Why Work with Us

Choosing a financial advisor is one of the most important decisions you can make. At Menlo Asset Management, we believe that decision should come down to trust, clarity, and alignment.

We are proud to be named a Forbes Best-in-State Wealth Management Firm for 2026 and a 2025 Best of the Bay winner in Financial Advisor, Financial Planning, and Investment Services. These recognitions reflect our commitment to thoughtful advice, strong client relationships, and execution.

As an independent firm, we do not offer proprietary products or operate under sales incentives. Our guidance strives to be designed to remain objective and aligned with what we believe serves your best interests.

Effective financial advice goes beyond selecting investments. We take the time to understand your full financial picture, including your investment strategy, retirement timeline, and estate and legacy goals, and build a coordinated plan to support both near-term priorities and long-term objectives.

Our investment philosophy emphasizes diversification, patience, and long-term discipline. We focus on managing risk thoughtfully while staying aligned with your goals through changing market conditions.

We keep our client relationships intentionally personal. You will work directly with a member of our team who understands your situation and is committed to your success.

We would love to learn more about your goals and share how we work. We offer a complimentary introductory meeting — no obligation, just an honest conversation.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.