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Marin Wealth Advisors

Marin Wealth Advisors, LLC.

Registered investment Advisor

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  • Investment Advice
    • Help with Your Investments
    • Investment Standards
    • ESG Investing
    • ESG Portfolio Management
  • Financial Planning
    • Stock Compensation Advisors
    • 529 College Savings Plan
    • Estate Planning Advisors
    • Personal Financial Coach
  • Retirement Planning
    • Retirement Financial Advisor
    • Early Retirement
    • Employer 401K Plans
    • IRA Rollover Accounts
    • Business Retirement Plans
  • Online Wealth Advisor
  • About
  • Blog
  • Locations
  • Contact
  • Client Portal

San Rafael & Novato Investment Advice & Wealth Management

Fee-Only Financial Advice Personalized for You

San Rafael to Novato investment advisors  and wealth management – very experienced experts providing personalized guidance. During these covid-19 pandemic times the markets are a rollercoaster of volatility, creating  investment opportunities that experts need to guide you in or manage your wealth growth. These times of volatility dictate the use of professional investment advisors—rather than doing it all yourself. Our San Rafael & Novato investment advice team works with many clients to provide leading advice and management. We’re here to assist you with your investments and wealth management needs, including managing your 401k and other retirement accounts. 

We can easily video conference with you to develop an investment and wealth management plan geared to your specifics and needs. This joint planning will help you and your portfolio recover from the unusual times we’re now in. 

This too shall pass and our economy and markets will recover. As your local San Rafael through Novato wealth managers and investment advisors we can soon develop a successful investment plan in place for you and your family, tailored for these times.


    Today, the growth and protection of your money depends on having a financial advisor who’s fully focused on investment management.

    At our San Rafael / Novato offices, each advisor’s focus is on your personal wealth protection and growth. This, along with your advisor’s depth of experience and use of the latest market evaluation technology, comprehensively serves your investment goals.

    Investment Management
    with Low Fees, No Conflict of Interest

    As fee-only investment advisors, we focus on your investment needs, not commissions. Our clients are charged a low annual fee based on assets in their accounts; assets under management. That’s a significant advantage for you: We eliminate any potential conflict of interest while keeping the fees we charge low. Call our San Rafael investment advisors office today to learn more.

    Investing to Meet
    Your Needs

    Our efforts as a Registered Investment Advisor (RIA) centers on building the best investment portfolios for you, using: Exchange Traded Funds (ETFs), Actively Managed Mutual Funds, and Low-Cost Index Mutual Funds, as well as individual stocks and bonds that offer value, growth, and income. We manage your investment portfolio to help you achieve your financial goals, selecting the most appropriate asset allocation and investments.

    San Rafael - Novato Successful Investment Advice and Management

    Part of well-managing your market investments is protecting your assets while also seeing and taking growth opportunities. This process takes time, extraordinary research, and deep experiential knowledge. This quality of time, research and expertise is only available from professionals such as our MWA wealth management advisors. Managing assets your self can be very rewarding when everything’s going well. Yet it can also be stressful and financially painful as circumstances quickly change and selling and buying decisions are needed very quickly during odd times of day or night. With our guidance and management, your time on market decisions is lessened, and the stress is greatly reduced.

    Our clients almost always pay lower fees. And they often have reduced risk by using our firm (a fee-based Registered Investment Advisor) as opposed to using a large bank or brokerage firm. As a final point, we are fiduciaries, unlike most bank or brokerage investment accounts.

    We’d like to introduce you to our wealth management services at Marin Wealth Advisors.
    We think you’ll appreciate our transparent and thoughtful approach to investing and meeting your investment goals.

    Our Responsibilities as a Fiduciary

    We at Marin Wealth Advisors believe in placing our client’s best interests first. Therefore, we commit to the following five fiduciary principles:

    • We will always put our client’s best interests first.
    • We will act with prudence; with the skill, care, diligence, and good judgment of a professional.
    • We will not mislead you. We provide conspicuous, full and fair disclosure of all important facts.
    • We will avoid conflicts of interest.
    • We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
    Learn More

    Working With Marin Wealth Advisors

    Fee-only Investment Management
    Financial Planning at an hourly rate
    No commission, no conflict of interest

    Request a complimentary one-hour financial review


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      Marin Wealth Advisors LLC

      899 Northgate Drive, Suite 300
      San Rafael, CA 94903
      415-458-5880

      50 California St. Suite 1500
      San Francisco, CA 94111
      415-472-5885

      1901 Harrison Street, Suite 1100
      Oakland, CA 94612
      510-217-8100

      2121 California Blvd, Suite 290
      Walnut Creek CA 94596
      925-374-4899

      info@marinwealthadvisors.com

      All Content Copyright © 2023 Marin Wealth Advisors, Registered Investment Advisor, Marin County, CA

      Disclaimer:
      The MWA website and blogs are limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
      All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

      No information contained on this website or blog constitutes tax, legal, insurance or investment advice.

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