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Bakos Investment Management is a fiduciary registered investment advisory firm based in Los Altos, CA. Founded in 1998, their mission is to provide individuals and families with a better way to invest by placing their clients' best interests before their own. With over 20 years of experience, they offer investment portfolios designed to exceed expectations, utilizing a combination of enhanced index funds and satellite active money managers to consistently outperform benchmark indices. With access to low-cost institutional investment products and the best tools and services in the industry, Bakos Investment Management aims to provide exceptional financial advice and personal service at competitive prices. They do not impose any minimum account size for clients and offer a free initial consultation to help individuals gain a better understanding of their investment options. Their goal is to help clients achieve their long-term financial goals and secure a prosperous investing future.Generated from the website

Johnson Lyman Wealth Advisors, located in Los Altos, CA, is a boutique financial advisory firm dedicated to helping individuals and families achieve their financial goals. With a fiduciary commitment to clients, they prioritize personalized, concierge-level service and offer a wide range of wealth management solutions, including retirement planning, investment management, and equity compensation optimization. The firm prides itself on its team of certified financial planners, who work collaboratively with clients and their existing advisors to ensure comprehensive financial support. By employing a fee-only structure, Johnson Lyman Wealth Advisors delivers transparent, conflict-free advice tailored to each client's unique financial needs and aspirations. Generated from the website