About MLP
Our Mission and Values
Our mission is to provide above and beyond personalized service to every client. We are committed to treating each individual with the utmost respect and care, ensuring that you feel comfortable and well taken care of from the moment you walk through our doors. We believe in open and honest communication, and we tailor each financial plan to your specific needs and goals.
Our investment philosophy is simple: we create individualized plans that are backed by a thorough financial analysis and a deep understanding of your risk tolerance and suitability.
Our tax philosophy complements this approach by focusing on maximizing your after-tax returns and minimizing your tax liabilities. We employ a comprehensive tax planning strategy that considers both current and future tax implications, ensuring that your financial plan is not only effective but also efficient.
Our Approach
We start by building a comprehensive financial plan that takes into account all aspects of your financial life. This plan serves as the foundation for our asset proposal, which is carefully crafted to align with your risk tolerance and financial objectives. Our personalized approach ensures that every recommendation we make is suitable for your unique situation. We are focused on providing sound financial advice and the highest level of service.
Our Culture
At MLP, we foster a culture of comfort and care. We believe that financial planning should be a stress-free and empowering experience. Our team is dedicated to making you feel at ease, and we are always available to answer your questions and provide guidance. We are committed to leading customer service, and we strive to make every interaction with us a positive one.
Who We Serve
We are privileged to serve a diverse range of clients, including some of the most respected Bay Area companies, their employees, and individuals nationwide. Whether you are a business owner looking to focus on your company’s financial future, an employee planning for retirement, or an individual with specific financial goals, we are here to help you pursue them.
Leslie Proceviat
Senior LPL Investment Representative
Brent Ross, CFP®
LPL Investment Advisor Representative
Kevin Proceviat
Client Relationship Manager
Eloisa Austodillo
Client Relationship Manager
Mary-Ann Ross, EA
Tax Consultant
Anne Salazar
Tax Professional
Clayton Ross
Tax Professional
Jessica Jordan
Tax Professional
Tracy Conway
Tax Professional