Hide this container before publishing!

Offices

Menlo Park, CA
Virtual

Types

Wealth Manager

Specializations

Equity Recipients
Holistic Financial Planning
Investment Planning & Management
Tax Planning
Wealth Management
Hide this container before publishing!

Brighton Jones

Brighton Jones provides Personal CFO advisory services to individuals and families. Our mission is to help clients Live a Richer Life, which goes beyond simply managing investments.

Through our integrated planning process, we take the time to deeply understand your goals and your life, allowing us to provide advice that spans your entire balance sheet and income statement—just as a chief financial officer would for a company.

Intro video

Pricing structure and overview

No items found.
Fees are subject to change. 
Contact this advisor for their most up to date fees.

Additional links

Team members

Zach Smith

Lead Advisor and Partner

CFP®

Zach Smith is a Personal CFO and advisor at Brighton Jones, where he helps individuals and families align their wealth with what matters most to them.

Related partners

30/40 Wealth Partners

Equity Recipients
Holistic Financial Planning
Investment Planning & Management
Tax Planning
Ultra High Net-worth

30/40 Wealth helps tech professionals with $1M–$15M+ in equity compensation turn stock options, RSUs, and company stock into lasting wealth. We specialize in pre-IPO planning, liquidity events, and tax-optimized strategies for managing concentrated public company stock.

Financial Advisor / Planner
Wealth Manager

Brighton Jones

Equity Recipients
Holistic Financial Planning
Investment Planning & Management
Tax Planning
Wealth Management

Brighton Jones provides Personal CFO advisory services to individuals and families. Our mission is to help clients Live a Richer Life, which goes beyond simply managing investments. Through our integrated planning process, we take the time to deeply understand your goals and your life, allowing us to provide advice that spans your entire balance sheet and income statement—just as a chief financial officer would for a company.

Wealth Manager

Farther Finance

Equity Recipients
Investment Planning & Management
Wealth Management
Ultra High Net-worth
Holistic Financial Planning

At Farther, we empower individuals, families, and business owners to reach their financial goals with modern, personalized wealth management. Our experienced advisors blend advanced technology with expert guidance to offer comprehensive planning and investment solutions tailored to you.

Financial Advisor / Planner
Wealth Manager