Learn about the Financial Planning Process!

Northbay Advisors is a Registered Investment Advisor that provides Financial Planning, Wealth, & Investment Management Services, to individuals and businesses in Sonoma County. We are proud to offer our clients the following;

Experienced CFP Professional Credentials

Our professionalism and experience sets us apart from other financial advisory firms in Sonoma County. Our founder, Dan Peterson has been a Certified Financial Planner since 1987, and has been serving clients here in Sonoma County since 1998. Dan's strong focus on tax matters ensures your financial plans consider keeping your taxes low. 

Our Fee Only approach to Financial Planning and Investment Management is designed to assure you our advice is untainted by potential conflicts of interest that may arise from product sales. 

Registered Investment Advisor

As a Registered Investment Advisor we maintain a fiduciary responsibility to place the needs and interests of our clients first. 

We believe these if you focus on these three things you will go a long way to ensuring you are working with a competent experienced financial professional who will place your needs and interests above their own. 

Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we strive to deliver to you.

We welcome you to contact us anytime.