Financial Planners in Morgan Hill, CA — 5 Firms (2026)
5 financial planners in Morgan Hill, California meet our listing bar — a website plus a public review record. They average 3.74★ across 5 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Resilient Wealth Planning | Bay Area Financial Advisor at 5.0★ across 11 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Resilient Wealth Planning | Bay Area Financial Advisor
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 18181 Butterfield Blvd #170, Morgan Hill, CA 95037
2.
Ledwith Financial Wealth Management
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 55 W 1st St, Morgan Hill, CA 95037
3.
BMO Bank N.A Branches
★★★★★★★★★★3.7(9 Google reviews)✓ Verified on Google
Financial Planning · 206 Tennant Station, Morgan Hill, CA 95037
Services: advisory
4.
Bank of America Financial Center
★★★★★★★★★★2.9(16 Google reviews)✓ Verified on Google
Financial Planning · 200 Cochrane Plaza, Morgan Hill, CA 95037
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.1(27 Google reviews)✓ Verified on Google
Financial Planning · 101 Vineyard Town Ctr Wy, Morgan Hill, CA 95037
Services: advisory
Top financial planners in Morgan Hill
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Resilient Wealth Planning | Bay Area Financial Advisor | Financial Planning | 5.0 / 5 | 11 |
| 2 | Ledwith Financial Wealth Management | Financial Planning | 5.0 / 5 | 5 |
| 3 | BMO Bank N.A Branches | Financial Planning | 3.7 / 5 | 9 |
| 4 | Bank of America Financial Center | Financial Planning | 2.9 / 5 | 16 |
| 5 | Bank of America Financial Center | Financial Planning | 2.1 / 5 | 27 |
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.