Bordeaux Wealth Advisors, LLC.

Contact: David Murdock

1550 El Camino Real
Suite 290
Menlo Park
United States

Tel: 650-289-1109

About Bordeaux Wealth Advisors, LLC.


Bordeaux Wealth Advisors, LLC (BWA) is a premier wealth advisory firm that provides objective, independent and comprehensive financial counseling and investment advice to a sophisticated clientele of high net worth individuals and families.

Our firm advises on approximately $2 billion of client assets and has offices in Menlo Park, CA.  As a fee-only wealth advisory firm, BWA’s revenue is derived exclusively from client fees, and neither sells products nor receives commissions.  The firm is wholly owned by its senior partners.

BWA’s culture is centered on integrity, intellectual rigor, curiosity, strong service ethics, and a client focus. We are a proudly independent firm and believe deeply in putting our client’s interests first.

1 job with Bordeaux Wealth Advisors, LLC.

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  • Wealth Advisor

    • Menlo Park, California
    • Competitive Salary, bonus plus benefits
    • Bordeaux Wealth Advisors, LLC.

    The Wealth Advisor is responsible for delivering exceptional advice and holistic service to assigned clients of BWA