We understand your business
and your planning needs.
For over 30 years, Bay Area lawyers have turned to Bingham, Osborn & Scarborough for sophisticated, conflict-free financial planning and investment advice. Co-founded in 1985 by a former practicing attorney, the firm has gained expertise in working with successful attorneys at many of the top Bay Area law firms.
Planning and Enjoying Every Life Stage
reflects our understanding of the important financial and planning issues you face as an attorney at different points in your career. We match that awareness with an analytical and disciplined approach to help you grow and guard your assets.
We serve as fiduciaries, just like you.
We sell no proprietary products and have no conflicts of interest. We both know how invaluable that is to serving clients appropriately.
At B|O|S, our single objective is to be on the same side of the bench as you are. As your fiduciary, we look to understand your complete financial picture and work in your best interests to seek positive results.
As an attorney, you have your own set of challenges and opportunities as you chart your financial future from associate to partner and from the partnership to retirement. At B|O|S, we try to plan realistically for both and develop a roadmap to help you navigate the stages of your life. We focus on providing straightforward, jargon-free advice that is well explained so that you are well informed.
We get things done.
We recognize that your career is demanding and your time limited. Once we develop a plan, we follow through to ensure that things get done. We hold ourselves accountable to moving the ball forward, providing timely and thoughtful advice. Ultimately, it’s our job to help you achieve your financial goals.