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Best Financial Advisors in Irvine

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Antonio Financial Group logo

Antonio Financial Group

Irvine, CA 92612
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Antonio Financial Group is an independent RIA firm that serves clients in North Carolina along, with those in San Diego, Orange, and Los Angeles counties. Its clients receive financial planning services on an hourly, as-needed basis. The company also offers reviews of existing portfolios and insurance policies, along with straightforward investment recommendations. The firm gives clients referrals to legal and tax professionals when necessary. Antonio Financial Group was founded by CFP Robert Antonio, a financial advisor with experience working at multiple banks and advisories.

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Apriem Advisors logo

Apriem Advisors

19200 Von Karman Avenue, Ste. 1050, Irvine, CA 92612
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  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Apriem Advisors is a wealth management company that is located in Irvine and serves diverse, multi-generational clients. The firm helps entrepreneurs, families, and investors through proactive planning, life transition guide, and generational wealth planning services. It also assists non-profit organizations and retirement plans in fiduciary matters, investment management, consultant meetings, and staff and office operations. Apriem Advisors supports global and local charities such as World Vision, Jessie Rees Foundation, and Southern California Hospice Foundation.

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AW Wealth Advisory logo

AW Wealth Advisory

Irvine, CA 92618
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AW Wealth Advisory is an Irvine-based wealth management firm run by certified wealth strategist Alex Wahba. The company helps clients create and grow their assets, protect their wealth, distribute wealth throughout their lifetimes, and distribute wealth after death. It offers retirement planning, wealth management, and investments services, as well as online resources and tools to educate its clients on financial matters.

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Benefit Financial Services Group logo

Benefit Financial Services Group

Irvine, CA 92614
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Benefit Financial Services Group provides wealth management services to individuals, along with institutional services for organizations. The RIA firm has offices in Irvine, California and Phoenix, Arizona. Company founder, John Campbell, has more than two decades of experience working to improve retirement plans for employees and individuals.

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BML Wealth Management logo

BML Wealth Management

Irvine, CA 92614
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BML Wealth Management is a wealth management firm that focuses on independent retirement planning. Company founder, Brian Levy, is an investment advisor representative with a Series 66 securities license, a health insurance license, and a life insurance license in California. The firm's advisors use a "Retirement Fingerprint" process to customize a plan for each client.

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Burnham Gibson Wealth Advisors, Inc. logo

Burnham Gibson Wealth Advisors, Inc.

Irvine, CA 92614
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Burnham Gibson Wealth Advisors, Inc. is an independent California company with services for private clients and corporations. Its private clients receive wealth management help, insurance planning options, and financial and estate planning. It also offers 401(k) plans, succession planning, and employee benefits consultations for corporations. Company president, Darin Gibson, has over two decades of industry experience.

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Clarity Capital Advisors logo

Clarity Capital Advisors

Irvine, CA 92618
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Clarity Capital Advisors offers fiduciary planning and wealth management services to Irvine residents. Specific services include investment management, retirement planning, employer 401(k) plans, asset allocation, college planning, and charitable giving. Clarity Capital Advisors' team has more than five decades of combined experience in the financial industry.

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Clarity Wealth Management, Inc. logo

Clarity Wealth Management, Inc.

16440 Bake Parkway, Irvine, CA 92618
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  • Estate Planning
  • Private Wealth Advisor
  • Tax Planning

Clarity Wealth Management, Inc. is a CPA-owned wealth management firm that serves clients in Irvine and its surrounding areas. Gina Chironis is the chief executive officer of the firm. She has been a certified public accountant for over 20 years and holds the Personal Financial Specialist designation. Gina and her team offer 401(k), profit-sharing, and defined benefit plans. They also help clients with investments and wealth management. Gina is also the vice-chairperson of the CalCPA Personal Financial Planning State Committee.

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Clearview Wealth Management logo

Clearview Wealth Management

Irvine, CA 92612
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Clearview Wealth Management is an Irvine-based financial planning firm staffed by certified financial planner professionals. Its clients receive retirement planning, wealth management, and financial planning advice. The company has an ongoing relationship with clients to help them reach their financial goals. Clearview Wealth Management was founded in 2003 by CFP Mark Phillips.

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Cooper McManus Wealth Management logo

Cooper McManus Wealth Management

Irvine, CA 92618
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Cooper McManus Wealth Management's team has a combined eight decades of financial services experience. The Irvine-based firm gives clients advice on everything from insurance coverage to retirement planning and tax strategies. Irvine clients receive customized plans to reach their long-term financial goals.

