Hamilton Walker Advisers
Financial planning should be rewarding and educational, not intimidating and sales driven. We believe that advice should be conflict free and client centric.
“Advice needs to be personalized in order to be useful”
Adam Grant
Helping you make the right move
Sarah has over 15 years of experience in the financial planning industry. After years of climbing the corporate ladder, she grew frustrated with the limitations of roles that were labeled “planning” but without the tools, time, and resources.
She identified a need and an opportunity to serve those who were seeking more compassion with their financial planning.
By leading with education and empathy toward each client’s specific situation, she connects with a diverse demographic including young professionals eager to learn the basics as well as retirees focused on living comfortably and leaving a legacy.
Her collaborative approach allows clients to choose how they would like to partner with her to work with existing strategies or create new strategies by matching their preferences with her industry experience.
Why Hamilton Walker Advisers
I work with clients who are seeking a more meaningful and less intimidating financial services experience. Our clients prefer education alongside their recommendations. They seek actual advice, free of the parameters of a corporate backdrop.
I work with individuals and families who strive to make an impact with their investments. My clients see value in utilizing innovative financial analysis tools.
I look forward to partnering with other purpose-oriented people.
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Sarah Hamilton
+1 415 573 1143 ext. 101
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Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.
Hamilton Walker Advisers is a registered investment advisor offering advisory services in the State(s) of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Hamilton Walker Advisers in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hamilton Walker Advisers, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
