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Best Financial Advisors in Antioch

2024

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Providers

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

Why choose this provider?

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
Facebook
5.0 / 5 (10)
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

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

Why choose this provider?

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

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

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

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

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

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

Why choose this provider?

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.
4.9
Google
5.0 / 5 (5)
Yelp
4.7 / 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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
2820 Shadelands Dr., Suite 130, Walnut Creek, CA 94598

Why choose this provider?

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.
4.8
Facebook
4.8 / 5 (14)

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

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

Why choose this provider?

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)

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

Why choose this provider?

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

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

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

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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 (3)

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

Why choose this provider?

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

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

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

Why choose this provider?

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

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

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

Why choose this provider?

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

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

Why choose this provider?

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.
5.0
Yelp
5.0 / 5 (32)
Google
5.0 / 5 (13)

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

Why choose this provider?

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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
––

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

Why choose this provider?

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
Friendliness
Helpfulness
Detail

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.

  • What is the importance of active asset management and proactive risk management in Antioch?

    Active asset management in Antioch helps individuals, families, and business owners manage their accounts on a day-to-day basis. It allows them to have return opportunities by investing and adapting to changing market conditions. Proactive management, on the other hand, enables people to reduce and manage risks through asset allocations. They can also reduce risk by avoiding exposure to weak industry sectors.

  • What are the tax implications of the Coverdell Education Savings Account in Antioch?

    In Coverdell Education Savings Account in Antioch, your earnings grow tax-deferred. The earning will be tax-free when withdrawn only if you use the funds for qualified education-related expenses. If the contributions are used for not qualified educational expenses, your funds may be subject to early withdrawal penalties and taxes on your earnings.

  • Who can contribute to a health savings account in Antioch?

    Adults can contribute to a health savings account in Antioch. However, they should follow some rules when applying for a HSA. Individuals should not be enrolled in Medicare, have coverage under an HSA-qualified high-deductible health plan, and have no other medical coverage, excluding vision and long-term care, dental, and disability insurance.

  • Is it necessary to analyze or evaluate how does your cash flow in Antioch?

    Yes. It is necessary to analyze or evaluate how does your cash flow in Antioch. It allows you to keep on track for your retirement and if your financial choices meet your lifestyle goals. Your financial advisor can inform you about the status of your savings, taxes, income sources, and discretionary and fixes expenses.

  • How do health reimbursement arrangements work in Antioch?

    Health reimbursement arrangements in Antioch are employer-sponsored plans provided by an organization. If you are an employer, you can purchase health insurance plans for your workers. However, this plan has a very high deductible, reducing premium costs. Unused benefits can remain in your budget to pay for other employee benefits.

  • 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.