Laurels

Best Financial Advisors in Clovis
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Clovis Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 31 22 10

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Buckingham Strategic Wealth

  • Certified Financial Planner (CFP)

Buckingham Strategic Wealth is a financial advisory firm that caters to clients in Clovis. It builds financial plans for individuals and works to minimize tax obligations and optimize debt. The company also designs and rebalances investment portfolios and assists clients with asset class selection. It has experience helping people allocate capital in alternative investments like reinsurance funds. The company's chief research officer, Larry Swedroe, is the author of multiple books, including "Think, Act, and Invest Like Warren Buffett" and "Wise Investing Made Simple."

516 West Shaw Avenue Suite 200
Fresno, CA 93704

Website

Legacy Finance

  • Finance Planning

Legacy Finance in Clovis helps clients address their questions about finances. It guides individuals and families in the different aspects of financial planning, including college funding, taxes, and retirement. It also educates clients about various investment vehicles like bonds, common stocks, and brokerage accounts. Insurance products are also available. Bradley Warner, the owner, has been a Certified Financial Planner since 2011. The firm aims to develop, implement, and monitor a financial strategy designed to meet the clients' needs, wants, and long-term goals.

516 5th Street Suite 201
Clovis, CA 93612

Website

Little Business Wealth Advisors, Inc.

  • Chartered Financial Analyst (CFA)

Little Business Wealth Advisors, Inc., is an independent firm that has been serving Clovis and the surrounding communities since 1969. It assists individuals, families, and businesses by providing financial advice, portfolio monitoring services, and one-on-one meetings to address their needs. The planning process includes risk management, asset allocation, tax management, investment manager selection, and portfolio construction and management. The firm's founder, David J. Little, is a Chartered Life Underwriter and a Chartered Financial Consultant who served as president of the International Association of Financial Planners.

6445 North Palm Ave., Suite 102
Fresno, CA 93704

Website