Welcome!   Index Financial Advisors is an independent registered investment adviser providing comprehensive financial planning, strategic investment management, and personal financial consulting services to a small group of individual clients and their families in the San Francisco Bay area.

Our comprehensive financial planning and consulting services are designed to help you achieve your long term financial goals.  We help you analyze your current financial situation, plan for your financial future, and execute your plan over time.  Our goal is to be your personal financial advisor and coach, consulting with you on all major financial decisions. 

Our investment management strategy uses a long term, index based approach.  We help you implement a personalized investment policy based on your individual goals, objectives, time horizon, and risk tolerance.   We design your portfolio with a focus on asset allocation, diversification, tax efficiency, and low costs.  And we analyze the performance of your portfolio on a quarterly basis against your custom benchmark.

Our commitment to our clients is to provide independent, objective, personalized, and confidential financial advice.  Our goal is to provide a high level of service for a very competitive fee. 

To learn more, please explore this site or contact us to schedule a phone consultation...