Orinda Asset Management, LLC
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 3390 Mount Diablo Blvd #250, Lafayette, CA 94549
- Phone
- (925) 253-1300
- Website
- Searching the web…
- County
- Contra Costa County
About
Based in Lafayette, Orinda Asset Management, LLC offers financial planning and consulting for individuals and families across the East Bay. We help clients take a clear, organized approach to their money, from planning for long-term goals to making thoughtful decisions about investments.
Our work starts with understanding where you are today and where you want to go, so every recommendation fits your personal circumstances. We aim to explain our reasoning in plain language, so you always know what we are doing and why.
Whether you are just beginning to plan or refining an existing strategy, we are glad to talk through your options.
Book a consultation by calling or stopping by our Lafayette office to get started.
Our work starts with understanding where you are today and where you want to go, so every recommendation fits your personal circumstances. We aim to explain our reasoning in plain language, so you always know what we are doing and why.
Whether you are just beginning to plan or refining an existing strategy, we are glad to talk through your options.
Book a consultation by calling or stopping by our Lafayette office to get started.