Have any questions? (650) 571 8888 or info@dragonfg.com

We are excited to announce that we have joined the Mercer Advisors family as part of a recent acquisition. Their shared values and commitment to our fiduciary standard will ensure the best possible experience for our clients. Plus, the addition of Mercer Advisors central office support and increased resources will allow us to offer our clients a broader suite of services moving forward. Thanks to all who made this happen for their hard work and continued support.

Our mission is to provide excellent customer service to our clients and help them effectively take control of their finances.

As a team of professionals, we have taken the steps to ensure that the planning services you depend on will be here now as well as in the future. We work with entrepreneurs, individuals, and businesses to provide a full suite of personal and business financial planning services, including wealth management and investment strategy.

Our Team

Advisory

Our skilled advisory team provides in-depth, comprehensive financial planning and advice, assisting with the “big picture” in order to design a financial plan that is specifically tailored to individual needs. 

Investment

Our investment team is proficient in both technical and fundamental analysis. They specialize in actively managing investments, analyzing markets, and developing investment strategies based on client needs and desires.

Tax & Bookkeeping

Our professional tax and bookkeeping staff is available year-round to assist with any tax or bookkeeping concerns. Whether it’s to maintain accurate books or to obtain the biggest refund possible, our team of EAs, and CRTPs are dedicated to providing optimal service.

Client Services

Our client services team assists with new account set-up, service requests, and documentation.