Northbay Advisors is a Registered Investment Advisor that provides Financial Planning, Wealth, & Investment Management Services, and Income Tax Preparation Services, to individuals and businesses in Sonoma County.
We believe our professionalism and experience sets us apart from other financial advisory firms in Sonoma County. Our founder, Dan Peterson has been a Certified Financial Planner since 1987, and has been serving clients here in Sonoma County since 1998.
To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.
Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.
Our high service quality and "raving fan" clients are the result of our commitment to excellence.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
