Osborne Partners Capital Management, LLC

Business details

Category
Financial Services · Financial planner, Investment service
Address
545 Middlefield Rd Ste 165, Menlo Park, CA 94025
Phone
(650) 854-5100
Website
osbornepartners.com
County
San Mateo County

Hours

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Clear planning, thoughtful investing, and steady guidance: that's what we offer at Osborne Partners Capital Management, LLC. We are a financial planning and investment management firm based in Menlo Park, serving individuals and families across the Peninsula and San Mateo County.

Our work centers on building personalized financial plans and managing investment portfolios aligned with each client's goals, timeline and comfort with risk. We take a long-term view, helping clients make informed decisions as their circumstances change.

We are glad to answer your questions and talk through where you are today.

To learn more, visit our website or stop by our Menlo Park office.