Financial Advisor in Novato, CA.
FFG serves Novato households and North Bay professionals with fiduciary, tax-aware wealth management from our nearby San Rafael office in Marin County.
Fiduciary wealth management & integrated tax planning.
Many Novato clients are building toward or living in retirement. We turn 401(k)s, pensions, RSUs, and real estate into one coordinated, tax-efficient drawdown plan.
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.
- Retirement income and Social Security timing
- Roth conversions and required-minimum-distribution planning
- Consolidating accounts into one coordinated strategy
- Novato
- San Rafael
- Petaluma
- San Anselmo
- Ignacio
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.
Learn more“Take the guesswork and headache out of taxes and make things easy! Pairing them with your investment strategy allows you to be in a prime position every year. They really care about your success and care about you and your family’s future.”
“I hardly know where to start with this review. Honestly, I’d give Trevor and the whole team at FFG 10 stars out of five.”
“Love working with these guys. I’ve left comment here before, but now in 2024, FFG are still the people I share with my friends and family as THE people to work with. That’s the highest form of compliment that I can give.”