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Cornerstone Financial Advisers logo

Cornerstone Financial Advisers

6 Venture, Irvine, CA 92618
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  • Estate Planning
  • Insurance Products
  • Tax Planning

Cornerstone Financial Advisers is a local firm in Irvine providing guidance on investments and financial planning. It helps clients develop investment strategies focusing on mutual funds, bonds, managed money accounts, common stocks, and IRAs. It also assists clients in preparing investment plans, such as 401(k) and 403(b), tax, and estate plans. One of the firm's founders and managing partners, Lance Dumas, has been providing financial advice for over 20 years. He holds designations as an Accredited Investment Fiduciary and a Chartered Financial Consultant.

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Independent Capital Management, Inc. logo

Independent Capital Management, Inc.

1401 Dove Street, Newport Beach, CA 92660
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  • Retirement Planning
  • Insurance Products

Independent Capital Management, Inc., is a boutique firm offering services to clients in Irvine. It provides customized financial guidance for college planning, insurance planning, and retirement planning. It also assists clients with estate planning, real estate and mortgage lending, and investment planning. Independent Capital Management has been helping businesses and families build wealth and preserve their assets since 1988. Marie Cammack, the division manager of the firm's Newport Beach office, is a supporter of the Susan G. Komen for the Cure organization.

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JMB Financial Managers logo

JMB Financial Managers

Irvine, CA 92606
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JMB Financial Managers is an Irvine-based financial services firm that specializes in serving business owners, self-employed people, independent contractors, and their families. Its clients receive comprehensive retirement planning services, education planning to relieve the burden of tuition, and customized investment management solutions. The company president, Jack Brkich, is a CFP with over two decades of financial services experience.

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John Stokes Financial logo

John Stokes Financial

Irvine, CA 92614
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John Stokes Financial is a California-based wealth management firm that specializes in helping people in transition receive the state and federal benefits. Since its founding in 2004, the company has assisted Fortune 500 companies across the nation. Its clients receive a full spectrum of financial services, including financial planning help, insurance options, tax assistance, and estate planning. The company also offers educational workshops.

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KS Financial Advisors logo

KS Financial Advisors

Irvine, CA 92618
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KS Financial Advisors uses a team-focused approach to give clients access to insurance agents, accountants, and financial planners. Its team leverages more than five decades of combined experience to help individuals and businesses create a plan to achieve their financial goals. Irvine clients receive a full analysis of their current assets and needs, a review of their tax return, tax planning strategies, long-term financial planning solutions, and investment management services.

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marrick wealth logo

marrick wealth

Irvine, CA 92612
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Marrick Wealth staffs CPA financial planners with more than three decades of combined experience. Clients receive tax advice through CPAs and financial advice through CFPs. The company provides investment management and financial planning services to high-net-worth families across California.

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MILE Wealth Management logo

MILE Wealth Management

Irvine, CA 92618
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MILE Wealth Management is an Irvine firm run by Mark Wilson, a CFP who has been quoted in multiple publications and media sources. Mark has more than two decades of experience in the financial services industry. The firm breaks wealth management down into two comprehensive components: customized financial planning and goal-based investment management services.

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Newport Capital Advisors logo

Newport Capital Advisors

Irvine, CA 92618
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Newport Capital Advisors is a fiduciary wealth management firm that's served Orange County clients for more than three decades. The firm, located in Newport Beach, gives clients access to wealth management services, estate planning solutions, trust services, investment banking options, and customized retirement plans.

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Odyssey Wealth Design logo

Odyssey Wealth Design

Irvine, CA 92612
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Odyssey Wealth Design is an Irvine firm founded in 2000. The firm focuses on financial planning for physicians and business owners. The company's approach is uniquely geared toward managing the wealth of physicians and business owners. Business owners also receive advice on how to grow and manage their businesses.

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Pacifica Wealth Advisors logo

Pacifica Wealth Advisors

Irvine, CA 92618
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Pacifica Wealth Advisors is a California-based firm that's been featured in multiple media publications. The firm serves individually affluent clients, recipients of sudden wealth, and small-to-mid-size businesses. The company president, Robert Pagliarini, has almost two decades of experience in the financial services industry. The firm offers business advisory services, 360-degree wealth management services, and services to help suddenly-wealthy people manage their assets.

