Welcome to Ballou Plum Wealth Advisors.

We are a Lafayette, California based wealth management firm with deep roots in the San Francisco Bay Area, helping generations of families make sound financial planning decisions that address their unique challenges and goals. 

We know that wealth can come in many ways through hard work, life changes and good fortune, but it can also bring uncertainty and questions.  In todays changing environment, making sound financial decisions is intensely time-consuming and requires specialized skill and knowledge - the kind that is learned through experience.  Since 1998, Ballou Plum Wealth Advisors has offered our clients an attentive, thoughtful approach to wealth management that is personalized to their best interests.

At Ballou Plum, we view wealth as
more than an asset it is a resource to help you
achieve your vision for your life.