Litman/Gregory

Litman Gregory is a nationally recognized boutique wealth management firm based in Orinda, California, with over three decades of experience in helping clients achieve their financial goals. The firm specializes in providing comprehensive wealth planning strategies for individuals, families, and nonprofits, ensuring a focus on long-term success and financial peace of mind.

Dedicated to a client-first philosophy, Litman Gregory emphasizes transparent, advice-driven relationships and employs a highly skilled advisory team backed by in-depth investment research. By serving as a fiduciary partner, the firm supports organizations in reaching their visions while maintaining a commitment to ethical investment practices and fostering lasting relationships with clients.

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