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Menlo Asset Management | Decades of Independent Wealth Management |

Menlo Park, CA

Choosing a financial advisor is one of the most important decisions you will make. At Menlo Asset Management, we believe that decision should come down to trust, clarity, and alignment.

For over twenty years, that has been the foundation of everything we do.

Recognition

♦ 2026 Forbes Best-in-State Wealth Management Firm

♦ 2025 Best of the Bay Winner — Financial Advisor, Financial Planning & Investment Services

Core Services

Our Approach

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We offer a complimentary introductory meeting with no obligation, just an honest conversation about your goals and how we can help.

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*Tax, legal, mortgage and banking services are not offered by Menlo Asset Management, LPL Financial or affiliated advisors.

Check the background of this firm on FINRA's BrokerCheck.

http://brokercheck.finra.org/

Check the background of this investment professional on FINRA's BrokerCheck.

http://brokercheck.finra.org/