Tamalpais Asset Management

Bradley Stephens is a financial advisor at Tamalpais Asset Management with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Nationwide Investment Services Corporation and Calamar Financial Group. At Tamalpais, he serves as a Retirement Plan Consultant, assisting small and mid-sized businesses with retirement plans and providing wealth management services to individuals. Tamalpais Asset Management is a team-based SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, and qualified retirement plan sponsors. The firm emphasizes passive investing with DFA mutual funds and ETFs, incorporates modern portfolio theory and quantitative analysis, and offers customized portfolio management with regular monitoring and reporting.

Michael Bristow is a financial advisor at Tamalpais Asset Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Emerson Equity LLC and Calamar Financial Group. Bristow is a managing partner at Tamalpais Asset Management, where he oversees day-to-day operations, client communication, financial education, and account management. Tamalpais Asset Management is a team-based SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, retirement plan sponsors, and business entities. The firm emphasizes passive investing primarily through DFA mutual funds and ETFs, incorporates modern portfolio theory and quantitative analysis, and tailors portfolios to client goals with regular monitoring and reporting.

Wayne Best is a financial advisor at Tamalpais Asset Management with 24 years of industry experience. He holds a Series 66 designation and has worked at Marin Wealth Advisors, LaSalle St. Investment Advisors, and other firms before joining Tamalpais. He is also the owner of Align Financial Services, which is compensated based on assets under management at Tamalpais. Tamalpais Asset Management is a team-based, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm emphasizes passive investing through DFA mutual funds and ETFs within a process informed by modern portfolio theory, while also employing longer-term trading and tailored portfolio management.

Lincoln Wells is a financial advisor at Tamalpais Asset Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mount Tamalpais Asset Management, LLC since 2021. Outside of his advisory role, he has been involved with POA Trader since 2012. Tamalpais Asset Management is an SEC-registered, team-based firm serving individuals, high-net-worth clients, trusts, endowments, retirement plan sponsors, and business entities. The firm emphasizes passive investing using DFA mutual funds and ETFs within a framework informed by modern portfolio theory, while also employing longer-term trading and active strategies such as options and margin when appropriate.