FAIRLEAD FINANCIAL ADVISORS

Fairlead Financial Advisors, LLC is a Marin County investment management and financial planning firm that provides a comprehensive wealth management solution to its clients. Investment portfolios are managed on a fee-only basis utilizing Charles Schwab as a custodian. Clients deal directly with the principal, John Vreeland, a Certified Financial Planner(TM)... Our mission is to help our clients accomplish their objectives by providing institutional-quality investment management and financial planning services. We take the time to truly understand each client's financial needs before building their personalized investment portfolios.

Also known as: Fairlead, Fairlead Financial Advisors, LLC

Primary location: Larkspur United States