Elmwood Wealth Management

Elmwood Wealth Management is a financial planner in Berkeley, CA, serving individuals and families with comprehensive financial planning, retirement planning, college planning, investment management, tax planning, and estate planning. The firm emphasizes a collaborative approach, conducting all client meetings with a team of professionals to ensure well-rounded guidance. Services include creating customized plans for short- and long-term goals, monitoring progress, and adjusting strategies as life changes occur. The firm operates from its office at 2027 Fourth Street, Suite 203, in Berkeley, and offers no-charge consultations to explore client fit. With a 5.00 rating, the firm is recognized for its commitment to client-centered advice and ongoing support.

The firm was established in 2012 by Bob Gillooly, CFA, and Shannon Lemon, who identified a need for financial advisors to address the full spectrum of personal financial concerns beyond investment advice. The founders built the firm around the principle of holistic financial wellness, drawing on their own life experiences and years of professional work with clients. They leverage advanced technology, including client reporting, tax and financial planning software, and a secure client portal, to deliver timely, accurate, and personalized service. The team approach ensures that clients benefit from multiple perspectives and deeper insight during every interaction.

Elmwood Wealth Management is located on Fourth Street in Berkeley, within the city’s central business district. The office sits in a commercial corridor that serves the surrounding neighborhood and is part of the city’s established downtown area.

The firm is known for its well-documented online presence, with clear, accessible information about services, team members, and client engagement. Its website is structured for easy navigation and search engine readability, reflecting a strong commitment to transparency and client accessibility. This clarity supports a reputation for reliability and professionalism in financial advisory services.

As a trusted partner in financial planning, Elmwood Wealth Management helps residents of Berkeley navigate complex financial decisions with confidence, aligning long-term goals with practical, ongoing strategies.