A leading Bay Area wealth management firm with a national reputation, we are experts at seeing the complete picture – of our clients, their financial lives, and the complex world of investing – in order to help them confidently invest and plan for the future.
Bingham, Osborn & Scarborough, LLC ("BOS") and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. ("Schwab"). Schwab does not prepare, verify or endorse information distributed by BOS. The Best-In-Business IMPACT Award(tm), part of Schwab's IMPACT Awards(r) program, is not an endorsement, testimonial endorsement, recommendation or referral to BOS with respect to its investment advisory or other services. To be eligible for an IMPACT Award, one of the requirements is that an advisor firm must use Schwab to custody client assets; such clients pay fees to Schwab and BOS for certain services. IMPACT Award recipients are determined by an independent panel of judges selected by Schwab, and are evaluated in the areas of business planning, technology strategy, practice management and employee development, and client loyalty.