Expertise.com

2024

Last updated:

Best Financial Advisors in Menifee

Our Recommended Top 17

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

36Reviewed

28Curated

17Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Menifee, CA
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Menifee, CA

Why choose this provider?

Need help contacting a Financial Advisor in Menifee? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
29826 Haun Rd Ste 206, Menifee, CA 92586
  • Finance Planning

Why choose this provider?

Taylor Wealth Management Group serves clients throughout Menifee and its neighboring areas. This private wealth advisory practice of Ameriprise Financial Services LLC assists clients in taking control of their finances by helping them create strategies concerning retirement, taxes, asset management, and estate planning. It also guides clients in planning for life and long-term care insurance, education costs, and charitable strategies. Ivette Taylor, firm co-principal, is a CFP® and CRPC® professional. She has been in the industry for 16 years and also offers women's financial strategies.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
27192 Newport Rd. Suite 4, Menifee, CA 92584
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation

Why choose this provider?

Royal American Financial Advisor, LLC, is a company that caters to the residents of Menifee. Its personnel educates aspiring investors on the finer points of investing their earnings. The firm offers fiduciary planning advice covering a variety of money concerns from mitigating tax liabilities to budgeting for retirement and family expenses. The establishment remains independent, which enables the coaches to give unbiased counsel to its clients. One of its coaches, John Borger, holds a CFP designation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
25220 Hancock Ave 310, Murrieta, CA 92562
  • Certified Financial Planner (CFP)

Why choose this provider?

Serving Menifee and the nearby areas, Intelligence Driven Advisers provides assistance in financial planning and wealth management. The company serves private clients and their institutional, philanthropic, and corporate affiliations. Its services include investment management consulting, estate planning, cash flow analysis, business and wealth succession, and risk management and asset protection. It also offers business retirement plans and 401(k) services to help companies mitigate fiduciary liability while optimizing their investment opportunities. The firm's managing director, David Brasfield, is a Chartered Retirement Plan Specialist.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
25185 Madison Ave A, Murrieta, CA 92562
  • Certified Financial Planner (CFP)

Why choose this provider?

Kimberly Surber is a Certified Financial Planner who serves families in and around Menifee. She is also a Certified Divorce Financial Analyst, which qualifies her to advise clients on various financial matters of divorce and assist them with the process. In addition, she collaborates with clients' lawyers on all financial aspects of their cases, including preparing paperwork and supporting documentation. When necessary, Kimberly can also testify as an expert witness on the financial aspects of cases filed in court.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
41197 Golden Gate Circle #101, Murrieta, CA 92562
  • Tax Planning
  • Finance Planning

Why choose this provider?

MPK Advisors & CPAs is an accountancy firm serving Menifee. It focuses on providing traditional compliance services, including financial management, tax preparation and planning, and business consulting. Its financial management services aim to guide clients in accelerating their business growth and securing their financial future. Its advisors provide individualized strategies and advice to help them interpret and analyze the clients' financial information. The firm also serves the needs of associations, federations, churches, and non-profit organizations, helping them make wise financial decisions.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Website
43980 Margarita Rd Suite 201, Temecula, CA 92592
  • Wealth Management

Why choose this provider?

La Pointe Wealth Advisors serves individuals and families in Menifee and surrounding areas that are seeking to build and preserve their wealth. It offers various financial advising services, such as income and investment returns, retirement and estate planning, and risk and tax management. It looks into the clients' time horizons, risk tolerance, and investment objectives in order to create a plan suitable to their needs. Founder David La Pointe hosted the radio show "Money Matters" for over 13 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
30650 Rancho California Rd., Temecula, CA 92591
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Why choose this provider?

Team Tax offers tax preparation services to individuals and businesses in Menifee and its neighboring metros. Its advisors aim to maximize clients' savings and update them on the latest tax law changes. They offer tax planning, virtual tax preparation, and wealth management services. Its tax planning services include the financial aspect of clients' rental properties and trust and multi-state returns. As enrolled agents, the firm's professionals conduct their services by adhering to the IRS codes of conduct.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
29970 Technology Drive, Suite 120, Murrieta, CA 92563
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

Ross & Mary Hunt, Inc., is an independent fiduciary-based financial services firm that has been serving Menifee and the surrounding areas for more than two decades. It caters to a wide range of clientele, including widowers, divorcees, medical professionals, business owners, heirs, and lottery winners. The company provides a variety of services, such as retirement planning, tax and estate planning, insurance planning, and risk management. It handles RMDs, Roth IRAs, and 401k plans. Co-founder Ross Hunt is a Certified Financial Planner.

Website
25185 Madison Ave, Suite A, Murrieta, CA 92562
  • Certified Financial Planner (CFP)

Why choose this provider?

Leeward Wealth Management serves individuals and families in Menifee. Its financial professionals help clients develop financial plans for milestones like college education and retirement, assisting them in utilizing available assets like 529 savings plans and Social Security benefits to meet their financial goals. The company also offers accounting and tax planning services that help clients reduce their tax obligations. Senior wealth advisor Karen Vaught holds the Accredited Asset Management Specialist designation from the College of Financial Planning.

Website
22525 Pin Tail Drive, Canyon Lake, CA 92587
  • Retirement Planning

Why choose this provider?

