Northbay Advisors is a fee-only Registered Investment Advisor based in Rohnert Park, California, serving individuals and businesses in Sonoma County. The firm provides objective financial planning and investment management, with an emphasis on fiduciary responsibility and advice designed to put clients’ interests first. Its services include comprehensive financial planning, portfolio management, wealth management, and tax preparation, alongside guidance on tax strategies for individuals and business owners, life events, and investment decisions.

Dan Peterson is a Certified Financial Planner professional and has held the CFP credential since 1987. Northbay Advisors highlights its fee-only approach as a way to avoid advice influenced by commissions on financial products. Clients can access a secure, password-protected portal for financial planning and investment performance information. The firm also offers newsletters, financial guides, articles, and frequently asked questions to help clients explore financial topics and strategies. Located at 6010 Commerce Boulevard, Suite 142, in Rohnert Park, Northbay Advisors invites prospective clients to learn about its services and schedule an appointment.