Clarity Wealth Advisors

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

Ticonderoga Capital, based in Menlo Park, CA, specializes in providing capital to healthcare software and tech-enabled business services firms. The company supports the growth and development of these industries through its investment strategies and financial backing. Generated from their available business information

We (Lorne Abramson and Elana Lieberman) founded ELM Advisors in 2005. But the venture took root five years earlier at Smith Barney, where we formed ELM Group along with Elana's father, Mark (the "M" in ELM).We have over 30 years of experience in portfolio management, securities analysis and financial planning, for both institutions and private clients. During that time, we've navigated portfolios through extreme markets and uncertain economic environments, never losing sight of the bigger picture.The other thing you should know is that we are married and have two young children, Alec and Molly. As a family team, we remain closely attuned to our clients' financial objectives, which typically revolve around their own families.