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.
Bringing experience and professionalism to empower you to live the life you’ve always dreamed of, free of financial burden.
Scott Stanley is the founder of Pharos Wealth Management, a firm headquartered in Novato, CA that works passionately with individuals, families, and businesses to plan, manage and pursue their financial goals. In 2016, Scott founded the firm because he discovered a need: Sound, personalized, and unbiased advice in navigating the opaque, confusing world of financial planning. Before Pharos Wealth Management, he worked as a tenured Portfolio Manager and Wealth Advisor at a boutique wealth management firm in Marin County.
Scott offers securities through and is a Registered principal with LPL Financial, the #1 Independent Broker Dealer in the country.* He has a rich background in investment research and analysis, financial planning and modeling, portfolio management, and team management. He is a CERTIFIED FINANCIAL PLANNER™ certificant, has a Bachelor of Science in Corporate Finance, holds Series 7 and 66 licenses (registrations with LPL Financial), and is licensed as a Resident Insurance Producer (Life, Accident & Health).
When he's not working, Scott donates his time to the community. He spent years working with the Spahr Center as treasurer and a member of the board. The Spahr Center is an organization in Corte Madera, CA that serves, supports and empowers the LGBT community of Marin County. He also loves to spends time with his Chocolate Lab, Dexter on the trails of Marin.
*Based on total revenues, as reported in Financial Planning magazine, June 1996-2020. LPL Financial Member FINRA/SIPC.
Now providing napping accommodations for clients!
Close friends hanging out on a Saturday.
Dexter: The Pharos Wealth Management Supervisor
Dexter (age 10 years)
Chase and Bertie (age 4 months)