Financial Advisors
San Francisco, CA
Monroe Wealth Management is a fee-only financial advisory firm specializing in wealth management for tech employees and business owners in the San Francisco Bay Area. With 12+ years of experience and $70+ million in assets under management, the firm is led by CFP certified financial planners who work on a fiduciary standard with no product sales or asset minimums. They help high-income clients ($250k+) with investment management, business succession planning, equity compensation strategies, tax optimization, and home purchase planning.
Ideal for: High-income tech employees, business owners, executives with equity compensation, first-time luxury home buyers, entrepreneurs planning business succession
Service area: San Francisco Bay Area, Northern California
CFP Certified & Fiduciary Standard: All advisors are CFP certified and operate under a fiduciary standard, meaning they're legally obligated to act in your best interest with no product sales or commissions.
Fee-Only Model with No Minimums: Transparent fee-only pricing with no assets under management requirement, making high-quality advisory accessible without pressure to consolidate assets.
Tech & Business Owner Specialists: Deep expertise in equity compensation, stock options, business succession planning, and tax optimization strategies tailored to tech employees and entrepreneurs.
Address: 1160 Battery St suite 100, San Francisco, CA 94111
Phone: (510) 990-1803
Website: monroewm.com
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