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OUR SERVICES

Customized Financial Planning

At Bingham, Osborn & Scarborough, one core value drives us above all others: Doing what is best for you, the client. Our financial planners have worked with clients throughout the San Francisco Bay Area to create custom financial plans for over 30 years. Whether you are an individual, a trust, an institution or endowment, we maintain the highest standard of fiduciary responsibility in servicing you.

This drives us to seek the best possible course of action for you, not just a suitable one. That is our passion, and it pervades every aspect of our relationship with you, from exploring and understanding the complete picture of your goals and circumstances, to developing your customized financial plan and broadly diversified portfolio, to providing you with highly personalized service and support over time.

This is a commitment that we have made for over 30 years, and it is reflected in our dedication to clarity and disclosure in our communications, to remaining objective in our philosophy and approach to investment management, and to aligning our interests with yours.

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Talk to an Expert

Aaron Waxman, CPA, CFP®, Principal

B|O|S Services

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Speak with Aaron Waxman, CPA, CFP®, Principal, whose expertise includes comprehensive investment and planning advice to multigenerational families, business executives, and entrepreneurs.