Financial Advisor in Walnut Creek, CA.
From our Newell Hill Place office in Walnut Creek, FFG delivers fiduciary wealth management and integrated CPA tax planning to Contra Costa County families, professionals, and business owners.
Fiduciary wealth management & integrated tax planning.
Walnut Creek is our East Bay home. Clients here get the same integrated team of advisor, CPA, and estate attorney, coordinating every financial decision in one place.
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.
- Tax-aware investment management with in-house CPAs
- Retirement transition and income planning
- Estate and legacy coordination
- Walnut Creek
- Lafayette
- Alamo
- Pleasant Hill
- Danville
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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