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.
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DR
Decker Retirement Planning✓ Verified
Financial PlanningMill Valley, CA
Financial Planning in Mill Valley, California offering financial planning. Rated 5.0★ across 9 Google reviews.
AC
Austin Creek Capital✓ Verified
Financial PlanningMill Valley, CA
Financial Planning in Mill Valley, California offering financial planning. Rated 5.0★ across 7 Google reviews.
KS
Financial PlanningMill Valley, CA
Financial Planning in Mill Valley, California offering financial planning. Rated 5.0★ across 5 Google reviews.
RC
Redwood Credit Union✓ Verified
Financial PlanningMill Valley, CA
Financial Planning in Mill Valley, California offering financial planning. Rated 4.1★ across 19 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningMill Valley, CA
Financial Planning in Mill Valley, California offering financial planning. Rated 2.6★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningMill Valley, CA
Financial Planning in Mill Valley, California offering financial planning, and advisory. Rated 2.2★ across 27 Google reviews.
Top financial planners in Mill Valley
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Decker Retirement Planning✓ | Financial Planning | ★ 5.0 | 9 |
| 2 | Austin Creek Capital✓ | Financial Planning | ★ 5.0 | 7 |
| 3 | Katy Song Financial Planning | Financial Planning | ★ 5.0 | 5 |
| 4 | Redwood Credit Union✓ | Financial Planning | ★ 4.1 | 19 |
| 5 | First Republic Bank✓ | Financial Planning | ★ 2.6 | 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.