Financial Advisors
Palo Alto, CA
Orchid Wealth Management is an independent, fee-only registered investment advisor in Palo Alto founded by Seth Swenson. They specialize in values-based investing, helping clients build custom-tailored investment portfolios aligned with their personal values and financial goals. As fiduciaries, Orchid prioritizes client interests above all else, charges transparent negotiated fees with no commissions, and offers comprehensive financial planning services including retirement income planning, wealth-building strategies, and ongoing portfolio management to help clients achieve long-term financial freedom.
Ideal for: Socially conscious investors, pre-retirees and retirees seeking comprehensive planning, high-net-worth individuals wanting fee-only fiduciary advice, investors frustrated with commission-based advisors
Service area: San Francisco Bay Area, with primary focus on Palo Alto and surrounding communities
Fee-Only, Fiduciary Model: Orchid operates as a fee-only advisor with no commissions or third-party compensation, ensuring complete alignment of interests with clients. As a registered California investment advisor and fiduciary, your interests are always prioritized above theirs.
Values-Based Investing Focus: Orchid specializes in creating custom portfolios that reflect your personal values, allowing you to invest in companies and industries aligned with your conscience while avoiding those that conflict with your beliefs.
Personalized Financial Planning: Seth Swenson offers comprehensive financial planning from initial consultation through ongoing management, helping clients identify shortcuts to build savings faster and stay disciplined during market volatility.
Address: 970 Palo Alto Ave, Palo Alto, CA 94301
Phone: (650) 334-6104
Website: orchidwealthmanagement.com
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