Expertise.com
2024

Last updated:

Best Financial Advisors in Murrieta

Our Recommended Top 12

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 Murrieta Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

37

Reviewed

27

Curated

12

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Murrieta, CA

Why choose this provider?

Need help contacting a Financial Advisor in Murrieta? 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
25220 Hancock Ave Ste 240, Murrieta, CA 92562
  • Certified Financial Planner (CFP)

Why choose this provider?

Based in Murrieta, D. Canada Financial Group serves a wide range of clients, including non-profits, families, women investors, retirees, and business owners. Since 1999, the firm has been providing various services, such as corporate retirement plan consulting, financial planning, investment solutions, portfolio management, business planning, and fixed income solutions. One of its financial advisors, Mark Sapienza, is an asset management specialist who has more than 17 years of industry experience. D. Canada Financial Group caters to clients in over 24 states in the United States.

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
25220 Hancock Ave 310, Murrieta, CA 92562
  • Financial Planning

Why choose this provider?

Intelligence Driven Advisers is a local firm that provides financial planning, investment advisory, and wealth management services for individuals and families based in Murrieta. Its financial advisors assist in developing a solid and understandable plan to help achieve financial goals in life. In addition, they handle investment management and 401(k), and business retirement plans. David Brasfield, the firm's managing director and wealth advisor, has been specializing in retirement and wealth planning for more than two decades.

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 (11)
Google
5.0 / 5 (4)

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

Established in 2008, Invicta Financial Group helps the residents of Murrieta achieve financial success. The veteran-owned firm serves families and businesses through comprehensive financial planning. It provides wealth management services, including asset allocation, annuities, and TQRP. The company's offerings also include estate and business planning. The core professionals at Invicta Financial Group include business and estate attorneys, realtors, and mortgage specialists. The firm’s CEO, Barry D. Todd, is a Chartered Financial Consultant and Chartered Federal Employee Benefits Consultant.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
27555 Ynez Rd, #212, Temecula, CA 92591
  • Retirement Planning
  • Finance Planning

Why choose this provider?

Enduring Wealth Advisors offers financial advice to the locals of Murrieta. The firm helps its clients keep their goals and dreams in focus as they go through life's financial milestones, such as saving for education and retirement. It also handles wealth accumulation, income protection, and estate preservation. It is the firm's aim to stay alongside its clients throughout their life's journey to provide constant financial services. Ralph Bender, a Certified Financial Planner, founded the firm in 2009. He has been an independent financial consultant since 1993.

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

Website
41856 Ivy St., Suite 113, Murrieta, CA 92562
  • Retirement Planning
  • Financial Planning

Why choose this provider?

MD Brown Financial is an advisory firm serving individuals, families, and businesses in Murrieta. It has been in the industry for over 35 years, helping clients define their financial objectives and manage their monetary assets. Owner and managing partner Michael Brown is a Certified Financial Planner. He specializes in personalized financial strategies, cash flow analysis, asset allocation reports, and retirement planning. Brown also reviews investment and savings, business agreements, and life and disability income insurance coverages.

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
25185 Madison Ave, Suite A, Murrieta, CA 92562
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Estate and Trust Specialist

Why choose this provider?

Leeward Wealth Management is a financial advisor that serves clients in Murrieta. It helps individuals and families achieve their financial goals by designing wealth management plans that integrate retirement, tax, and estate planning. Its financial advisors assess clients' personal situations, identify their goals, and understand their risk tolerance when crafting personalized financial plans. They assess progress in a proactive manner and make adjustments when necessary. Founder Leslie Valant has 17 years of industry experience.

Website
43980 Margarita Rd Suite 201, Temecula, CA 92592
  • Tax Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Serving the Murietta area, La Pointe helps individuals build and preserve their financial future. The firm guides clients in making the right financial decisions for their wealth by providing professional advice and knowledge. Its team of wealth advisors offers individual retirement and personal financial planning services. They also help clients protect their wealth through offerings like asset allocation and investment portfolio management. La Pointe invests in the community by supporting nonprofit organizations like the Thompson Tansky Foundation.

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
29970 Technology Drive, Suite 111, Murrieta, CA 92563
  • Certified Financial Planner (CFP)
  • Finance Planning

Why choose this provider?

RMH Advisors, LLC, assists clients in Murrieta with their financial planning concerns. The company aims to help individuals and families make educated choices about investing, estate conservation, risk management, and retirement based on their lifestyle and future goals. Mary Hunt, the service manager and owner of the firm, oversaw her family's real estate business and has been active in financial services ever since. She co-founded RMH Advisors with her husband Ross, and together, they handle taxes, cash flow statements, and insurance.

Website
41601 Laurel Valley Cir, Temecula, CA 92591
  • Certified Financial Planner (CFP)

Why choose this provider?

GC Asset Management is a consulting firm that offers financial security solutions in the Murrieta metro and the surrounding communities. It caters to real estate investors, business owners, and high-income earners and provides them with tax reduction and business profit services. The company also accommodates individuals who need comprehensive wealth management solutions. It conducts meetings to determine clients' financial goals and create plans tailored to their budget. GC Asset Management's specialists are Certified Financial Planners.

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 (7)

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
  • Financial Planning

Why choose this provider?

Ross & Mary Hunt, Inc., is a full-service wealth management firm that has been operating in Murrieta since 1982. It helps clients in building a financial plan during different life transitions such as divorce, retirement, and pre-retirement. Its team of professionals also works with medical professionals, business owners, heirs, inheritors, and lottery winners in managing their finances. One of them is Ross Hunt who is a Certified Financial Planner who also offers life, disability, health, and long-term care insurance.

Frequently Asked Questions

  • 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.

  • Do banks in Murrieta offer financial advisory services?

    It depends. Some big banks, like Wells Fargo and J.P. Morgan, offer financial advisory services to those who want to purchase different investment products in Murrieta. Small financial institutions, on the other hand, provide recommendations to clients interested in building their investment portfolios and allocating assets into stocks, bonds, or cash.

  • How often should Murrieta-based investors meet with their financial advisors?

    The frequency of financial advisory meetings often depends on the complexity of the investor's monetary issues. Most advisors in Murrieta provide different meeting frequency options should their clients want to have quarterly, annual, or semi-annual discussions. Other financial advisory firms also provide applications wherein clients can easily track their investments online instead of scheduling in-person meetings.

  • Is it advisable for employees with 401(k) plans in Murrieta to leave their jobs even if they are not fully vested?

    No, it is not advisable for employees with 401(k) plans to leave their jobs if they are not fully vested. Workers in Murrieta who choose to retire or resign before fulfilling their vesting requirements will also forfeit their unvested shares. They can only keep and withdraw the funds they have personally contributed.

  • What is the current IRA contribution limit in Murrieta?

    The contribution limit for combined Roth and traditional IRAs in Murietta is $6,500. There is also an increase of $1,000 for participants aged 50 and older who want to make catch-up contributions. However, note that these limits do not apply to those with qualified reservist payments and rollover contributions.

  • Should Murrieta residents still make IRA contributions while participating in employer-sponsored retirement plans?

    Yes, Murrieta residents should still make IRA contributions even when participating in employer-sponsored retirement plans. Individuals with Roth IRAs and 401(k) plans have the opportunity to retire early if they consistently make contributions to tax-advantaged accounts. However, there are also Roth IRA limits for those with salaries higher than the median income.

  • 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.