Mayer Moll & Associates

Financial planner in San Jose, CA (show on map)

Mayer & Associates Advisory, LLC is an independent wealth management firm in Campbell, California, providing personalized financial planning and investment management services.

Call (408) 249-8600

Navigate to Visit website

About

Mayer & Associates Advisory, LLC is an independent wealth management firm in Campbell, California, that takes a personalized approach to financial planning, focusing on helping individuals and families toward realizing their financial dreams. With over 35 years of experience, they are committed to fostering long-term client relationships.

They work with more than 100 individuals and families in both the Bay Area and across the United States, overseeing in excess of $150M in assets under management. Their solutions are tailored to address the complexities of each client's situation. The firm is committed to maintaining the highest standards of integrity and honesty and operates as a fiduciary.

Over 35 years of experience

Independent firm (objective about products and services)

Fiduciary responsibility - clients come first

$150M+ in assets under management

Serves 100+ individuals and families

Personalized approach with deep understanding of each client

High standards of integrity and honesty

Services

Financial Planning

Comprehensive financial planning with a one-on-one process that ties financial goals to what is important to clients. They work directly with other professionals to ensure every aspect of one's financial future is well cared for.

Coordinated financial planning One-on-one personalized approach Continuous review and monitoring Coordination with attorneys and accountants

Retirement Planning

Retirement planning process aimed at answering the question of whether one will have enough money for retirement, including identifying income sources, determining when to start Social Security, estimating expenses, and managing assets and risk.

Retirement income goal setting Social Security optimization Expense estimation Asset and risk management

Portfolio Management

Investment management services selecting top tier asset managers and industry leading products with a process-driven, cost-effective approach. The firm invests its own money in the opportunities they present to clients.

Top tier asset manager selection Industry leading product selection Process-driven approach Own capital investment alignment

Estate Planning

Legacy and estate planning to help preserve one's legacy, minimize taxes, preserve principal, and allocate assets according to wishes. Includes charitable giving and gifting assets to family or others.

Legacy planning Tax minimization strategies Asset allocation Charitable giving strategies Gifting assets to family

Tax Planning

Tax planning to help clients keep more of what they make by ensuring their wealth management plan operates in a tax-optimized manner, including reducing current and future tax burdens.

Tax burden reduction Tax-efficient investment vehicles Current and future tax planning

Insurance Planning

Insurance planning essential to comprehensive financial plans, protecting families from death, disability, or critical illness. Analysis of adequate coverage for lifestyle, needs and future plans.

Life insurance analysis Long-term care insurance Coordination with retirement and estate plans

Credentials & Certifications

Certified Financial Planner (CFP)

FINRA BrokerCheck verified

Frequently Asked Questions

When should I contact Mayer & Associates? +

Contact them when major life events occur - personal events (change in marital status, birth of child, death of family member, inheritance, property purchase/sale, health changes, large expenditures, or getting serious about retirement) or business events (change of job/career, purchase or sale of business).

What is their minimum engagement fee? +

$2,000 minimum initial engagement fee with a $350 hourly rate for hourly planning process. They begin with a complementary initial meeting in person or on the phone.

What is the firm's investment minimum? +

They work with more than 100 individuals and families overseeing in excess of $150M in assets under management.