Living room with large windows and serene foliage outside

Where your interests are the only ones that matter.

What we do

Every home project comes with experts: agents, architects, contractors, designers. Each one is focused on their piece of the project.

Canopy Residential Advisory is the independent advisor whose only agenda is yours. It's the same trusted relationship you have with a coach, trainer or financial advisor, applied to the most complex and valuable asset you own.

Before you Commit

Before you commit to buying, selling, building, remodeling or holding:  Pre-purchase advisory, investment perspective, and lifestyle strategy for your home and how you actually live in it.

Team Assembly

We help you identify and vet the right architect, engineer, contractor, and agent for your project, so you arrive informed, confident, and clear about what you want. The best professionals welcome a prepared client: better decisions, fewer miscommunications, and a smoother project for everyone.

Project Advisory

Independent guidance through new construction, remodels, and renovations — Canopy has no financial stake or tie to any of your consultants.

Ongoing Stewardship

The trusted network. Long-term planning for your home as an asset. Canopy can oversee property management and market positioning strategy.

Rooted in Marin, Sonoma and San Francisco. Every Canopy Advisor brings more decades of experience in residential development, construction and real estate.