Independent Wealth Management Firm
Serving Clients in Menlo Park, CA & Throughout the Bay Area
Choosing a financial advisor is one of the most important decisions you will make. At Menlo Asset Management, we believe that decision should come down to trust, clarity, and alignment. As an independent wealth management firm, we take a comprehensive approach to managing your wealth, integrating investment management, retirement planning, risk management, and long-term financial planning into a coordinated strategy.
Based in Menlo Park, CA, our team of financial and investment advisors has been dedicated to the success of our clients in Atherton, Palo Alto, Redwood City, CA, and throughout the Bay Area.
For over twenty years, that has been the foundation of everything we do. Schedule a complimentary introductory meeting to discuss your goals with our team and learn how our approach may fit your needs.
Recognition
♦ 2026 Forbes Best-in-State Wealth Management Firm
♦ 2026 Best of the Bay Winner — Best Financial Advisor, Best Financial Planner, & Best Investment Services
Core Services
Our Approach
Begin the Conversation
We offer a complimentary introductory meeting with no obligation, just an honest conversation about your goals and how we can help.
*Tax, legal, mortgage and banking services are not offered by Menlo Asset Management, LPL Financial or affiliated advisors.
Check the background of this firm on FINRA's BrokerCheck.
Check the background of this investment professional on FINRA's BrokerCheck.