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Strategically located
adjacent to Silicon Valley and Northern California's financial
center, Emery & Howard provides highly customized investment
counsel and money management services for individuals, corporate
fiduciaries, trusts, tax-deferred rollovers and qualified
retirement plans. As befits the entrepreneurial environment
that surrounds us, Emery & Howard has become a specialist
in meeting the often complex financial needs of highly successful
entrepreneurs, business executives and professionals. Over
the years, we have maintained a steady record of growth and
prosperity for our clients, while maintaining our small-firm
focus as it pertains to service and hands-on financial management.
Responsive, personalized service built on trust remains the
guiding principle of our work with clients.
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