Mindful Money Financial Counsel, LLC is a Registered Investment Adviser (RIA) based in Santa Cruz, California. Operating as a fee-only fiduciary, the firm is legally and ethically bound to act in its clients' best interests. They specialize in providing comprehensive financial planning, investment management, and financial counseling services, with a distinct focus on helping clients integrate their personal values and goals into their financial decisions. The firm's approach is designed to provide clarity and confidence to individuals and families navigating their financial lives.

Founded in

United States