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Best Financial Advisors in Antioch

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Archvest Wealth Advisors logo
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Archvest Wealth Advisors

2820 Shadelands Dr., Suite 130, Walnut Creek, CA 94598
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Business Description

Archvest Wealth Advisors is a financial consultancy firm that serves clients in the Antioch area. It assesses every client's current financial status and long-term goals to create strategic plans for their future. Its team limits the number of clients it serves to put enough focus on every individual it works with. It specializes in investment, tax, insurance, and estate planning. The company's CEO, Eric Lai, has been in the investment industry for over 17 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Bedell Frazier Investment Counselling, LLC logo
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Bedell Frazier Investment Counselling, LLC

Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596
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  • Financial Planning

Business Description

Bedell Fraizer Investment Counselling, LLC, serves families and individuals in the Antioch metro. It offers comprehensive financial planning solutions, which include wealth transfer and estate planning. The company works with clients' tax and legal specialists to create personalized investment strategies. It also deals with retirement planning services. CEO and president Mike Frazier has been in the industry for over 25 years. He gives back to the community by supporting the Children’s Health Guild and the George Mark Children's House.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Best Financial Life logo
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Best Financial Life

9000 Crow Canyon Road Suite # S 177, Danville, CA 94506
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  • Finance Planning

Business Description

Best Financial Life is a firm serving Antioch and surrounding communities. It guides individuals in making well-informed decisions in establishing a financial plan. The process includes discussions that tackle the client's goals and spending history, short-term and lifetime cash flow projection, investment philosophy, and strategy implementation. The firm's financial advisor, Joe Morgan, has more than 25 years of experience managing finances for organizations like Silicon Valley Bank. He is a member of the San Ramon Chamber of Commerce and the XY Planning Network.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Detail
CAVU Wealth Advisors logo
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CAVU Wealth Advisors

1220 Oakland Boulevard, Suite 200, Walnut Creek, CA 94596
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  • Certified Financial Planner (CFP)

Business Description

CAVU Wealth Advisors is a life-centered financial planning firm that aims to help clients achieve their goals of financial security and independence. Serving Antioch, its financial advisors offer a custom-tailored approach in developing plans and strategies that fit clients' needs and objectives. This includes planning for college funding, major purchases, charitable giving, and retirement. The firm also provides assistance with investment management, cash flow analysis, and tax optimization. Founding principal David Sylvester holds the designations of Chartered Financial Analyst and Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Citrine Capital logo
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Citrine Capital

535 Mission Street, 14th Floor, San Francisco, CA 94105
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  • Certified Financial Planner (CFP)
  • Wealth Management

Business Description

Citrine Capital is a wealth management firm that serves the financial planning needs of business owners, entrepreneurs, and tech professionals in Antioch and the nearby areas. The firm creates personalized financial roadmaps for clients, assisting them with goal setting, investment management, retirement planning, and financial management for them to be able to attain financial independence and security. Citrine Capital has been featured on various media outlets such as The New York Times, The Wall Street Journal, and Fox News.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Yelp
5.0 / 5 (29)
Google
4.5 / 5 (8)
David Bobrowsky, CFP, CLU, ChFC, CSRIC logo
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David Bobrowsky, CFP, CLU, ChFC, CSRIC

1261 Locust St., Suite #60, Walnut Creek, CA 94596
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  • Certified Financial Planner (CFP)

Business Description

David Bobrowsky, CFP, CLU, ChFC, CSRIC is a financial advisor who serves the residents of Antioch. For over 20 years, he has assisted business owners and professionals in managing their finances and in achieving their financial goals through customized strategies, such as investment portfolio analysis; retirement, sudden wealth, and wealth preservation planning; retirement income distribution strategies; and tax-advantaged investing. Bobrowsky represents Gateway Financial Advisors, Inc. and affiliated with Cambridge Investment Research, Inc. in 2014 to provide independent financial advice.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)
David White & Associates logo
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David White & Associates

3150 Crow Canyon Place, Suite 200, San Ramon, CA 94583
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

David White & Associates is a firm with financial professionals who guide Antioch residents. They help clients make complex financial decisions by synergistically coordinating legal, wealth, and tax strategies and closely working with their clients’ tax professionals and attorneys. They assist in navigating investment markets, growing their customers’ portfolio, protecting assets against uncertainties and losses, and creating a financial plan for retirement. President Christopher White is a Certified Financial Planner who has been providing services since 1985.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.5 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Enhance Wealth Advisors logo
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Enhance Wealth Advisors

700 Ygnacio Valley Road Suite 200, Walnut Creek, CA 94596
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  • Financial Planning
  • Wealth Management

Business Description

Enhance Wealth Advisors is a firm serving Antioch residents. Its services focus on financial planning and wealth management. The professionals from the firm assist in developing plans that can help clients achieve their financial goals. Their process begins with a complimentary interview and consultation to assess a person's financial situation and establish their needs and goals. They also make recommendations and conduct regular reviews and monitoring. In addition, the company helps construct portfolios with exchange-traded funds, individual stocks, and mutual funds.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
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Enso Wealth logo
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Enso Wealth

