Tiburon Financial Advisors, Inc.

Tiburon Financial Advisors is a boutique, state-registered advisory firm that works primarily with high-net-worth individuals and nonprofit organizations, providing integrated financial planning and investment advisory services alongside personal tax return preparation and family office support. The firm acts as a fiduciary and documents client objectives in written financial plans and investment policy statements to guide its work.

Investment decisions are built around a strategic asset allocation process with tactical tilts, a mix of passive and active managers as appropriate, and ongoing due diligence; portfolios may include publicly traded securities as well as alternative and private fund investments when suitable. The firm offers both discretionary and non-discretionary management and coordinates with clients’ tax and legal advisors as part of its planning and implementation process.

Distinctive features include the firm’s practice of publishing articles and newsletters and offering educational seminars and workshops for clients and prospects, services that are uncommon among similarly sized supported firms. The firm’s principal also maintains a significant concurrent treasury role at a university overseeing institutional investment and debt responsibilities, bringing institutional investment and fiduciary experience to a small advisory practice that also provides tax preparation and family office services.