Our Mission

Comprehensive Financial and Retirement Planning

Menlo Asset Management takes a comprehensive approach to financial and retirement planning. We provide financial advisory and insurance brokerage services. Our advisors keep your interests at the front of all our recommendations and are not compelled to sell proprietary products.

We believe that providing appropriate financial counsel starts with understanding you, your family and/or your business. We view each client as a family member who can benefit from quality financial advice and we take our commitment to your financial well-being seriously, thus holding ourselves accountable for the level of service provided. We work to form a personalized approach for each client, such that their investment portfolio “fits like a glove.”

Our firm is active in the Bay Area and seeks to develop the kind of relationships that will benefit our clients. As an added benefit, we facilitate support from other professionals, such as attorneys and CPAs*, to provide estate planning services.

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