Best Financial Advisors in Antioch

2022

Archvest Wealth Advisors

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.

Bedell Frazier Investment Counselling, LLC

• Financial Planning

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.

Best Financial Life

• Finance Planning

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.

CAVU Wealth Advisors

• Certified Financial Planner (CFP)

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.

Citrine Capital

• Wealth Management
• Certified Financial Planner (CFP)

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.

David Bobrowsky, CFP, CLU, ChFC, CSRIC

• Certified Financial Planner (CFP)

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.

David White & Associates

• Financial Planning
• Certified Financial Planner (CFP)

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.

Enhance Wealth Advisors

• Wealth Management
• Financial Planning

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.

Enso Wealth

• Certified Financial Planner (CFP)

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.

HC Financial Advisors

• Chartered Financial Analyst (CFA)
• Certified Financial Planner (CFP)

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.

Maloon Powers Pitre & Higgins LLC

• Certified Financial Planner (CFP)

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.

Napa Valley Wealth Management

• Investment Management
• Financial Planning
• Retirement Planning
• Certified Financial Planner (CFP)

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.

Robert J. Eldred, CFP

• Certified Financial Planner (CFP)

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.

Saranap Wealth Advisors

• Financial Planning
• Retirement Planning

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.

Summit Financial Group, LLC

• Business Tax Preparation
• Business Formation

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.

True Wealth Advisory Group

• Financial Planning
• Finance Planning

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.