Financial Advisor in Petaluma, CA.
Petaluma families and North Bay business owners work with FFG for fiduciary, tax-aware wealth management, supported from our San Rafael office a short drive south.
Fiduciary wealth management & integrated tax planning.
Petaluma mixes small-business owners, commuting professionals, and retirees. We coordinate business income, investments, and taxes into one plan, whatever stage you are in.
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.
- Business-owner and self-employed tax and retirement planning
- Retirement income and Social Security timing
- Tax-aware investment management with in-house CPAs
- Petaluma
- Novato
- Sonoma
- San Rafael
- Napa
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.”