Best Financial Advisors in Concord

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Babylon Wealth Management logo

Babylon Wealth Management

150 North Wiget Lane, Walnut Creek, CA 94598
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Babylon Wealth Management is a fiduciary financial advisor that serves clients in the Concord area. This firm offers wealth management, financial planning, corporate retirement planning, and 401k consulting services. Its also team provides tax advisory, estate planning, college planning, risk management, and charitable giving strategy consultations. It serves a diverse client base, from individuals and young families to business owners, tech professionals, physicians, and federal employees. Babylon Wealth Management has offices located in Walnut Creek and San Francisco.

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CAVU Wealth Advisors logo

CAVU Wealth Advisors

1220 Oakland Boulevard, Walnut Creek, CA 94596
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

CAVU Wealth Advisors is a financial advisory firm serving the Concord metro. The firm is currently led by David Sylvester, who had worked on Wall Street for over 25 years and discovered the industry of investment advisors in 2005. CAVU Wealth Advisors offers goal development, investment management, and financial planning services to its clientele. The firm provides insurance and risk analysis, tax strategy and optimization, retirement planning, cash flow analysis, budgeting support, and college and education planning.

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Gateway Financial Advisors, Inc. logo

Gateway Financial Advisors, Inc.

2010 Crow Canyon Place, San Ramon, CA 94583
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  • Certified Financial Planner (CFP)

Gateway Financial Advisors, Inc., is a privately owned financial firm that serves clients in Concord. It assists clients in designing investment plans that are based on their financial goals and needs. In addition, it educates clients on the risks and gains upon investing. The firm also delivers insurance solutions for long-term care, disability, and business needs. Roland Bergman, one of the firm's financial associates, is a Certified Financial Planner whose area of expertise involves wealth management and investment advisory.

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Mt Diablo Tax Pros logo

Mt Diablo Tax Pros

5356 Clayton Road, Concord, CA 94521
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  • Certified Financial Planner (CFP)
  • Tax Planning

Mt Diablo Tax Pros is a full-service financial advisory firm that serves clients in Concord and the neighboring areas. The firm is partnered with Archvest Wealth Advisors in offering a wide range of financial planning services to a diverse clientele, including families, corporate executives, and business owners. These services involve utilizing retirement plans to generate income, saving for a child's college education, and reducing risks in investments. The firm also provides business-related services such as cash flow management and accounting.

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Saranap Wealth Advisors logo

Saranap Wealth Advisors

1777 North California Boulevard, Walnut Creek, CA 94596
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  • Tax Planning

Saranap Wealth Advisors is a financial advisory firm serving individuals in Concord. It provides financial planning services that help clients set quantifiable financial goals, reduce expenses and save excess cash, and invest their savings. It also assists clients with protecting their assets and maximizing their benefits from employers. John Knolle, a financial advisor with Saranap Wealth Advisors, started managing portfolios in 1998. He is a Certified Financial Planner and has a Master of Business Administration degree.

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The Stephenson Company logo

The Stephenson Company

1220 Diamond Way 260, Concord, CA 94520-5742
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  • Certified Financial Planner (CFP)

The Stephenson Company is a financial advisory and wealth management firm that serves clients in Concord and the surrounding areas. The firm utilizes a proactive approach to help clients develop financial strategies and plans to achieve their individual goals. Financial professionals at the firm educate clients on finance concepts and products, investing, insurance, estate preservation, and wealth preservation. Owner and founder Harold Stephenson is a CFP professional with more than 25 years of experience in the financial industry.

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Wagner Loftin Investment Services logo

Wagner Loftin Investment Services

3478 Buskirk Avenue, Pleasant Hill, CA 94523
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  • Certified Financial Planner (CFP)

Wagner Loftin Investment Services is an independent firm that provides a complete range of financial and investment advisory services for individuals, families, and businesses in the Concord area. Based in Pleasant Hill, this firm offers a wide selection of financial planning services, including tax management, investment management, estate planning, account consolidation, and insurance planning. It also assists clients in constructing retirement and rollover strategies. Company founders Ron Wagner and Steve Loftin established the firm in 1992.

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Wealth & Tax Planners logo

Wealth & Tax Planners

3021 Citrus Circle, Walnut Creek, CA 94598
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Wealth & Tax Planners is an independent financial advisory firm founded in 1984. Catering to the needs of clients in Concord and the surrounding neighborhoods, it offers investment management, tax planning, and insurance planning or risk management. The company also handles long-term care planning, estate planning, and retirement calculations. Its team of financial advisors has more than 80 years of collective experience in the financial planning industry. They also have backgrounds in investments, corporate management, and law.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: 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.

Q: What experience should I look for in a financial advisor?

A:  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.

Q: Can my financial planner help with taxes?

A: 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).

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