Founded in 2002, Nelson Roberts Investment Advisors, LLC is an independent, fee-only investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm operates as a fiduciary, meaning it is legally obligated to act in its clients' best interests. They specialize in providing comprehensive wealth management, which includes personalized financial planning and discretionary investment management for individuals, families, and institutions. Their mission is to offer objective, conflict-free advice to help clients achieve their financial goals.

Founded in

United States