Personalized. Progressive.
Financial Planning
& 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

Invest in Living Article

September 2018

Invest in Living - Invest in Community

"The longer I watch the world turn, the more interesting things get, and more clarity I have about how I should be involved." Partner and senior advisor, S. Katherine Campbell, CFP® discussess how our time is valuable, and our life choices are worth determining on our own. She looks at the current trend of FIRE (Financial Independence/Retire Early) and examines her own efforts of being engaged in the community.

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More of How We Think»


Market Commentary

Thursday, October 25 | 5:30 - 7:30 p.m.

B Corp Social

Come meet and connect with fellow B Corps at North Berkeley Investment Partners! All Bs (or friends of Bs!) are welcome to attend and network at our office. We also encourage anyone interested in learning more about B Corps to join us.

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Market Commentary

Thursday, November 8 | 8 - 9:30 A.M.

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.

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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 - October 12 2018

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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Market Commentary

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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