CA · Larkspur

Fiduciary advisors in Larkspur, CA

1 advisor with offices in Larkspur. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Larkspur

Financial Connections Group, Inc.

Fiduciary

Larkspur, California

CFP

Fee-Only

Financial Connections Group, a fee-only advisory firm in Larkspur, California, provides financial planning and investment management services. The firm is staffed by CFP professionals including Brian Pon (EA), Jill Hollander (MBA), Jenny Coffey Smith (MSAPM), and Kim Wohler (RSSA), with expertise spanning retirement planning, tax planning, and work with unmarried couples and small-business retirement plans. Operating as a fiduciary, the team became part of Apella Wealth in 2026 while maintaining Bay Area operations.

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Financial advisors in Larkspur, California

Advisors serving Larkspur specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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