^{Guiding you through what matters most}To your Family.Business. Legacy.

What I love most about the Van Hulzen team is that they are approachable and local. They understand where we live and the curveballs life throws at you. When those curveballs happen, I don't want to dial a 1-800 number. When I bought a house and needed to raise liquid capital, Jarrod and the team guided me every step of the way, helping me avoid enormous tax penalties without derailing our investment strategy

My wife and I first met Jarrod over five years ago when we discussed wanting help with financial planning. After a couple of years, we got back in touch with Jarrod and talked through our goals. With Andrea's help, we got organized and met with Jarrod. He provided us with a clear roadmap that best fit our goals. After I was laid off from a previous employer, we needed to invest my pension and 401(k), and Jarrod made it happen. He and the VFA team exceeded our expectations. We've since become more acquainted with VFA through events and feel we're in a much better position. We both appreciate Jarrod's friendship and professionalism. Andrea and the rest of the VFA staff are some of the finest people, and we couldn't be happier with the relationship we've built.

Since becoming a client, I’ve called on the Van Hulzen team for guidance involving taxes, business, real estate, trusts, charitable giving, legacy planning, and family matters. They’ve become much more than financial advisors—they’re partners and advocates for my family.

They asked questions no financial advisor had ever asked me: “What’s your number?” No idea. Now I have one. “Do you have a Family Balance Sheet?” What the heck was that? Now I have one. “What are your giving priorities?” Now I have a charitable trust.

After nearly 70 years, I finally understand the difference between having someone manage my money and having someone help me manage my financial life.

My parents were clients of VAM for many years, until their passing. The advice they received helped navigate my Dad’s planning for college and graduate school for me and my sister, which my parents were able to cover from well thought through long term planning, strategy, investments and savings.

That relationship continued with me and my wife, Sonnet, as we worked to build our own assets. VAM oversees our US liquid portfolio and cash/fixed income savings. They have advised and provided insight on our complicated US-UK estate planning for me, Sonnet and our children. 

In short, Brad is an advisor and a partner; the two do not feel separated to me.

In 2007, my wife and I were doing a major renovation on our home, intending to use funds from the sale of a home in the Bay Area to pay for the work. The depression of the housing market was delaying any prospects for a sale.

While not clients, we were able to meet with Craig at Van Hulzen, explaining our situation and seeking advice. He met with us for about 45 minutes, discussing options.

We eventually sold our home and finished the renovation, but the advise and the support from Van Hulzen was a life saver. We opened an account with Craig's firm later in the year and have been grateful and satisfied clients ever since... 19 years and counting.

In 2008 we sold our ready mix concrete business to a national company.  It involved a fairly complicated stock transaction and we were referred to Van Hulzen because of their expertise in hedging stock. After meeting Craig Van Hulzen and Brad Nicholson, we were so impressed with their knowledge and intelligence that we moved our entire portfolio over to them where we’ve been extremely satisfied customers for the past 17 years. We truly believe that Van Hulzen Asset Management is the best financial planning firm in the nation and therefore have recommended them to many of our friends and acquaintances with complete confidence that Van Hulzen could assist them with their financial needs. We hold this company in an extremely high esteem and full heartedly recommend them  to anyone who needs financial planning assistance.