Financial Planners in Mill Valley, CA — 6 Firms (2026)
6 financial planners in Mill Valley, California meet our listing bar — a website plus a public review record. They average 3.98★ across 6 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Decker Retirement Planning at 5.0★ across 9 Google reviews.
Showing 6 of 6 · sorted by Google rating
1.
Decker Retirement Planning
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 2 Belvedere Pl Ste 230, Mill Valley, CA 94941
2.
Austin Creek Capital
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 131 Camino Alto Ste D2, Mill Valley, CA 94941
3.
Katy Song Financial Planning
★★★★★★★★★★5.0(5 Google reviews)
Financial Planning · 34 Meadow Dr, Mill Valley, CA 94941
4.
Redwood Credit Union
★★★★★★★★★★4.1(19 Google reviews)✓ Verified on Google
Financial Planning · 695 E Blithedale Ave, Mill Valley, CA 94941
5.
First Republic Bank
★★★★★★★★★★2.6(5 Google reviews)✓ Verified on Google
Financial Planning · 750 Redwood Highway Frontage Rd Suite 1218, Mill Valley, CA 94941
6.
Bank of America Financial Center
★★★★★★★★★★2.2(27 Google reviews)✓ Verified on Google
Financial Planning · 715 E Blithedale Ave, Mill Valley, CA 94941
Services: advisory
Top financial planners in Mill Valley
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Decker Retirement Planning | Financial Planning | 5.0 / 5 | 9 |
| 2 | Austin Creek Capital | Financial Planning | 5.0 / 5 | 7 |
| 3 | Katy Song Financial Planning | Financial Planning | 5.0 / 5 | 5 |
| 4 | Redwood Credit Union | Financial Planning | 4.1 / 5 | 19 |
| 5 | First Republic Bank | Financial Planning | 2.6 / 5 | 5 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.