Expertise.com

2024

Last updated:

Best Financial Advisors in Newport Beach

Our Recommended Top 20

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

38Reviewed

30Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Newport Beach, CA
Free Consultation

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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.

  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Newport Beach, CA

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Why choose this provider?

Need help contacting a Financial Advisor in Newport Beach? 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.

Newport Beach, CA
WebsiteLicense: 4516694

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Review Sources

Facebook
5.0 (32)
Google
5.0 (7)

Why choose this provider?

Inspire Financial Planning is an independent fiduciary that serves clients in Newport Beach and throughout the U.S. The firm's founder, Jeff Headrick, draws from his over 20 years of financial advisory experience in managing the investable assets of high-net-worth families and individuals. He and his team create strategies to minimize estate taxes, optimize their retirement plans, and bring structure to asset management. They also deal with philanthropic pursuits and stock disbursements. Headrick holds a Series 65 license from the Financial Regulatory Authority.

  • Investment Management
  • Financial Planning
  • Wealth Management

3991 MacArthur Boulevard Suite 215, Newport Beach, CA 92660

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Google
5.0 (2)

Why choose this provider?

Integrity Wealth Management is a company that has been catering to clients in the Newport Beach metro and the surrounding communities since 2003. It offers a wide range of wealth planning services, including estate plan analysis, asset transfers, and beneficiary designation audits and reviews. The firm also provides insurance and tax reduction planning and mortgage reviews. Ralph Adamo, the president, has been working in the financial services industry since 1985. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations.

  • Retirement Planning

19200 Von Karman Avenue, Suite 370, Irvine, CA 92612

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Review Sources

Google
5.0 (1)

Why choose this provider?

Silversage offers personalized wealth management and financial planning to the locals of Newport Beach. Its advisors work closely with its clients in creating a comprehensive plan that satisfies their concerns and is aligned with their lifestyle and values. It also offers the Personal Focus Plan, which aims to simplify complex decision-making while offering as much depth and detail as the client requires. Jeffrey M. Garell, the founding principal, is a Certified Financial Planner with over 35 years of industry experience.

  • Finance Planning

23 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660

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Why choose this provider?

The Retirement Income Center has been serving clients in Newport Beach since 2012. Its income management service helps individuals and families meet their current and future expenses. This includes advice on investment portfolios that fit a client's risk tolerance. The company's advisors also provide retirement income planning so that people have a sustainable income in their golden years. Founder and President Robert Klein is a certified public accountant and a Certified Financial Planner with more than a decade of experience.

  • Certified Financial Planner (CFP)

5000 Birch Street, Suite 3000, Newport Beach, CA 92660

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Review Sources

Facebook
4.5 (5)
Google
5.0 (2)

Why choose this provider?

Emerald Wealth Management, Inc. (EWM) offers financial planning to the locals of Newport Beach. Some of its services include wealth accumulation, preservation, and distribution strategies; retirement income planning; personalized bookkeeping; investment monitoring and asset allocation; comprehensive personal, business, and retirement planning; and health and medicare insurance. EWM's team of associates includes professionals from unique backgrounds who give its clients multiple opinions, insight, and outlooks. The company has helped many individuals, families, and business owners develop solutions to their financial concerns.

  • Estate and Trust Specialist
  • Retirement Planning

5000 Birch St, West Tower, Suite 3000, Newport Beach, CA 92660

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Why choose this provider?

Mike Acevedo Financial Planning has been serving Newport Beach firefighters and police officers for more than ten years now. Traditional portfolio management is handled by the firm, which follows the fiduciary standard of care when providing retirement and tax planning advice. Life insurance, portfolio risk, and pension and DROP analysis are also other services offered by the firm. It is partnered with carriers such as Dynamic Wealth Advisors, Fidelity Investments, and Charles Schwab, and Ameritrade.

  • Certified Financial Planner (CFP)

1001 Dove Street Suite 155, Newport Beach, CA 92660

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Review Sources

Google
5.0 (2)

Why choose this provider?

J. Derek Lewis & Associates, Inc., provides financial advising services to clients in Newport Beach and the surrounding areas. It helps individuals prepare for the future financial needs of their loved ones by assisting them in creating financial plans. It also offers retirement income, Social Security maximization, and tax planning services. The company's president, J. Derek Lewis, has been helping clients with their investment matters since 1968. He started his financial career in 1966 as a bank officer at the Security Pacific National Bank.

