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Best Financial Advisors in Santa Maria

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Santa Maria, CA
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement 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

Santa Maria, CA

Why choose this provider?

Need help contacting a Financial Advisor in Santa Maria? 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
PO Box 13237, San Luis Obispo, CA 93406
  • Investment Management
  • Financial Planning

Why choose this provider?

ALTUS Wealth Solutions is an investment advisory firm that helps clients in the Santa Maria metro maximize their financial resources. It offers a variety of services such as financial planning, investing, investment risk, and life insurance. Its founder and financial advisor, John D. Buerger, comes with almost 20 years of industry experience and adheres to the fiduciary standard of care. He founded the company in 2007 to provide clients with services that put their best interests forward. He is a Certified Financial Planner.

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
956 Walnut Street Suite 200, San Luis Obispo, CA 93401
  • Wealth Management
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Foronjy Financial offers investment management services to the residents of Santa Maria and the surrounding areas. Understanding the value of people's time, its team of financial advisors helps clients remove risks from their retirement plans by avoiding critical 401(k) mistakes. Its principal wealth manager, Bryan Foronjy, who is also the firm's founder, is a Certified Financial Planner. He helps clients map a personalized retirement plan by listening to their needs and asking questions on their desired financial future.

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)

Website
70 Santa Felicia Drive, Goleta, CA 93117
  • Private Wealth Advisor
  • Investment Management

Why choose this provider?

Walpole Financial Advisors, LLC, is an advisory firm that helps families, individuals, and business owners in Santa Maria. The firm provides planning services that cover wealth management, charitable planning, and wealth enhancement. Its team of professionals assists with the management of business enterprises, investment portfolio creation, and retirement planning. One of them, Kirk Stovesand, is a certified public accountant. He is also a Certified Financial Planner and Certified Private Wealth Advisor.

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

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.

  • Can your funds be mixed with other clients for management purposes in Santa Maria?

    No. In Santa Maria, your investments are held in dedicated accounts under your name, the name of a trust or chosen entity, and the relevant tax identification number. This segregation ensures that each client's funds remain separate and distinct, preserving the exclusivity of their assets. Consequently, funds are not mixed with other clients for management purpose.

  • How do you choose a financial advisor for your family in Santa Maria?

    When selecting a financial advisor for your family in Santa Maria, begin by gaining insight into the advisor's compensation method, as there are no free services, and a transparent payment structure benefits both parties. Assess the advisor's qualifications to ensure they align with your specific requirements. Lastly, look for an advisor offering a complimentary initial meeting to evaluate their attentiveness to your concerns and commitment to prioritizing your best interests.

  • What do investment management companies in Santa Maria can offer?

    In Santa Maria, investment management companies provide personalized and comprehensive investment plans based on clients' values and goals. They take a holistic approach to financial planning, considering various aspects like insurance, trust arrangements, taxes, and retirement. These firms use unbiased research and collaborate with other advisors to implement sound strategies. Additionally, they can offer ongoing monitoring and support to keep investment portfolios on track.

  • What is the difference between an investment advisor and a financial planner in Santa Maria?

    Investment managers and financial advisors have distinct roles and responsibilities that set them apart in Santa Maria. For instance, investment advisors focus on managing assets and have a fiduciary duty to their clients. On the other hand, financial planners offer comprehensive financial guidance, which includes budgeting, taxes, insurance, and retirement planning. These professionals may have different compensation structures and hold various securities licenses.

  • How can you determine if you require the services of a financial advisor or an investment manager in Santa Maria?

    Consider your specific goals and priorities to determine whether you need a financial advisor or an investment manager in Santa Maria. Financial planners focus on wealth enhancement and future planning, while investment advisors specialize in building portfolios with strategies and diversification. Assess whether you want portfolio improvement or overall financial growth.

  • 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.