Taking the first step doesn’t have to be complicated, scary, or overwhelming.

What can you expect during our conversation?

We will explore some of the following topics with you:

What prompted you to reach out to us?

What are your concerns and goals?

Do you know what your options are?

What are you looking for in an advisor?

Do you know if you are on track to achieve your goals?

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Visit or Call

825 Gravenstein Hwy North, Suite 5
Sebastopol, CA 95472
Get Directions

707-829-1146 (Sebastopol)
800-696-8096 (Toll Free)

Office Information

Open Monday to Thursday from 8:00 am to 5:00 pm and Friday from 8:00 am to 4:00 pm. Closed for major holidays along with the financial markets.

When planning a visit to speak with a particular person, please call beforehand so we can coordinate our schedules. Please note that many of our team members work hybrid schedules.

If you need to drop something off after hours, please walk to the northwest side of the building (along Hwy 116), where you will find the “Drop Box” sign.

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