Every investor is unique. With over 100 years of financial planning experience Acord & Fong is uniquely qualified to offer complete strategies that are designed to help you grow, protect and transfer wealth. We'll help you make wise financial decisions and partner with you to help you stay the course as you pursue your financial goals.
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While there's no map for moving through life, a holistic financial plan delivered by a trusted financial professional can help individuals and families confidently prepare for all the what if's. (View security policy)
We can help.
Since our founding, we have helped over 3,500 families pursue financial independence and retire with confidence, while also creating generational wealth for their future. We can help you too.
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Acord & Fong Wealth Strategies is a comprehensive financial planning company that services clients throughout the Northern California Bay Area. With over 90 years of financial planning experience on our planner team, we are uniquely qualified to provide our clients with clarity and solutions that meet their needs.
Our process-structured practice, allows us to focus on our client’s needs and make complex situations simple to understand. It also affords us the ability to leverage each team member’s talents. It is a privilege to serve our clients and we take that responsibility very seriously. Each member of our team is committed to the values of integrity, honesty and exceptional customer service. We believe that long-term relationships are more important than short-term gains.
