Marin Wealth Advisors LLC

Marin Wealth Advisors LLC is a wealth management firm in San Rafael, CA. The firm provides personalized financial solutions for individuals and families, including early career professionals, empty nesters, and current retirees. Specialized services include financial planning, investment management, stock compensation guidance for ISO, NQSO, ESPP, and RSU, and the management of retirement assets for University of California employees through an agreement with Fidelity. The firm also offers sustainable portfolios designed to produce less carbon than typical portfolios. They maintain a 4.50 rating.

Led by Principal and Founder Robert Hunter, the firm operates as a fiduciary, prioritizing transparency and trust in every client relationship. Their approach focuses on attentive service and clear communication regarding market trends and progress toward financial goals. The team works to understand unique client values to craft strategies for preserving generational wealth and achieving long-term objectives.

The office is located on Civic Center Dr, situated near the Marin Civic Center and a short distance from the Redwood Highway and the Terra Linda Bus Pad.

Marin Wealth Advisors LLC is known for its commitment to integrity and its specialized expertise in navigating complex financial landscapes. The firm stands as a dedicated partner for those seeking to secure a prosperous and well-planned future in San Rafael.