Geographical Areas Served

The firm is located in the heart of Silicon Valley. The firm can serve people who don’t live in the area, including most residents of most states.

If you want to visit, driving on the 280 freeway to our office from San Francisco and San Mateo Counties can be surprisingly easy.

Also it is convenient to come from San Jose on Highway 85 which has an exit about a mile away, or from Milpitas on Highway 237 .

We are state licensed to operate in California as a Registered Investment Advisor and the law allows us to accept five clients from out of state from each state, except for a few states like Texas. We do not solicit out of state, but do accept out of state clients.

Special Report: Hidden Risks of Non-Qualified Deferred Compensation

Donald Martin is a NAPFA-Registered Fee-Only financial planner and investment advisor.