personalized financial plan.

Personalized Financial Planning
Retirement Income Strategies
Investment Management on an Open Platform
Tax, Estate, and Insurance Planning
College Funding and Stock Option Strategies

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Private Office

A Private Family Office Experience for Significant Wealth

For ultra-high-net-worth families and multi-generational wealth requiring a sophisticated, white-glove approach to preserving and growing their legacy.

Dedicated Family Office Team
Complex Estate and Wealth Transfer Planning
Access to Private Equity, Hedge Funds, and Alternative Investments
Family Governance and Next-Generation Education
Concierge Lifestyle Management Services

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Why Larkspur Families Trust Us

One Firm. One Team. Built Around You.

We created the allWEALTH® process to serve you, because at Beacon Pointe, we believe wealth is far more than a portfolio — it’s your time, your talents, and the experiences you’ve built throughout life.

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Objectivity

We work solely for our clients. As a fiduciary, Beacon Pointe makes recommendations based on your needs — not what investment products can be sold to you.

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Knowledge

Our advisors hold some of the most respected designations in the industry — CFP®, CFA®,
CIMA®, CDFA®, CPA, and many more.

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Experience

Decades of experience working with Larkspur executives, physicians, attorneys, business owners, professional athletes, trust beneficiaries, and many other clients.

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Nationally Recognized. Larkspur Proud.

Our commitment to excellence is consistently recognized by leading financial industry outlets, earning numerous awards in wealth management.
View Our Awards & Accolades

Our Larkspur Financial Advisor Offices

Find the Beacon Pointe office closest to you in Larkspur, CA

1100 Larkspur Landing Circle, Suite 300, Larkspur, CA, 94939, USA

This Beacon Pointe Advisors office serves private clients, multi-generational families, and women investors.

(415) 461-8999

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Meet the Team

100 Larkspur Landing Circle, Suite 112, Larkspur, CA, 94939, USA

This Beacon Pointe Advisors office is located in the the bay area offering strategic tax planning and serves women investors and ultra-high-net-worth individuals and families.

(415) 464-9700

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Meet the Team