Marin Wealth Advisors Makes Lists of Top Bay Area Financial Advisors
Expertise.com, a trusted source that helps consumers connect with top-ranked service providers, has named Marin Wealth Advisors one of the seven best financial advisors in Marin County and one of the 24 top financial advisors in San Francisco. Expertise.com does in-depth research in a variety of industries to find the leading service providers. Marin Wealth Advisors is thrilled at this recognition of our decades of work helping our Bay Area clients manage and grow their portfolios.
How Expertise.com Picked the Top Bay Area Financial Advisors
In San Francisco, Expertise.com started with a list of 209 financial advisors. It rated the initial set on more than 25 criteria. Only 135 companies made the second round of review, which included contact by an Expertise mystery shopper to learn more about our firm’s level of service. Finally, it picked the top 24 to recommend, including Marin Wealth Advisors, which has an office at 315 Montgomery Street in San Francisco.
For Marin County, Expertise.com reviewed 66 financial advisors, curated 42 of those, and ended up recommending the top seven companies. Marin Wealth Advisors, which has offices at 899 Northgate Drive in San Rafael, was rated one of the top seven financial advisors for Marin County.
Expertise.com’s 5 Category Rating System
The Expertise rating system graded companies in these five categories to determine the top Bay Area financial advisors.
Expertise.com examined firms to ensure that advisors were approachable and that clients felt their needs were met. At Marin Wealth Advisors, our advisors are always ready to help. We believe that there are no unimportant requests—if you have a question about your investments, we will have an answer.
Only licensed and credentialed financial advisors made the Expertise list. The team of professionals at Marin Wealth Advisors includes Certified Financial Planners, MBAs, and Chartered Financial Analysts.
Expertise.com looked at what customers are saying about Marin Wealth Advisors and found that we scored 5 out of a possible 5 in customer reviews. We take great satisfaction in helping our clients meet their financial goals. One of the places that have brought us this satisfaction is environmental, social governance (ESG) investing because many of our clients want their money to have a positive impact on the planet as well as their financial security. Our research has found that companies with high ESG scores are also good investments, and we now include curated ESG funds in all our client accounts.
Experience is essential to make the Expertise.com rankings. The site looks for financial advisors who are “masters of their craft.” Marin Wealth Advisors brings both skill and passion to our work. Collectively, our advisors have more than 150 years of experience helping clients manage assets and grow wealth. As Expertise noted, Robert Hunter, our principal and founder, “has more than 30 years of experience in handling investment accounts for individuals, families, non-profit organizations, and businesses.”
Expertise evaluated financial advisors on their honesty, reliability, and respectful treatment of clients. Its mystery shoppers gave us an A+ rating in all four subcategories:
Marin Wealth Advisors serves clients throughout the Bay Area, providing fee-only investment management and financial planning services, so we are never motivated by commissions. Our client’s interests are at the heart of our financial planning services. Helping you meet your financial goals is our only objective.
Pick a Trusted Partner for Your Financial Health
Financial planning is vital to your future. Your financial planner can help you meet goals such as buying a house, starting a family, and securing a comfortable retirement. We are honored by the recognition from Expertise.com, but our biggest reward is helping our clients make intelligent decisions to manage their investments and grow their wealth.
What makes a great financial advisor? At Marin Wealth Advisors, we study the markets and listen to our clients. We continue to evolve as the financial ecosystem changes, so we can help you plan for retirement, save for college, exercise your stock options wisely, and much more. Give us a call at (800-758-3768) if you have investment questions—we’d like to help.