Best Financial Advisors in Irvine

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.

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.

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.

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.

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.

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.

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.

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.

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."

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.

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.

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.

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.