Fee-Only · Fiduciary · Independent
Your Financial Blueprint for Freedom and Prosperity
A registered investment advisor serving individuals and plan sponsors. As a fee-only fiduciary, we put your interests first — always.
Why clients choose Orchid
✓ Fee-only — zero commissions
We earn nothing from product sales. Ever.
✓ Fiduciary standard
Legally required to act in your best interest.
✓ Independent & objective
No quotas, no conflicts, no hidden agendas.
Fiduciary standard
Your interests come first
Fee structure
Fee-only, no commissions
Serving
Bay Area & beyond
What we offer
Services Tailored to Your Goals
Whether you’re building personal wealth or managing a company retirement plan, we bring objectivity and care to every decision.
Investment Management
Custom portfolios aligned with your values, risk tolerance, and timeline.
Retirement Planning
Income-focused strategies to help you retire on time and on your terms.
Plan Sponsor Advisory
Help employers meet fiduciary responsibilities and reduce plan fees dramatically.
Values-Based Investing
Portfolios built around your principles — screen in or out any industry.
How it works
Simple to Get Started
01
Free 20-Min Call
We discuss your goals, current situation, and whether we’re a good fit. No pressure, no obligation.
02
Build Your Blueprint
We map out a financial plan with clear milestones, transparent fees, and a strategy built around your life.
03
Grow With Confidence
We stay by your side through every market cycle, rebalancing and advising to keep you on track.
About Seth
A Fiduciary Advisor Who Puts You First
Seth Swenson is a fee-only, fiduciary financial advisor based in Palo Alto, CA. With an MBA and years of experience helping individuals and families navigate complex financial decisions, Seth founded Orchid Wealth Management to offer independent, conflict-free advice.
He specializes in investment management, retirement planning, and values-based investing — and believes great financial advice should reduce your stress, not add to it.
📞 (650) 334-6104
Ready to Take the First Step?
Schedule a free 20-minute call with Seth. No obligation, no pressure — just an honest conversation about your financial future.
Or call directly: (650) 334-6104