Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor - Palo Alto, California
Address: 970 Palo Alto Ave, Palo Alto, CA 94301, United States.
Phone: 6503346104.
Website: orchidwealthmanagement.com.
Specialties: Financial planner.
Other points of interest: Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
Location of Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor
Orchid Wealth Management is a registered investment advisor that specializes in providing fee-only and fiduciary financial advisory services. Located at 970 Palo Alto Ave, Palo Alto, CA 94301, United States, this company is dedicated to helping individuals and families achieve their financial goals.
One of the key features of Orchid Wealth Management is their status as a fee-only financial advisor. This means that they do not receive any commissions or kickbacks from the sale of financial products, ensuring that their advice is always in the best interest of their clients. Additionally, as a registered investment advisor, Orchid Wealth Management is held to a fiduciary standard, meaning that they are legally obligated to act in the best interest of their clients at all times.
The specialty of Orchid Wealth Management is financial planning. They offer a wide range of services, including retirement planning, investment management, tax planning, and estate planning. Their team of experienced financial advisors works closely with clients to understand their unique financial situations and develop customized plans to help them achieve their goals.
Orchid Wealth Management is also committed to providing a welcoming and inclusive environment for all clients. They have a wheelchair-accessible car park and entrance, and they are LGBTQ+ friendly. They recommend making appointments in advance, and they offer the convenience of online appointments.
According to Google My Business, Orchid Wealth Management has received one review with an average rating of 5/5. This is a testament to the high-quality service and advice provided by the team at Orchid Wealth Management.
Reviews of Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor
