Finances can be complicated. Especially when you’re juggling the advice of multiple professionals across several firms. Having a CPA in one office and a CFP® professional in another can leave you feeling frustrated — and for good reason. You shouldn't have to play the role of mediator between financial professionals, but sometimes it can feel like your only option.
On a mission to demystify finance, eliminate time-based fees, and provide truly integrated financial services — Eckhoff and Company & Eckhoff Wealth Management offer a comprehensive tax, advisory and financial planning experience to clients throughout the San Francisco Bay Area.
Our team of licensed, highly credentialed professionals are committed to a team-based approach that puts your needs front-and-center. We offer so much more than custom strategies and fiduciary service. We deliver integrated communication and seamless collaboration across multiple facets of your financial life — all under one roof.
Visit our other offices located at:
Petaluma Office
775 Baywood Drive Suite 324
Petaluma, CA 94954
Phone: (707) 347-5270
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
San Francisco Office
225 Bush Street Suite 480
San Francisco, CA 94104
Phone: (415) 398-4251
Fax: (415) 982-1418
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
