Complete Financial Planning
& Values-driven Investment Management

Our Expertise

We provide comprehensive financial planning and investment management services that help you align your personal values and goals with your financial decisions. We are your guide and support system for a balanced financial life and lasting legacy.

Financial Planning »
Investment Management »

Our Advisors

Our Advisors are invested in your long term success. We work as a team behind the scenes, so even as each of us is uniquely partnered with specific clients, our individual areas of expertise are available to every client's particular situation.

Meet Our Advisors »

About Our Firm

Since 2005 we’ve helped our clients protect and grow their assets and accomplish their goals. That’s because we’ve emphasized personal relationships, with a deep commitment to sustainability and socially responsible communities that sets us apart from other advisory firms.

Our Story »

How We Think

Market Commentary

July 2018

The Drums of Trade War, Redux

We wrote about trade war rhetoric back in April, and how the mere specter of it had rekindled recently dormant market volatility. Nearly three months later, these tensions have proved quite real and continue to dominate headlines. Market price volatility continues apace as well, affected by concerns not only about trade, but also rising interest rates and energy prices...

Read Commentary »
More Commentaries »



Events

Market Commentary

Wednesday, August 8 | 8 - 9:30 a.m.

East Bay Professional
Networking Breakfast

We’re hosting a fun and experienced group of real estate agents, attorneys, tax preparers, financial advisors, and other affiliated professionals at our offices in Berkeley. This is a great opportunity to build your professional network and learn where our businesses and referrals might overlap.  

Learn More | Register

Market Commentary

Monday, August 20 | 5:30 - 7 p.m.

Personal Legacy Seminar

The practical and financial elements of transferring wealth are undeniably important. However, they do not solely reflect the richness of your life. Along with financial assets, it is important to think about the personal history, vision, and values you want to pass along to those you love. Join us for a seminar on how best to preserve your voice over time.

Learn More | Register



News

Best for Workers Honoree

North Berkeley Investment Partners Honored as Best For Workers, Creating Most Positive Impact for Employees

North Berkeley is recognized for creating the most positive impact for their workers based on an independent, comprehensive assessment administered by the nonprofit B Lab. We're proud to be an honoree again this year.

Read the Article »

 

Art at North Berkeley

Art at North Berkeley

July 16- September 29 2018

Reclamation
work in glass, wood, and denim
by Wilma Wyss, Lutz Hornischer
& Shelley Gardner

We live in a material world. Glass, wood, and fabric are the base materials for the buildings we inhabit, the wares we use, and the clothes we wear. What happens when these ubiquitous items are worn and have lost their use? They are discarded, left to disintegrate. For Wilma Wyss, Lutz Hornischer, and Shelley Gardner these cast-offs are their medium and their inspiration. They reclaim the discarded and transform it into something new and extraordinary.

Join us for the Opening Reception on Thursday, July 26 from 5:30 - 8 p.m.

More Information »



Join our Mailing List




Enter your email address to receive our finanical market commentaries, news and event notifications.