The Bahnsen Group, a wealth management firm with more than $9 billion in assets under management, has opened a new Silicon Valley office and hired veteran financial advisor Sean Buxton to lead the location.
The Campbell, California office, located at The Pruneyard Towers, becomes the firm’s 11th office and its first in Northern California. The Bahnsen Group said the Silicon Valley location will serve as a hub for expanding in major U.S. wealth markets, building on an existing client base in the region. The firm currently has offices in Newport Beach, New York City, Austin, Dallas, West Palm Beach, Nashville, Phoenix, Minneapolis, Grand Rapids, and Bend.
Buxton joins from Legacy Capital Group and brings more than two decades of experience in financial services. He previously worked at Beacon Pointe and Ameriprise Financial and has been based in the Silicon Valley area for more than 20 years.
The firm also said Eddie Molina, a Senior Associate, has relocated from the Newport Beach headquarters to the new Campbell office, and that additional hiring is expected as the Silicon Valley team grows.
The Bahnsen Group added that it plans to announce a 12th office location in the second quarter of 2026. The firm said its assets under management have grown at a 31% organic annual rate, without M&A, since it launched in April 2015 following a lift-out from Morgan Stanley.
Founded by David L. Bahnsen, the firm began with $600 million in client assets and eight team members and has since expanded to 94 team members across 11 offices, according to the announcement. Bahnsen previously held senior roles at Morgan Stanley and UBS Financial Services and was recognized in 2025 by both Barron’s and Forbes/SHOOK wealth advisor rankings.
KEY QUOTES
“Expanding our reach and capabilities in a part of the country known for the growth and innovation that Silicon Valley is known for is a natural next step for us. We have had a large client base in Silicon Valley for a long time and in finding an advisor with the skill and experience of Sean Buxton, the stars have aligned for us to do this right.”
David Bahnsen, Managing Partner, The Bahnsen Group
“The Bahnsen Group’s depth of talent, technology, and family office capabilities gives me the ability to deliver the highest level of advice, support, and value, all the while preserving the personal relationships that matter most. I couldn’t be more honored and excited to lead The Bahnsen Group’s Silicon Valley office and elevate what we can deliver for our clients.”
Sean Buxton, Financial Advisor, The Bahnsen Group
