What does a financial advisor in Mill Valley help with?

A financial advisor helps coordinate your investments, retirement planning, taxes, equity compensation, business finances, and estate planning. The right approach depends on your income, assets, goals, and where you are in your career.

Do you work with self-employed professionals in Mill Valley?

Yes. We work with business owners, consultants, and other self-employed professionals whose income varies. That includes retirement accounts, tax planning, cash flow, and planning for the eventual sale of a business.

Can you help with stock options and equity compensation?

Yes. We help with decisions about when to exercise, how taxes factor in, and how company stock fits into the rest of your financial plan.

Do you work with clients who already have a financial plan?

Absolutely. Sometimes you don't need to start over. We can provide a second opinion, identify gaps or opportunities, and help coordinate a plan you’ve already put together.

Are you a fee-only, fiduciary financial advisor?

Yes. We’re paid directly through the fees we agree on with our clients, we earn no commissions, and we’re legally obligated to act in your best interest.

Where is your financial planning office located?

Located in Corte Madera, we’re roughly ten minutes from downtown Mill Valley. Since we also conduct meetings virtually, you are welcome to work with us from any location that suits you best. Our client base spans across the entire country, extending well beyond Corte Madera.

Financial Planning in
Mill Valley, Built Around Your Life

Financial planning should feel personal. As a fee-only, fiduciary firm, we build every plan around your goals, with the attentive, concierge-level service you’d expect from a boutique firm. Whether you’re approaching retirement, running a business, or planning for the next generation, you’ll know where you stand and what comes next.

Wealth Management in Mill Valley for Life’s Biggest Decisions

Retirement income. A business sale. Stock options that finally vested. Helping your kids get started. These decisions carry real consequences, and it’s natural to want to feel certain before you make them. You’ve built something meaningful and want to know you’re on track, that the pieces fit together, and that someone with no agenda is looking out for you.

Schedule An Intro Call

Holzberg Wealth Management is a father-son firm based in Corte Madera, serving Mill Valley and clients across the country. Four decades of experience and a next-generation approach stand behind every plan we build, so you can make your biggest decisions with the full picture in view.

How We Help Mill Valley Clients

One integrated plan, shaped around where you are in life.

APPROACHING RETIREMENT & RETIRED

Turn decades of savings into reliable income. We coordinate Social Security, withdrawals, taxes, and healthcare costs into one integrated strategy, then review it with you periodically so you stay on track.

BUSINESS OWNERS & ENTREPRENEURS

Your business and your personal finances are closely connected. We help with retirement accounts for owners, tax planning for variable income, and what a future sale could mean for the rest of your plan.

FAMILIES & YOUNG PROFESSIONALS

From equity compensation and education funding to passing wealth on to the next generation, we help families plan across every stage and bring the next generation into the conversation.

Explore Who We Serve

Why Clients Choose
Holzberg Wealth Management

Advice with no agenda, direct access to the principals, and a plan that keeps working for you.

Advice With No Agenda

We’re fee-only fiduciaries. You pay us directly, and that is the only way we’re paid: no commissions, no referral fees, no products to sell. Every recommendation answers one question: what is right for you?

One Integrated Plan

Investments, tax planning, retirement income, estate planning, and insurance are coordinated in one strategy, so a decision in one area never quietly works against another. We see how the pieces connect before they cost you.

Direct Access to the Principals

You work with the principals of the firm from your first conversation through every review. You receive attentive, concierge-level service, supported by best-in-class research and technology that make everything from onboarding to ongoing reviews effortless.

Investing Grounded in Research

Our portfolios draw on Nobel Prize-winning research: low-cost, diversified, and tax-efficient, with disciplined rebalancing and a retirement withdrawal strategy designed to adapt as markets and your life change.

Two Generations on Your Side

Four decades of experience through every kind of market, alongside a next generation that brings a modern approach. As a family firm, we’re built to serve you for the long haul.

A Plan That Keeps Working

We run proactive tax planning, stress-test your plan against different scenarios, and review it with you periodically so small issues get caught early. Your plan evolves as your life does.

Explore Our Services

A Clear Path Forward

1.

Start With an Intro Call

We talk through your situation, your goals, and whether our fee-only, fiduciary approach fits how you want to work with an advisor. No pressure and no obligation. Book an intro call here.

2.

We Build Your Plan Together

We take a comprehensive look at your finances and develop a coordinated strategy around your goals.

3.

Your Plan Evolves

We review your plan periodically and adjust as your circumstances evolve.

Learn More About How It Works

FAQs

Let’s Talk About What’s Next.

Decisions made in isolation can quietly work against each other. A coordinated plan lets you know where you stand and focus on enjoying the life you’ve built. The first step is a conversation.