Parkside Advisors LLC

Parkside Advisors LLC is a full-service investment advisor with offices in Berkeley and San Francisco, California, managing over $500 million of client assets. The firm offers fee-only financial planning, investment management and tax planning as integrated services to its clients on an ongoing basis. We do not perform tax and financial consulting solely on an hourly or project basis, but rather strive to maintain ongoing and lasting relationships with our clients. Parkside Advisors’ managing principals have over 50 years of combined experience in investment management, financial planning, tax strategy and corporate finance.

Parkside works closely with a variety of high net worth clients, including business owners; entrepreneurs; employees with stock option planning needs; medical and other service professionals; couples and individuals nearing retirement; artists and entertainment professionals; and individuals experiencing significant personal change, such as divorce or generational inheritance.

These clients share a need for a financial advisor with professional insight and experience, performing as their trusted fiduciary. Parkside's integrated offering of financial planning, investment management, and tax planning is tailored to each client's goals. The approach, emphasizing tax strategy along with expense minimization through our investment strategy, makes for a prudent and efficient path to long-term, compounded asset growth. We typically work with clients with minimum investment assets of $2.0 million or more, although we begin working with some clients at lower asset levels - for example, when assets include private company equity and options, private partnerships, or other investments prior to a liquidity event. 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Advisors at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

37 Graham St Ste 218 San Francisco, CA 94129-1724 Phone: (510) 883-1350

Primary Office

2040 Bancroft Way Ste 300 Berkeley, CA 94704-1498 Phone: (510) 883-1350

Other Offices

37 Graham St Ste 218 San Francisco, CA 94129-1724 Phone: (510) 883-1350