Financial advisor in Menlo Park, California.

Up Capital Management is an independent, fee-only fiduciary wealth management firm serving Menlo Park and the surrounding San Mateo County. We coordinate financial planning, investment management, tax planning, and estate planning under one roof, so nothing falls through the cracks between your advisor, your accountant, and your attorney.

Menlo Park is the center of Silicon Valley venture capital, home to Sand Hill Road and a community of founders and investors. We help Menlo Park families plan around liquidity events, pre- and post-IPO equity, and the tax decisions that come with concentrated wealth.

Who we work with in Menlo Park

For those who have earned what comes next.

Menlo Park founders and investors planning around liquidity events and concentrated equity.

Typically pre-retirees and retirees with $1M or more in investable assets and the kind of complexity that goes beyond a simple portfolio.

What we do

Four disciplines, one team, one plan.

Financial Planning

A working model of where your money is today and where it can take you.

Investment Management

Actively managed portfolios designed around your plan and structured for tax efficiency.

Tax Planning

Built into your strategy year-round — the decisions that compound over a lifetime.

Estate Planning

Documents prepared and reviewed by qualified attorneys, coordinated with your plan.

Explore our services

How we work with Menlo Park clients

We serve Menlo Park families across The Peninsulaby video and phone, with in-person visits when they make sense. Our CEO, Nyle Bayer, grew up in the Bay Area, so we know the region — and the equity-heavy, tax-complex wealth that comes with it — well.