Wealth Management

Seiler & Associates, LLC is an independent investment adviser which is registered with the California Department of Corporations. 

The principals are Personal Financial Specialists (PFS) accredited by the American Institute of Certified Public Accountants (AICPA).  The PFS designation can only be acquired by CPAs who are AICPA members (binding them to the Code of Professional Conduct), have a minimum of 1,400 hours of financial planning business experience, and in addition to continuing education have passed a comprehensive and rigorous personal financial planning exam.

The firm is also associated with the National Association of Personal Financial Advisers (NAPFA).  Membership also requires exhibited experience and continuing education.

Our mission is to provide objective investment solutions tailored to each client’s needs and preferences, using a proven asset allocation approach to investment management.  We are flexible in letting the client decide how they want to work with us to manage their wealth.

Seiler & Associates, LLC was founded in November 2000 as an independent fee-only investment adviser.  We offer an adviser relationship built on trust and integrity to serve individuals, trusts, retirement plans, partnerships, and not-for-profit organizations.  Seiler’s investment philosophy emphasizes an academically-based investment experience.

Seiler ADV - PDF

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