About Us

Who are we? 

We are LPL financial advisors in Novato, Marin County and the San Francisco Bay Area. Thanks to technology, we aren't bound to Northern California - we also work with clients all over the country.  We provide services ranging from financial planning to investment management to retirement planning. To see a list of all of our services, check out our services page

Pharos Wealth Management is a  financial management firm with a fiduciary focus founded on principals that are solely focused on helping you pursue your financial goals.  The term “Pharos” describes a guiding light. The firm was formed because of a realization that real people need practical help to navigate the seemingly confusing, opaque world of investment. Pharos is your guiding light.

Our passion for the world of financial management is directly channeled into helping individuals just like you.  With a focus on transparency and trust, Pharos helps affluent families and individuals, members of the LGBTQ community, and other high-net-worth clients.  Click here to learn more about who we serve.  It's our prerogative to help those that need and want our help in dreaming, planning, and pursuing their financial goals.

Our Mission

Bringing experience and professionalism to empower you to live the life you’ve always dreamed of, free of financial burden. 


And now, a day in the life at the Pharos office...

Our Values

Now providing napping accommodations for clients!

Our Process

Close friends hanging out on a Saturday.

Our History

Dexter: The Pharos Wealth Management Supervisor

And now, the dogs of Pharos...

Dexter (age 10 years)

Chase and Bertie (age 4 months)