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 Team

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.

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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

Market Commentary | July 2019

Offense Sells Tickets; Defense Wins Championships

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.

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Client Conference Call


North Berkeley Honored by BHSDG

Kate Campbell King and Brian Kozel honored by the Berkeley High School Development Group

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. 

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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 15 - October 4, 2019

Selected work by Lara Hoke, Ned Axthelm, and Elena Zolotnitsky

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.

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Join us for the opening reception »

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