Best Financial Advisors in Honolulu, HI

Financial Planning Hawaii is a Honolulu-based firm that offers comprehensive and personalized investment and financial planning guidance to individuals and families. Its integrated approach to financial planning involves organizing, centralizing, monitoring, and maintaining all aspects of each client's financial life through the use of a client-facing software. Its founder, John Robinson, has been a financial advisor since 1989 and has twice been on Investopedia's list of the Top 100 Most Influential Financial Advisors in the country.

Financial Architects of Hawaii, LLC, has been providing personalized financial services to individuals, families, and businesses in Honolulu for more than 40 years. The firm assists clients in managing their cash flow and educating them on investment strategies. It also helps in securing retirement and college savings plans. In addition, it handles different kinds of insurance solutions to personal, life, and liability needs. Morris Kunita, one of the firm's financial advisors, holds a series of FINRA registrations.

With several branches in different states, AIO Financial offers financial services in Honolulu. Its advisors offer comprehensive financial planning such as insurance analysis, impact investing, investment management, and retirement planning. It also offers ex-pat financial planning for US citizens living abroad. Bill hosts the AIO Financial Podcast & Blog that tackles different topics such as investment impact evaluation. He is also the author of “Sustainable, Responsible, Impact Investing Guide.” Bill is fluent in speaking both English and Spanish.

Pathfinder Financial Services is a Kailua-based fiduciary firm that serves the Honolulu area. Covered in its line of services is investment supervision which involves managing risks within a certain time frame. In addition, through its Discover/Decide/Do service, the firm assists clients undergoing life transitions that concern receiving an inheritance, selling a business, or retiring. Pathfinder Financial Services was founded in 2003 by David Jacobs, a CFP and NAPFA University founding member who spent two decades in the field of computer research.

Ark Wealth Advisory Group provides services to clients in Honolulu. It offers financial planning and wealth management services that help individuals understand and preserve their finances. It also caters to clients who want to construct their portfolio, determine their wealth's risk, and establish investment goals. The company's senior vice president, Michael Ark, has been in the industry since 1984. Ark also supports the American Cancer Society, Red Cross, and the Institute for Human Services, Hawaiian Humane Society.

Retirement Partners of Hawaii serves employers, plan sponsors, and employees in Honolulu. The firm offers fiduciary guidance and financial wellness programs. It assists clients in choosing service providers and aids them in developing financial steps that are appropriate for their employees' retirement investment plans. The team of financial advisors directs its services to law firms, credit unions, and construction companies. Ken Kaneshiro and Michael Tokushige are managing partners at the firm. They lead a group of LPL financial advisors.

Coda Financial Group is a financial planning firm that serves clients throughout the Honolulu area. It assists clients in managing the four areas of their financial opportunities, namely their wealth, estate, taxes, and risks. It guides clients in creating sustainable retirement income plans and inheritance plans and utilizing tax-advantaged programs. It also helps them assess their life insurance needs and long-term care plans. Edward Coda, principal of the firm, has worked in the financial service business since 1986 and is a Certified Financial Planner.

Mosaic Pacific Investment Advisors is a firm that serves Honolulu. It assists clients in opening accounts with Custodians such as TD Ameritrade or Charles Schwab, portfolio management, and asset transfer. The firm also helps clients with investment products such as mutual funds, bonds, stocks, and UITs. It acts as an ERISA 3(38) Investment Manager for company 403(b) or 401(k) retirement plans. The firm's chief investment strategist, Cory Michael Nakamura, is a Chartered Financial Analyst and a Certified Financial Planner.

Island Wealth Management is an investment management firm that serves individuals, small businesses, and island families. The firm develops financial plans for clients that are appropriate for their needs and requests. It gathers financial data and goals from clients and provides them analyses and evaluations. The team of financial advisors proffers recommendations and encourages the implementation of the plans. The Honolulu-based firm delivers options that include retirement and retirement income planning, wealth transfer strategies, risk management, and asset management.

Founded in 1987, CMR Financial Advisors provide financial planning solutions to various clients in Honolulu and the neighboring areas. Its services include retirement planning, investment planning, tax planning, and estate planning to assist clients in achieving their long-term financial goals. The firm also employs its proprietary Wealth With Simplicity process, in which personalized financial plans and investment strategies are used to monitor clients' finances. Its CEO, Cliff M. Robello, is a Certified Financial Planner and a member of the Financial Planning Association and the Hawaii Estate Planning Council.

Hawaii Partners 3D Wealth Advisors has been serving retirees, residents, and investors throughout the metro area of Honolulu for more than 10 years. The firm provides various financial services, such as investment strategies, wealth management, financial planning, and tax strategies. Its team of fiduciary advisors assists and guides clients throughout their financial decision-making. Its founder and an estate planning attorney, Michelle Tucker, has been in the industry for over 30 years. Moreover, Hawaii Partners 3D Wealth Advisors partnered with Chicago Partners Wealth Advisors in 2020.

Hawaii Financial Advisors, Inc., is a team of retirement planning professionals who serve the Honolulu area. Whether clients prioritize future financial stability, children's higher education, or charitable donations, the team creates investment strategies that take into account clients' risk tolerance and long-term goals. In addition to development, it handles the implementation and adjustment phases of the financial planning process. Company owner Tim Geary, who has more than 35 years of industry experience, discussed the importance of building retirement income avenues on Forbes Magazine.

Alan Nishimoto, CFP, is a financial advisor associated with Securities America, serving the Honolulu community and nearby metros. He focuses on helping clients make financial plans, find investment solutions, and choose ideal insurance options. He also provides assistance in various areas, including 401(k) and 403(b) planning, fixed annuities, IRAs, and government securities. Alan has been in the financial services industry for more than 35 years. He specializes in breaking down complex issues and developing strategies that allow clients to achieve their goals.

Cadinha & Co is a financial advisory company providing services to clients in Honolulu and the surrounding areas. It offers beyond investment management program that helps individuals plan their finances before or during retirement, private family business transitions, and charitable gifting programs. It also provides succession, ownership positions, and estate planning services. Cadinha & Co has been operating in the industry for more than 40 years. Founder, chairman, and chief strategist Harlan J. Cadinha was born in Maui and raised in the spirit of ohana, meaning family, which is why the company treats clients like family.

WestPac Wealth Partners is a privately-held wealth management firm in Honolulu that serves individuals who need guidance in financial planning. It also provides wealth management and strategy, retirement planning, consulting, and personal insurance. WestPac Wealth Partners has been listed by Fortune Magazine as one of the Best Small and Medium Workplaces in Finance and Insurance. It also topped Hawaii Business Magazine's 2020 list of the state's best places to work. The company continuously aims to grow its team which now has 160 agents in its fold.