Insight… Integrity… Experience…


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Marin Wealth Advisors

Insight. Integrity. Experience.

Years of experience and exposure to multiple market cycles have taught us what works and what doesn’t when it comes to investing. These insights help our clients in Marin County, the San Francisco Bay Area, and beyond optimize their returns while avoiding unnecessary risk. We also offer another financial advantage: low fees.

Our Philosophy

Every client, large or small, deserves honest and independent investment advice.
Investment management should be done by a Fiduciary.
Individual clients should pay no more than large institutions for investment management.
Investment decisions should be driven by each client’s investment goals and risk profile.

August 2019 Volatility

Volatility has been the name of the game in the markets this month.  Last week, the Dow Jones Industrial Average suffered an 800-point drop.  That was followed by 4 straight days of gains.  Friday the index dropped another 600 plus points.  The yield on the 10-year US Treasury note has plunged from 2% at the beginning of August and currently sits at 1.53%, a 23.5% drop!  There are several factors

Optimistic But Vigilant

As we look at the half way point of 2019, we can say that investors have been rewarded for their patience. Returns for almost every asset class are up and have rebounded substantially from the late 2018 sell off. Earnings from US companies continue to grow and generally beat their estimates. Companies look fairly valued in most cases, but not excessively valued. While we continue to favor

Family and Community – Part of My Retirement Plan

Several years ago, I began to volunteer at a local elementary school. My initial thought was to read “Cat in the Hat” and other similar books to kindergarteners once a month. However, it soon became apparent that there was an urgent need for me to work with kids who have learning disabilities or were in the foster care system. Working with these kids has made me aware of several critical needs in