We have been providing independent financial counsel to individuals and families since 1999.  Clients throughout Silicon Valley to New York choose Adero Partners because of our Family CFO approach to their financial goals.
 
Adero is driven to:

-       Provide world class investment results
-       Be transparent and act as a fiduciary for our clients
-       Create wealth plans that work
-       Work tirelessly to do what we commit to
-       Employ intelligent, passionate professionals

Please visit our website to learn more about how we approach wealth management and meet some of our wonderful people.

Bay Area • Santa Monica • Portland 
 
DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information.

Finance

Investment Management

Adero Partners

Adero Partners' headquarters in Pleasanton, CA, United States

Samantha Rojas

Shari Reyes

The Financial Planning and Investment Team at Adero Partners designs personalized financial strategies and manages investment portfolios tailored to meet the unique goals of each client. They conduct thorough market analysis, ensure transparency and fiduciary responsibility, and work collaboratively to maximize world-class investment results while adhering to the company's commitment of delivering reliable and dedicated support.

Financial Planning and Investment Team

The Leadership Team at Adero Partners is responsible for setting the strategic direction and ensuring the overall success of the company. Comprised of the CEO, Chief Practice Officer, Chief Growth Officer, and COO, this team drives the company’s vision and mission, oversees key operations, fosters sustainable growth, and maintains the highest standards of fiduciary responsibility to clients.

Adero Partners

Org chart

Teams

Financial Planning and Investment Team

Leadership Team

Offices

Adero Partners

Org chart

Teams

Financial Planning and Investment Team

Leadership Team

Offices

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