Menlo Asset Management

Menlo Asset Management is a local firm dedicated to the families and professionals of Menlo Park. We provide independent, high-touch financial guidance with a focus on four core pillars: Investment Services: Objective, custom-tailored portfolio management. Retirement Planning: Precision mapping for your long-term transition. Financial Planning: Strategic growth and capital preservation. Wealth Management: Specialized RSU Strategy for tech executives and local founders. Our advisors operate independently, ensuring every recommendation is made in your best interest without the obligation to sell proprietary products. We believe quality advice starts with a deep understanding of your family and your business, creating a personalized approach where your investment portfolio fits like a glove. We take our commitment to the Menlo Park community seriously, holding ourselves accountable to the highest level of service and financial well-being. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. https://SIPC.org