Laurels

Best Financial Advisors in Sacramento
2021

Why These Financial Advisors?

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

Reviewed Curated Top Picks 121 78 15

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Adams Ashby Financial Advisors

Adams Ashby Financial Advisors is a skilled financial planning company located in Sacramento, California that was established by Jeff Adams in 2009. Since he founded his company, it has grown into a respected and trusted financial planning service provider that has maintained a dedication to excellence, professionalism, and integrity. His company provides many services including financial planning, investment management, and portfolio reviews. Adams Ashby Financial Advisors features many important resources online including how to select the proper financial advisor, CFP learning center resources, and information about the RIA.

Sacramento, CA 95864

Website

Capital Planning Advisors

Capital Planning Advisors is a premier wealth management company located in Roseville, California that is entirely committed to providing financial integrity, clarity, and excellence. Every client is ensured to receive the most excellent financial advice, and investment advisory, and tactical asset allocation. Partner and founder, Lawrence A, Hansen, along with his team provide many services to the area including financial planning and security, wealth management, and asset protection.

Roseville, CA 95661

Website

Chamberlain Financial Planning & Wealth Management

Chamberlain Financial Planning & Wealth Management is a premier financial planning company located in Sacramento, California that is dedicated to aiding their clients in finding financial peace of mind. Their comprehensive financial planning and investment services were designed to operate on a fee-only basis. There are many services provided by Chamberlain Financial Planning & Wealth Management such as financial planning, investment and wealth management, investment oversight, and financial goal setting. There are many valuable resources featured online about evidence-based investing, young professionals, widows and widowers, proper estate planning, and much more.

Sacramento, CA 95825

Website

Empyrion Wealth Management

Empyrion Wealth Management is a skilled financial planning company located in Roseville, California that was established in 1989. Since their founding, they have become one of the most trusted and respected wealth management businesses in the area, and they have maintained their commitment to the financial well-being of their clients. Empyrion Wealth Management provides many services such as financial planning, asset protection, portfolio monitoring, and goal setting.

Roseville, CA 95661

Website

Fergerson Financial

Fergerson Financial was established by CPA Rick Fergerson in El Dorado Hills, California with a focus on all retirement based financial planning services. Rick has been certified for almost 30 years, and he has many years of financial planning industry experience. His company provides many services to the area including financial planning, wealth management, investment policy statements, fiduciary meetings, and group educational meetings.

El Dorado Hills, CA 95762

Website

Gasber Financial Advisor, INC.

Gasber Financial Advisors, INC. is a fee-only personal financial planning company located in Folsom, California that was established in 1995. Since then, they have become one of the most trusted and respected financial advisor firms in the area, and they have proven their dedication to their client’s financial wellbeing. Gasber Financial Advisors, INC. is proud to provide a variety of financial planning services including initial interviews, information gathering and assessments, analysis and plan preparation, plan presentation, plan implementation, and ongoing wealth management meetings.

Folsom, CA 95630

Website

Ideal Life Financial Advisors

Ideal Life Financial Advisors was established in Folsom, California with a goal to assist the members of their community in finding financial peace of mind. The advisors understand that life is much more important than money, which is why they strive to ensure each client is provided with superior financial planning services. Ideal Life Financial Advisors provides many services such as financial planning, estate plans, tax plans, business consulting, business planning, estate plans, trusts, wills, and much more.

Folsom, CA 95630

Website

Impact Financial Advisors

Impact Financial Advisors is a team of passionate and professional financial advisors located in Davis, California that believes that their clients are more important than their money. The consultants strive to work closely with everyone to ensure that their goals are identified, their concerns are addressed, and that they are exceedingly satisfied. Impact Financial Advisors is proud to provide many services including financial planning, financial plan development and implementation, and consultations.

Davis, CA 95618

Website

Lynch Financial Advisors

Lynch Financial Advisors was established in Roseville, California with a dedication to working closely with clients to assure they get the best financial representation possible and to adequately protect their assets. They provide many services to the community including financial independence planning, portfolio analysis, educational planning, goal setting, debt management and reduction, record keeping, estate planning, and much more. Lynch Financial Advisors is a registered member of the National Association of Personal Financial Planners and is affiliated with many organizations such as the Alliance of Cambridge Advisors.

Roseville, CA 95661

Website

Rossi Financial Group

Rossi Financial Group is an ethical, honest, and independent financial advisory company located in El Dorado Hills, California that strive to ensure each client is completely satisfied. The owner, Paul R. Rossi, CFA, has years of industry experience and is a member of various organizations including Vistage International-Advisory Group, CFA Digest, and the San Francisco CFA Society. Rossi Financial Group provides many services to the community such as financial planning, estate and tax planning, 401K administration, retirement planning, life transition planning, and business succession services..

El Dorado Hills, CA 95762

Website

Waddel & Reed Financial Advisors

Waddell & Reed Financial Advisors was established in Sacramento, California with a mission to provide the members of their community with sound financial guidance that garners their clients with financial peace of mind. Their team of Advisors works closely with each client, ensuring they are awarded the best results, and that they achieve their financial goals. Waddell & Reed Financial Advisors provides many services such as financial planning, education funding, insurance and investment consultations, retirement planning, and much more.

Sacramento, CA 95815

Website

Young Wealth Management

Young Wealth Management is a team of certified financial planners located in Sacramento, California that was established by Kevin M. Young. He is a certified financial planner with many years of industry experience, and he started his company with a mission to provide his community with the soundest financial guidance. Young Wealth Management provides many services including financial planning, risk management, investment management, retirement and education planning, and tax preparation services.

Sacramento, CA 95821

Website

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