Our Mission

At Menlo Asset Management, our mission is to help individuals, families, and business owners move forward with clarity, confidence, and purpose. We believe financial planning should bring structure to complexity and direction to opportunity.

Our client centric approach begins with understanding what matters most to you. Your goals, your family, your business, and your long term vision shape every recommendation we make. We design personalized strategies that integrate investment management, retirement planning, and insurance solutions into a disciplined and sustainable plan aligned with your life.

As an independent firm, we are not obligated to offer proprietary products. Our guidance is objective and rooted in your best interests. We focus on thoughtful asset allocation, risk management, and long term portfolio discipline to support the goal of financial security across market cycles.

Serving clients throughout the Bay Area and beyond, we prioritize lasting relationships built on trust, transparency, and accountability. When appropriate, we coordinate with CPAs and Estate Planning Attorneys that seeks to ensure your financial strategy remains aligned across generations.

Our commitment is simple. Deliver independent guidance and personalized planning designed to help you pursue lasting financial stability and meaningful long term success.

_{*Tax and legal services are not offered by Menlo Asset Management, LPL Financial or affiliated advisors.}