We're a fiduciary firm that receives no compensation from anyone other than our clients. In other words, your best interest is our only concern. Our focus is wealth management which we define as comprehensive financial planning and investment management. We believe effective financial planning requires developing personal relationships between us and our clients and having a true understanding of your financial goals and values. We cover a broad array of your financial needs because all areas of your financial life are connected. 

Mary Van Nostrand, CFP is the firm founder. Mary has been serving clients for two decades and has helped clients through every phase of financial life over this period. Before starting her own RIA firm, Mary worked for several years consulting institutional money management firms. 

If you're interested in working with us you can schedule an initial  complimentary meeting through our website or simply by giving us a call. We work with clients in-person in San Diego or virtually from anywhere in the country.

Van Nostrand Wealth Management

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