Coachella Valley’s only NAPFA Registered Fee-Only Financial Planning and Investment Management firm.

We provide Financial Advice on an Hourly Basis or Percent of Assets under management.

We have a Fiduciary responsibility to our clients, and do NOT sell any products. 

No Minimum Asset Requirement.

Free Initial Consultation.

10% discount for current Desert Business Association members

Bob Machado, CFP®
Owner/Registered Investment Advisor

Michael Crick
Operations Manager

333 North Palm Canyon Drive
Palm Springs, California 92262