wealth people purpose

Wealth can be a portal or an obstacle to a life of purpose. It can deepen or fracture our most cherished relationships.

With a combined background in psychology and finance, we help our clients cultivate the skills to elevate ownership to stewardship.

Because there’s a whole lot more to wealth than money.

About us

We help our clients to navigate their financial as well as emotional inheritances.

Partners in both business and in life, our experience includes a combined forty years in human health, psychology and finance, as well as leadership positions on the Board of our own family office and foundation.

We work with individuals, couples, families, and family offices, and we speak to groups of all sizes about the complex dynamics of wealth in the context of well-being.

We live with our teenage daughters and dogs in Mill Valley, California.

Marlis Jansen, MA, LMFT, FBS

Founder and CEO

Marlis is a licensed psychotherapist who is trained in wealth psychology and a sixth-generation member of a family of stewardship. This combination of professional training with lived experience gives her a unique perspective on the nuances and complexities of owning financial wealth.

Prior to founding Graddha, Marlis worked for several healthcare startups and spent a decade as a stay at home mom. As a product developer in the healthcare information technology space, she designed strategies to maximize trust and safety for patients to help them take ownership of their health decisions. Marlis also served as Director of Business Development and Director of Product Development in a couple of health care startups. Her experience as a mom inspired her to contemplate how we ascribe value to people and work.

Marlis holds a Bachelor of Arts degree in Anthropology from Harvard University, a Master of Arts degree in Psychology from the California Institute of Integral Studies and a Graduate Certificate in Financial Psychology and Behavioral Finance from Creighton University Heider College of Business.

She is an active member of the Purposeful Planning Institute, Financial Psychology Institute and the Financial Therapy Association. She serves on the Board of the Stone Age Institute and, since 2009, has served as Vice President of The Springcreek Foundation, her family’s private philanthropic foundation.

Marlis speaks French well and is proficient in Spanish and Norwegian. She loves to enjoy home cooked family dinners, hike Mt. Tam with her family and dogs, travel in unfamiliar countries and cultures, and compel family members to join her in a game of extreme Pictionary as often as she possibly can.


Co-founder and CFO

Kjartan brings to Graddha a combination of financial acumen and personal experience having married into a family of wealth. With almost two decades of experience in the field, he is committed to normalizing finance for clients so they can better navigate the complex landscape of wealth. This involves helping clients define their values, and then creating deep alignment with their financial lives and relationships.

Kjartan’s work is informed by multiple roles in several industries. He began his career in finance as a Business Analyst at Scient, a technology consulting firm. He subsequently held roles in equity research at Piper Jaffray and served as a principal at Expansion Capital Partners, a $100M venture capital fund investing in clean technology. Most recently, he was CFO at Cleary Bikes, a children’s bicycle startup.

Kjartan holds a Bachelors degree in Economics from the University of Bergen in Norway, which included a year studying in Germany as a Ruhrgas scholar. He also holds a Masters degree in Applied Economics from the University of Michigan. He is a CFA®️ charterholder, has served on the board of the family office Springcreek Advisors since 2008, and is an active member of the Purposeful Planning Institute.

Kjartan speaks five languages. When not working with clients, he can be found pursuing adventure on his skis, bike, or surfboard. He likes to travel with his family to his native Norway and anywhere else he can manage to explore and experience the world with them. Kjartan served in the Norwegian Army and is a serious meditator.