Elderberry Capital
Business details
- Category
- Financial Services · Financial advisor, Financial planner
- Address
- 280 2nd St Ste 240, Los Altos, CA 94022
- Phone
- (650) 446-6323
- Website
- elderberrycapital.com
- County
- Santa Clara County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
At Elderberry Capital, we help families and individuals across Los Altos and Santa Clara County plan with confidence, bringing clarity to decisions about money at every stage of life. We take an engaging, personal approach to understanding your financial health, looking closely at your strengths and gaps before building a plan around your goals.
Our planning considers your unique needs, including those of family members who depend on you, so that both your present and your future are covered. Many clients tell us that working with us has eased their financial worries, and we are proud of the long-term relationships we have built, from first conversations to retirement.
We offer financial advisory and planning services with an individualized approach to money management, and our team is here to guide you through important monetary decisions as your circumstances change.
Book a consultation through our booking page to get started.
Our planning considers your unique needs, including those of family members who depend on you, so that both your present and your future are covered. Many clients tell us that working with us has eased their financial worries, and we are proud of the long-term relationships we have built, from first conversations to retirement.
We offer financial advisory and planning services with an individualized approach to money management, and our team is here to guide you through important monetary decisions as your circumstances change.
Book a consultation through our booking page to get started.