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.

unified

disciplined

data driven

tax-sensitive

intelligent

tailored

independent

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 and unbiased in our philosophy and approach to investment management, and to aligning our interests with yours.

Request A Strategic Plan.

If you are interested in receiving a complimentary Strategic Plan, simply fill out the required fields in the form below, submit them, and then a principal from B|O|S will get back to you shortly.

Jennifer Ellison, CFA

principal

B|O|S Recognition

B|O|S  is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.

SUBSCRIBE TO OUR NEWSLETTER

Get B|O|S Perspectives
in Your Inbox