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.

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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.

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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.

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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...

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Events

Events

Saturday, August 25 | 10 a.m.- 5 p.m.

Chocolate and Chalk Festival

We're proud to be one of the sponsors for this year's Chocolate and Chalk Festival on Saturday, August 25. This is a great event on Shattuck in the Gourmet Ghetto featuring lots of chocolate treats, amazing sidewalk chalk art, live music, and interesting vendors. Come visit us at our booth.

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Market Commentary

Thursday, September 13 | 5:30 - 7 p.m.

Developing Your Personal Legacy

In addition to a well-crafted estate plan for your financial assets, it is important to be intentional about the personal history, vision, and values you want to pass along to those you love both during your lifetime and after you are gone.

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.

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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.

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