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Nelson Roberts Investment Advisors incorporates decades of experience and a philosophy of partnership to offer an efficient blend of wealth and asset management services for corporate executives, professionals, families, and other individuals of substantial income or assets.
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2017 Schoolhouse Rocks 5k Presented by Nelson Roberts Investment Advisors

Last May 21st over 3,000 Menlo Park and Atherton residents turned out early on a Sunday morning to walk, run and cheer in support of quality education. The event included…

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Brooks Nelson, CFA - Principal

"One of my favorite stories is about a client who called me one day to debate a financial decision. He had long dreamed of buying the house next door to the home of the president of his alma mater, and the house he had been eyeing was on the market. He called to ask if I thought he should buy it, certain I would talk him out of it. Instead, I talked him into it, and today he is thrilled to be living his dream."

Brooks Nelson, CFA - Principal

"One of my favorite stories is about a client who called me one day to debate a financial decision. He had long dreamed of buying the house next door to the home of the president of his alma mater, and the house he had been eyeing was on the market. He called to ask if I thought he should buy it, certain I would talk him out of it. Instead, I talked him into it, and today he is thrilled to be living his dream."

Brooks Nelson, CFA - Principal

"One of my favorite stories is about a client who called me one day to debate a financial decision. He had long dreamed of buying the house next door to the home of the president of his alma mater, and the house he had been eyeing was on the market. He called to ask if I thought he should buy it, certain I would talk him out of it. Instead, I talked him into it, and today he is thrilled to be living his dream."

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What you need to know for asset management in 2019

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