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.
Our team is invested in your long term success. Every client works with a dedicated set of advisors that is supported by a talented group of individuals in leadership and operations.
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.
Today’s economy has been sending signals that it is in its final innings. The stock market goes up and down in price trying to discern the direction of the game – now surging forward with a tax cut or solid economic data, now pulling back due to the prolonged trade war or slowing corporate earnings.
Stop by our office gallery on Saturday, July 20 between 4 and 7 p.m. See our latest exhibit, "Glimpse" featuring the work of local artists Lara Hoke, Ned Axthelm, and Elena Zolotnitsky. Continue your journey and stroll the Avenue to discover great art, eat tasty bites, and hear live music. Over 25 businesses up and down Solano Avenue in Berkeley and Albany.
Help us celebrate the art of Lara Hoke, Ned Axthelm, and Elena Zolotnitsky with an the evening of great art, good conversation, and delicious food and wine. There will be a casual conversation with the artists and our founding partner, Kate Campbell King CFP®.
On behalf of North Berkeley Investment Partners, Kate Campbell King and Brian Kozel were presented with an award in recognition to our firm’s ongoing commitment to our community and in particular, the work we are committed to in support of Berkeley High School.
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.
There are moments of recognition that spark something within us. We see ourselves in others as we glimpse these fleeting moments. The paintings of Lara Hoke, Ned Axthelm, and Elena Zolotnitsky allow us to explore human connection through shared encounter and observation.