We take a holistic approach to financial planning.

We have the expertise to provide trusted,
proven oversight of the key aspects
of your financial life.

We take a holistic approach  to financial planning.

It’s never too late.
It’s never too early.

Whether you’re behind on planning or getting started early, we are here to partner in the process and get you moving in the right direction.

It’s never too late. </br>It’s never too early.

No question is too small.

Do I buy or lease a car? Should I
refinance? We are always available to
answer your financial questions.

No question is too small.

Our business is based
solely on client referrals.

Our “word of mouth” reputation is a testament to the level of customer service we provide.

Our business is based</br> solely on client referrals.

We establish an authentic partnership with clients.

You develop the confidence to define and attain your most important life goals.

We establish an authentic partnership with clients.

We take a holistic approach to financial planning.

We have the expertise to provide trusted,
proven oversight of the key aspects
of your financial life.

It’s never too late.
It’s never too early.

Whether you’re behind on planning or getting started early, we are here to partner in the process and get you moving in the right direction.

No question is too small.

Do I buy or lease a car? Should I
refinance? We are always available to
answer your financial questions.

Our business is based
solely on client referrals.

Our “word of mouth” reputation is a testament to the level of customer service we provide.

We establish an authentic partnership with clients.

You develop the confidence to define and attain your most important life goals.

Our Mission: We are here to help you realize and safeguard your dreams.

Your financial life is complex – whether you’re just launching a career, putting the kids through college, or planning for retirement. You may have a wealth advisor managing your investments, an accountant preparing your taxes, a lawyer looking at your estate planning needs and an insurance broker advising on insurance. But none of these individuals is in the position to understand the whole picture of your present financial condition and your future financial needs. Authent Advisors, in contrast, provides expert assistance with every aspect of your financial life.
Learn more >

Our Mission: We are here to help you realize and safeguard your dreams.

Your financial life is complex – whether you’re just launching a career, putting the kids through college, or planning for retirement. You may have a wealth advisor managing your investments, an accountant preparing your taxes, a lawyer looking at your estate planning needs and an insurance broker advising on insurance. But none of these individuals is in the position to understand the whole picture of your present financial condition and your future financial needs. Authent Advisors, in contrast, provides expert assistance with every aspect of your financial life.
Learn more >

We Bring It All Together

At Authent Advisors, we strongly believe that financial planning involves coordination of all of the pieces of your financial life. We provide a single point of contact, forging an authentic relationship with our clients that is characterized by candor, sincerity, and mutual trust. We establish a balanced partnership with clients by offering expert and objective advice in three key areas: Financial Planning, Investment Management, and Tax Preparation and Consulting. Our knowledgable and personalized service ensures that all of these components work in harmony, even through ups and downs in our global economy. All of our services are included in one annual fee – we are available to you whenever you need us, and our sole commitment is to you, our client. We’re here to help you confidently build a sound financial base and to grow your wealth for future success.

We Get to Know You

Our focus at Authent Advisors is on you and your financial well-being, which is why each client relationship begins with an in-depth review of your financial situation. This review includes your income sources and spending needs, existing assets and liabilities, insurance and tax situation, as well as estate planning. It’s a process of discovery. We are empathetic and caring: we ask questions, listen carefully, then build a financial plan and discuss our recommendations with you. If there is something keeping you up at night, we want to know! Together we’ll explore solutions to reduce your stress and concerns. No question is too small.
Partnership. Relationship. Service. We are here for you.
Learn more >

We Stay Connected to You

Change happens! That’s why we stay in touch with our clients. We keep a close eye on your financial performance, and we encourage you to meet with us at your convenience right here in Marin County, to review your progress and discuss any changing circumstances. We’re always available to talk about any financial questions you may have. For us, it is not just about numbers, charts, and graphs. It is about helping you invest with integrity, being responsive to your specific financial needs and concerns.

We Are Committed to You

We are CERTIFIED FINANCIAL PLANNERS™ with a fiduciary responsibility to act in the best interests of our clients at all times. It is our job to provide comprehensive financial and investment advice, and in doing so, always put your needs first. We do not sell financial products; nor do we take possession of anyone’s money. All client accounts are custodianed through selected reputable investment firms. We do not accept commissions or third-party fees for our recommendations.
Learn more >