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September 23, 2021

Bordeaux Wealth Advisors

Myers

Bordeaux Wealth Advisors, a boutique investment advisory and wealth management firm with offices in Silicon Valley and Seattle, announced that CEO Tom Myers has again made Barron's list of Top 100 Independent Advisors. Myers has 35 years of wealth advisory services experience with a background in investments, finance and taxation. He has been recognized by Barron's 12 times in his career, and was named to Barron's Advisor Hall of Fame in 2019. Barron's uses a ranking formula that analyzes the advisor's volume of firm assets, revenues they generated for the firm, and the quality of their practice. Bordeaux manages approximately $3.9 billion of client assets. Since 1921, Barron's has been a leading source of financial news, providing analysis and commentary on stocks, investments, and how markets are moving across the globe. Advisors appearing in Barron's ranking have answered over 100 questions about their businesses in the publication's annual survey.




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