  • Estate Planning

4675 MacArthur Ct., Ste. 545, Newport Beach, CA 92660

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Why choose this provider?

Since 1999, Reilly Financial Advisors has been catering to clients in Newport Beach. Individuals and families can get the firm's help with meeting short-term and long-term financial goals. It professionals assist in managing cash flow for college funds, insurance policies, and a retirement plan with a sustainable income. Its advisors also help with creating an investment portfolio that fits a client's goals and risk tolerance. Chairman Emeritus Don Reilly has more than 40 years of experience in the financial sector.

  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

1801 Dove Street, Newport Beach, CA 92660

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Review Sources

Yelp
4.0 (14)
Google
5.0 (2)

Why choose this provider?

Compak Asset Management is a financial advisory firm serving clients in Newport Beach. It assists individuals with estate, net worth, income tax, and retirement planning by designing financial plans and implementing complementary strategies. These strategies may include developing business succession plans, reviewing investments, establishing spending and savings plans, and building emergency funds. Company president Moeez Ansari has 40 years of investment experience, including financial risk management, mutual fund selection modeling, and portfolio optimization.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

4343 Von Karman Ave, Suite 250T, Newport Beach, CA 92660

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Review Sources

Facebook
5.0 (2)
Google
5.0 (1)

Why choose this provider?

Alpha Wealth Partners is a financial and investment planning firm that serves clients around Newport Beach. It provides comprehensive and actionable advice for matters related to tax, retirement, and education planning. It helps mitigate risks and minimize liabilities due to disability or illnesses by offering insurance plans. It also assists business owners in category consultation as well as valuation assessment. With over 50 years of collective experience, its advisors have handled over $100 million in client assets. The company’s President Stefan Reddrick, has proudly been delivering experience and service since 1998.

  • Certified Financial Planner (CFP)

4695 MacArthur Court, 11th Floor, Newport Beach, CA 92660

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Why choose this provider?

Havaplan Financial is an advisory firm serving Newport Beach. Its clients include individuals who are starting out, settling down, entering midlife, near retirement, and enjoying retirement. It offers comprehensive financial planning and guidance on financial questions. It also helps clients develop long-term investment strategies based on their risk tolerance and individual goals. Classes on retirement savings and investments are also available. Founder Laurie Dubchansky has held her CFP designation since 2015 and volunteers at Women Investing in Security and Education.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

520 Newport Center Dr 300, Newport Beach, CA 92660

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Review Sources

Facebook
4.8 (33)
Google
4.8 (5)

Why choose this provider?

The Bahnsen Group offers financial guidance to businesses and individuals in Newport Beach. Its team of advisors assists clients with financial, tax, and estate planning. It also guides with legal matters, risk management, and lifestyle services such as elder care management, college preparation, and personal bookkeeping. The firm manages over $3.2 billion in client assets. It is helmed by managing partner and chief investment officer David L. Bahnsen. Bahnsen is a regular contributor to Forbes and National Review.

  • Private Wealth Advisor

4100 MacArthur Blvd, Ste 120, Newport Beach, CA 92660

Expertise.com Rating

Review Sources

Google
4.2 (5)

Why choose this provider?

The Spinnaker Investment Group provides wealth management services to individual professionals, small businesses, and corporations in Newport Beach. The firm helps in financial planning, college funding, estate overview, property management, health care evaluation, and balance sheet preparation. It operates on goal-based investing with the core belief that everyone has the opportunity to develop a financial portfolio. Morgan Christen, the CEO and chief investment officer, is a Certified Financial Planner who brings 26 years of investment management experience.

  • Certified Financial Planner (CFP)

4 Upper Newport Plaza, Suite 201, Newport Beach, CA 92660

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Review Sources

Google
5.0 (4)

Why choose this provider?

RS Crum, Inc., is a wealth management company that caters to families and business owners around Newport Beach. It helps clients by providing personalized advice and developing strong goals-driven relationships with them. From estate and retirement planning to debt management and insurance products, it helps them devise a customized plan that will cover any specific financial concerns. With a team that includes six Certified Financial Planners, it strives to bring different perspectives and collaborative decisions in forwarding their client's needs.

  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

4343 Von Karman Avenue, Suite 250L, Newport Beach, CA 92660

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Review Sources

Yelp
5.0 (15)
Facebook
5.0 (14)
Google
5.0 (1)

Why choose this provider?

