Bordeaux Wealth Advisors

Independent fee-only wealth management and investment advisory firm.

Leadership:
Thomas Myers
Industry:
Financial Services
Location:
Menlo ParkCA 
Founded:
2017
Employees:
8

Other Inc. Honors

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What is this?

Bordeaux Wealth Advisors is an independent fee-only wealth management and investment advisory firm. We provide highly customized comprehensive financial planning and investment strategies for our clients. Our team, led by Managing Partners -- Tom Myers and Dave Murdock, brings decades of experience, knowledge and resources to act as personal CFOs for high net worth individuals and families, including investment portfolio construction, income tax/cash flow planning, estate/wealth transfer planning, insurance/risk management, education, retirement planning, and philanthropic gifting strategies. We feel privileged to be the stewards of our clients’ finances, helping them achieve their goals while leaving a lasting legacy.

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