89 Davis Road, Suite 160, Orinda, CA 94563
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  • Certified Financial Planner (CFP)

Business Description

Enso Wealth offers financial planning services to clients in Antioch and the surrounding areas. It specializes in helping individuals preserve their wealth by assisting them in creating financial plans. It also focuses on advanced planning services to address and understand clients' financial concerns involving income taxes, cash flow, and wealth transfer. Enso Wealth guides individuals in providing financial planning services for future education and home expenses. One of the company's principals, Joanna C. Aiken, has been providing financial advice to clients since 1994.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
HC Financial Advisors logo
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HC Financial Advisors

3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549
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  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

Business Description

HC Financial Advisors is a company that serves Antioch and the surrounding areas. Its team comprises independent advisors who adhere to their fiduciary obligations and offer team-based support to clients. The company helps a variety of clients, such as retirees, divorced individuals, and families with elderly parents, navigate the various transitions in their lives and reach their financial goals. The Lafayette-based investment management and financial planning firm has been serving the community for more than three decades.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
4.5 / 5 (57)
Maloon Powers Pitre & Higgins LLC logo
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Maloon Powers Pitre & Higgins LLC

2303 Camino Ramon #230, San Ramon, CA 94583
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  • Certified Financial Planner (CFP)

Business Description

Since 1998, Maloon Powers Pitre & Higgins LLC has been serving Antioch clients. It educates individuals through the process of financial planning, and conducts various activities, including defensive barrier analysis. The company also provides portfolio management services, like fund selection. It maintains a quarterly newsletter to update clients on global and domestic economic performance changes. Michael Maloon, one of the company's financial advisors, holds multiple designations, including the Chartered Financial Consultant designation. He contributes articles to The Wall Street Journal.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Napa Valley Wealth Management logo
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Napa Valley Wealth Management

1981 North Broadway Suite 225, Walnut Creek, CA 94596
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Business Description

Napa Valley Wealth Management helps clients in Antioch understand today's financial environment by providing advice and personalized plans. Its team of Certified Financial Planners assists clients in setting clear financial goals, assessing risks, and making adjustments depending on the changes in their lifestyle and future plans. The firm also handles investments and tax minimization services, as well as estate planning options. Napa Valley Wealth Management is headed by Kelly Crane, who has been in the industry for over 35 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Helpfulness
Detail
Robert J. Eldred, CFP logo
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Robert J. Eldred, CFP

57 Post Street Suite 713, San Francisco, CA 94104
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  • Certified Financial Planner (CFP)

Business Description

Robert J. Eldred, CFP is an advisor with LPL Financial serving Antioch and the surrounding communities. He helps individuals in the process of creating a financial plan that guides them in making well-informed decisions, establishes strategies that consider their financial spending, and identifies long-term goals and how to achieve them. In addition to tracking the progress of the financial strategy and making adjustments when necessary, Eldred handles asset management matters and small business retirement plans.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Saranap Wealth Advisors logo
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Saranap Wealth Advisors

1777 N California Blvd Ste 300, Walnut Creek, CA 94596
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  • Retirement Planning
  • Financial Planning

Business Description

Saranap Wealth Advisors is a firm serving Antioch. It provides a range of services to help clients manage their financial life, including estate, financial, and tax planning. The firm assists in matters of insurance, investments, and retirement. It assesses the clients’ financial goals; reviews their cash inflow, income, savings, and expenses; and advises on strategies to grow their wealth. It includes recommending investment options and advising on potential risks. Its name was derived from a region between Walnut Creek and Lafayette where transportation bloomed in the early days.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Summit Financial Group, LLC logo
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Summit Financial Group, LLC

2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583
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  • Business Formation
  • Business Tax Preparation

Business Description

Summit Financial Group, LLC serves clients in Antioch. It advises and guides customers in wealth management by defining a client’s goals, creating a financial plan, creating the resulting action steps, and guiding a client in planning for the future. Its services are focused on key areas such as investment management, risk management, legacy planning, planned giving, and financial planning in divorce. Co-founder Steven M. Wilcox has three decades of experience in helping clients enhance their financial state.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.3 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
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True Wealth Advisory Group logo
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True Wealth Advisory Group

1600 S. Main Street Suite 202, Walnut Creek, Ca 94596
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  • Finance Planning
  • Financial Planning

Business Description

True Wealth Advisory Group is a company serving the Antioch area. For 30 years, its advisors have provided financial planning and investment management to help families and businesses build and protect their wealth. They construct Personal Financial Roadmap™, offer a financial plan, and establish a long-term relationship to assist clients in putting the plan into action. Retirement, education, tax, insurance, and estate planning are also available. The firm's managing director, David Allen, CFP®, is a registered representative and principal of Cetera Advisor Networks LLC.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
4.5 / 5 (57)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Detail
Back to Providers

Frequently Asked Questions

Introduction

There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

  • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
  • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
  • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
  • An investment advisor offers investment advice and recommendations to individuals or organizations.
There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

Are financial advisors worth it?

Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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