Financial Advisor in Lafayette, CA.
Lafayette families partner with FFG for evidence-based investing and coordinated tax and estate planning, supported from our nearby Walnut Creek office.
Fiduciary wealth management & integrated tax planning.
Lafayette clients often juggle peak earning years with college and aging parents. We build a plan that balances saving, taxes, and the people who depend on you.
As a fee-only fiduciary, FFG earns no commissions and is obligated to put your interests first, pairing evidence-based investment management with CPA-led tax planning, estate planning, and financial planning in one coordinated relationship.
- Cash-flow planning through peak earning years
- College funding and education strategy
- Tax-efficient investing and retirement saving
- Lafayette
- Walnut Creek
- Orinda
- Moraga
One team for investments, taxes & your whole plan.
Investment Management
Maximize the probability of achieving all that is important to you through evidence-based investing tailored to your unique goals, never cookie-cutter, always custom.
Learn moreTax Planning & Preparation
A tax-focused wealth management approach to help you keep more of what you’ve earned.
Learn moreLegacy & Estate Planning
Create a life of significance for you, the people you love, and the causes you care about.
Learn moreFinancial Planning
Effective cash flow planning and financial optimization help you make the most of your money. Our planning process includes ongoing stress testing and scenario analysis to keep your strategy aligned, even as life changes.
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