Nautilus Tax and Wealth Solutions is a firm serving Menifee and the surrounding communities. It assists individuals and businesses with their financial needs by providing a wide range of tax and accounting needs, including business consulting, retirement planning, and IRS representation. Its CPA, Lawrence L. Lathrop, helps develop and finalize financial statements that impact management decision-making and represents businesses to interested parties. He also conducts financial analyses for continued business growth and prosperity.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.6 / 5 (19)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
41856 Ivy St. Suite 113, Murrieta, CA 92562
  • Retirement Planning

Why choose this provider?

MD Brown Financial is an advisory firm serving Menifee. For more than 35 years, it has been assisting businesses and individuals in developing plans that address their needs, such as maximizing their wealth, reducing debts, or preparing for retirement. In addition, it educates them on the products, services, and strategies that align with their financial goals. Its range of services includes cash flow analysis, investment and savings review, personalized financial strategies, retirement planning, and asset allocation reviews.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (4)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
41593 Winchester Rd., Suite 200, Temecula, CA 92590
  • Financial Planning

Why choose this provider?

Invicta Financial Group is an independent financial services firm that offers financial planning solutions to families and businesses in Menifee. For more than 12 years, the company has been assisting clients with retirement planning, estate strategies, wealth management, and business planning. CEO Barry D. Todd holds designations as a Certified Chartered Financial Consultant and Chartered Federal Employee Benefits Consultant. Before working as a financial advisor, he served in the United States Army Range for 21 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
43180 Business Park Dr, Suite 202, Temecula, CA 92590
  • Chartered Financial Analyst (CFA)

Why choose this provider?

News Financial is an independent firm that has been offering financial services for individuals and institutions in Menifee for more than three decades. The firm's president and CEO, Scott A. Chon, focuses on financial strategy and wealth management. Chon and his team also have specialized programs that allow clients to have access to various investment and portfolio management, including mutual funds, alternative investment, stocks, and ETFs. Employer-sponsored plans are also available, such as 403(b), Simple IRA and Simple Roth IRA, and SEP IRA.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
27186 Newport Road, Ste. 2, Menifee, CA 92584
  • Finance Planning

Why choose this provider?

Karl Schorr Wealth Management LLC is an independent financial planning firm serving Menifee and the nearby areas. It partners with professionals like accountants and attorneys to provide clients with an array of comprehensive financial planning services, ranging from tax planning and investment management to estate planning. The firm maintains regular communication with clients to provide them with financial advice concerning their changing circumstances and financial goals. Founder Karl Schorr has over five years of industry experience and has limited working proficiency in German.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (14)

Website
41391 Kalmia Street Suite 330, Murrieta, CA 92562
  • Retirement Planning

Why choose this provider?

Davies Financial Advisors is a firm serving Menifee and surrounding communities. It assists individuals from different levels of wealth in managing their finances by building a customized financial plan. It can include accumulation, retirement planning, taxation, risk management, and exit planning. The wealth management process involves identifying the risks, opportunities, and strengths of the client's financial situation. The firm's president, Andy Davies, is a Certified Financial Planner, an Accredited Investment Fiduciary designee, a Certified Estate and Trust Specialist, and a Certified Fund Specialist.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What other alternatives to traditional savings accounts in Menifee?

    Some investment alternatives to traditional savings accounts in Menifee include: -Opening an online savings account provides lower to no overhead fees, convenient digital accessibility, and higher interest rates on deposits; -Engaging in peer-to-peer lending enable the lender to earn interest on loan payments made by borrowers, without incurring any costs to a facilitator such as a bank; -Investing in high-dividend stocks allow you to receive a portion of the company's profits as a shareholder.

  • How can financial advisors in Menifee assist in a divorce?

    Financial advisors in Menifee can assist spouses assess their financial situation before divorce, estimate the money and fiscal implications of separation, and create risk management strategies. The advisor negotiates a fair divorce settlement and asset division. After the divorce, the financial advisor helps clients transfer and re-title their share of marital assets to new accounts, create a budget inclusive of savings plans, provide investment advice, and obtain a qualified domestic relations order to divide pension or retirement funds with their ex-spouse.

  • What conversations should you discuss with your financial advisor in Menifee every midyear review?

    During your midyear meeting with your Menifee financial advisor, you should review your progress toward your financial goals and make any necessary changes. Additional topics for discussion include cash flow and budget reviews, investment performance analyses, debt management and insurance coverage assessments, estate planning updates, and an examination of retirement savings progress.

  • How does the diversification strategy work in investing in Menifee?

    Diversification is an investment strategy that allows you to manage your risk by spreading your money across different investments in Menifee such as stocks, bonds, real estate, and cash alternatives. Diversification, on the other hand, does not guarantee profit or protect against loss. You can expect less volatility and more consistent results from your portfolio.

  • Do financial advisors receive compensation from the investment products they offer in Menifee?

    Financial advisors in Menifee may receive commissions from the investment products they recommend to you. The issuing company, such as a financial institution or insurance carrier, pays the advisor in this case. When looking for a financial advisor, make sure to ask how they are paid. You can expect to pay flat fees, a percentage of assets under management, or commissions.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.