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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News and Events


Investing for Local Impact

Investment Discussions

Investing for Local Impact

What does investing for impact look like? Join us for a conversation with David Sand, Chief Impact Officer for Community Capital Management (CRA Fund) as we explore how fixed income investments can offer investors the ability to earmark investments to specific impact themes or geographies (even the East Bay) combining deep analysis, transparency and ongoing due diligence on the use of bond proceeds.

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Sam Wood-Bednarz

Firm News

Sam Wood-Bednarz, CFP® promoted to Lead Advisor

We are excited to announce that Sam Wood-Bednarz, CFP® has been promoted to Lead Advisor at North Berkeley Investment Partners. Sam joined North Berkeley in 2013 and has worked with clients on a broad range of planning and financial issues. Sam now works as an advisor with clients on a full range of financial topics including implementing investment strategies and creating financial plans.

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How We Think

July 2016

Market Commentary

The British are leaving! The British are leaving!

Following the referendum -- commonly referred to as ‘Brexit’ -- the global stock markets fell by roughly 5% over two dramatic days, and then recovered all of those losses as cooler heads prevailed over the next 3 days. In our view this brings two things into focus...

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