Bridge Financial Management is an investment advisory firm serving Newport Beach. It advises clients on how to best utilize their assets and manage their finances using well-thought-out plans tailored to their needs. Its financial planning program assists clients in developing plans and reviews them regularly to monitor performance. This program also includes cash flow and budgeting techniques and retirement planning. It also recommends investment strategies and advises on their potential risks.

  • Certified Financial Planner (CFP)
  • Financial Planning

500 Newport Center Drive, Suite 500, Newport Beach, CA 92660

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Review Sources

Google
4.0 (1)

Why choose this provider?

Since 1985, Tarbox Family Office has been helping clients in Newport Beach. It deals with a wide range of financial services, from wealth transfer planning and risk management to asset protection and liability management. The company also provides tax preparation solutions. It has experience with investment management and educates clients on assets like bonds and stocks. The company's founder, Laura Tarbox, is the recipient of the Distinguished Instructor Award from the University of California, Irvine. She has been featured in the Los Angeles Times.

  • Financial Planning

620 Newport Center Dr, Suite 680, Newport Beach, CA 92660

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Review Sources

Google
5.0 (1)

Why choose this provider?

Rodriquez Wealth Management is a company serving the Newport Beach area. Since 1995, the firm's team has been transitioning and reserving clients' wealth. The firm's financial advisors suggest investing and accumulation methods for children's education, help manage clients' retirement assets, and construct tax-efficient investments to help decrease tax obligations. They also offer estate planning, risk management, and employee and executive benefits packages. Jesse Rodriquez, the firm's owner, was named one of Forbes' Best-In-State Wealth Advisors in 2021.

  • Certified Financial Planner (CFP)

3333 Michelson Drive #300, Irvine, CA 92612
WebsiteLicense: 309261

Expertise.com Rating

Review Sources

Google
5.0 (16)
Yelp
5.0 (10)
Facebook
5.0 (9)

Why choose this provider?

Windfall Advisors LLC is an RIA-registered investment advisory firm that works with individuals and families in Newport Beach. It operates on a fee-only, fiduciary basis and specializes in advising, financial planning, and investment management for financial windfall recipients. Daniel Scott Johnson, the firm's founder and lead financial advisor, has a regulatory history in all 13 years of practice and holds the Chartered Retirement Planning Counselor designation. Windfall Advisors has been featured on CNN, CNBC, and Malibu Magazine.

  • Estate Planning
  • Financial Planning
  • Wealth Management

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.

  • Why is it important to integrate your tax strategies with your overall wealth management plan in Newport Beach?

    It is essential to integrate your tax strategies with your overall wealth management plan in Newport Beach because it can help you optimize your income and reduce tax burdens. It also allows you to transfer your wealth to your loved ones and charities. Whether you are a business owner, an executive, or a high-net-worth individual, you can integrate your tax strategies with your overall wealth management plan.

  • How much is the maximum contribution for a 401(k) plan in Newport Beach?

    If you are an employee in Newport Beach, you need to follow the maximum contribution requirement set by the Internal Revenue Service. According to the IRS, as of 2023, employees under 50 years old must pay $22,500 per year. If you are 50 or older, you can have an additional $7,500 catch-up contribution.

  • Can you withdraw funds from a 401(k) plan in Newport Beach?

    Yes. You can withdraw funds from a 401(k) plan in Newport Beach. However, the money will be taxed as ordinary income, which is why you are encouraged to save outside funds for emergencies and expenses to prevent withdrawal. You must also be at least 59 ½ or have a total or permanent disability to withdraw money and avoid penalties.

  • What tax benefits in Newport Beach can you get from incentive stock options?

    Incentive stock options provide tax benefits to investors. With the ISO, you do not need to pay taxes while exercising your shares. The only time you need to pay taxes is when you sell your shares. The stock's gains can be capital gains rather than ordinary income if you wait at least one full year after your shares have been vested.

  • What common mistakes do Newport Beach business owners make?

    Business owners in Newport Beach sometimes make mistakes that can lead to serious pitfalls. Their financial or business-related issues may be caused by inadequate bookkeeping support, inefficient insurance plans, or incorrect corporate structure. They sometimes pay themselves more than enough or use liquid funds to pay illiquid purchases and their business accounts to pay for personal expenses.

  • 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.