Libra Wealth LLC

Libra Wealth is an independent, fee-only financial advisory firm based in San Francisco, but serving clients around the country. We integrate life planning into the financial planning process to provide thoughtful advice as well as a sound financial framework to make life choices in a more meaningful and holistic way. Our investment strategies are rooted in discipline, with a focus on tax efficiency, reducing costs, and managing risk.

We have the expertise: As a CPA’s, CFP’s, & Registered Life Planners we’ve dedicated ourselves to helping clients like you achieve financial wealth and peace of mind. Learn how almost every facet of your life can be more rewarding at the same time as your nest egg is growing.

We’re independent: As an independent firm and fiduciary, we work for our clients — not for a brokerage firm, bank, or insurance company.

We’re passionate: The true purpose of financial planning is helping you live your best life in a balanced, thoughtful way, using the resources you have.

If you haven't noticed already, we're different than most traditional financial services firms, and proud of it. Starting with our first conversation, we carefully craft an experience that will add clarity, confidence, and flexibility to your financial and other life decisions. 

Visit our website to learn more about our services and schedule a 30-minute introductory call. 

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Advisors at this Office

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This Office

388 Market Street, Ste. 1300 San Francisco, CA 94111-5316 Phone: (415) 997-0750

Primary Office

388 Market Street, Ste. 1300 San Francisco, CA 94111-5316 Phone: (415) 997-0750

Other Offices

644 N. Santa Cruz Ave., Ste. 8 Los Gatos, CA 95030-4342 Phone: (800) 347-1340
125 Mission Street, Ste. 3 Santa Cruz, CA 95060-3529 Phone: (831) 420-1340