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Pence Wealth Management logo

Pence Wealth Management

5000 Birch Street, Newport Beach, CA 92660
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Pence Wealth Management is an independent financial advisory firm that serves residents in Irvine. Focused on providing wealth management assistance for individual investors, it offers a wide range of services, from cash flow analysis, multi-generational wealth planning, asset gifting, and risk-adjusted portfolio management to distribution planning. The company, which has been serving since 1980, is headed by Laila Pence, a CFP who has appeared on media channels such as CNBC, Fox Business, and Reuters TV.

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PureFinancial.com logo

PureFinancial.com

2020 Main St Ste 690, Irvine, CA 92614
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Pure Financial Advisors is a registered financial advisory firm with multiple offices in the state, including one in Irvine. It specializes in tax-optimized investment management and retirement planning. Its experienced advisors meet directly with clients to discuss their unique financial objectives. They then help clients develop long-term strategies that help to maximize income and minimize taxes. Pure Financial Advisors provides services on a fee-only basis. It also assists with tax and estate planning.

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Retegy LLC logo

Retegy LLC

Irvine, CA 92618
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Retegy LLC focuses on helping pre-retirees smooth the retirement transition. The Irvine-based firm provides long-term and short-term financial planning services, creates customized retirement strategies, and handles investment management for clients. Founder Vladimir Kouznetsov is a certified financial planner who is also a member of the Ed Slott Master Elite IRA Advisor Group.

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Richard J. Ward, CFP logo

Richard J. Ward, CFP

400 Spectrum Center Drive, Irvine, CA 92618
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  • Retirement Planning

Richard J. Ward, CFP, helps the residents of Irvine obtain their financial goals. Having been in the industry for over 40 years, Richard works as a financial advisor under Stifel Financial Corporation, an investment firm with more than 400 offices throughout the country. He assists his clients in making holistic financial plans, provides them with investment management strategies, and helps them prepare for retirement. Richard wrote the book "Redefining Retirement: Finding Purpose and Passion for Your Second Half."

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Silversage logo

Silversage

19200 Von Karman Avenue, Irvine, CA 92612
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Located in Irvine, Silversage is a wealth management firm catering to the needs of professionals, high-net-worth families, and retirees. Its team of advisors offers investment consultation services covering asset allocation, tax efficiency, and risk evaluation. They pay attention to every detail, including IRA distributions, beneficiary designations, account registrations, and regulation changes, to avoid potential issues later on. Jeffrey M. Garell, the company's founding principal, has been in financial services for nearly 35 years. He is a member of the Financial Planning Association of Orange County.

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TSG Wealth Management logo

TSG Wealth Management

18800 Von Karman Avenue, Irvine, CA 92612
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  • Retirement Planning

TSG Wealth Management is a team of financial advisors that serves Irvine. It provides services such as investment or retirement planning, portfolio management, tax planning, and goal setting. Its business advisory division can assist companies in mergers and acquisitions, corporate retirement plans, and cash management. The team also offers risk management and insurance options, education planning services, and estate planning services. Established in 1965, TSG Wealth Management, has more than 300 years of combined experience in investment planning.

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Wealth Wise Financial Services logo

Wealth Wise Financial Services

9070 Irvine Center Drive, Irvine, CA 92618
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  • Estate Planning
  • Retirement Planning

WealthWise Financial Services is a wealth management firm that caters to the specific needs of business owners, key executives, and women investors. Based in Irvine, the firm helps individuals with retirement and estate planning and assists business owners with retirement plans and exit strategies. As a female-owned company, the firm helps women with the education and tools to control their finances. Company president, Loreen Gilbert, has over two decades of experience in the wealth management industry.

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Wirth Financial & Insurance Services logo

Wirth Financial & Insurance Services

Irvine, CA 92614
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Wirth Financial & Insurance Services has been serving individuals, business owners, and families for more than two decades. The Irvine-based firm creates long-term financial plans that address every aspect of a client's situation. Its aim is to help clients achieve their unique long-term goals and easily move through life's transitions, whatever they may be.

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WorthPointe logo

WorthPointe

895 Dove Street, Newport Beach, CA 92660
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  • Certified Financial Planner (CFP)

WorthPointe is a wealth advisory firm that serves clients in Irvine. It provides personalized financial planning services to individuals, families, and businesses. The firm allows clients to have their own financial dashboards online where they can monitor their documents, investments, insurance policies, credit cards, and retirement accounts in one place. Its founder and CEO, Christopher Van Slyke, has been in the wealth management industry since 1992. WorthPointe supports various charities such as the Center for Child Protection and Kinder4Rescue.

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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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