A complete list of active advisors currently associated with Northbay Advisors

Warmer can help you find a great advisor at Northbay Advisors or one who fits your needs even better.

The firm serves individuals, trusts, estates, charitable organizations and small businesses, providing personalized financial planning and investment management. It also operates an affiliated income tax–preparation practice and performs tax work separately from advisory engagements. The advisor offers tailored, modular planning and can deliver advice on an hourly, fixed‑fee or ongoing AUM basis, with clients able to choose discretionary or non‑discretionary portfolio management. Investment work typically follows a core‑and‑satellite approach using no‑ or low‑load mutual funds and ETFs as the core, with periodic (generally quarterly) reviews and customized implementation as client objectives change. As a solo, fee‑only independent practice with about 31 clients and roughly $6.1 million in assets under management, the firm does not accept commissions. Its combination of investment advisory services and an affiliated tax‑preparation operation (including tax‑preparer registration among its staff) is a relatively uncommon feature for firms in this category and may be relevant to clients seeking integrated tax and planning coordination.

To learn more about the advisors currently working at Northbay Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.