Laurels

Best Financial Advisors in Honolulu
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Honolulu 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 111 77 26

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

CMR Financial Advisors

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

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.

1003 Bishop Street, Suite 2620
Honolulu, HI 96813

Website

Diamond Head Financial Advisors

Diamond Head Financial Advisors offers individualized attention, competitive fees, and superior service from a team of dedicated and accomplished financial advisors. Whether clients want to minimize investment risk, understand their retirement options, or build a solid portfolio, the advisors work to provide smart solutions and give clients in-depth advice to help build a secure financial future. The company's website features an informative blog full of up-to-date information, as well as an online form that clients can fill out to receive a personalized risk profile analysis.

Honolulu, HI 96813

Website

Noto Financial Planning

Noto Financial Planning is located on Kalakaua Avenue in Honolulu. The firm takes a holistic approach to wealth management, addressing each aspect of a client's assets and future goals. Its plans are designed to be flexible enough to change with a client's circumstances. The firm also offers objective investment advice and customized portfolios. Other services include goal planning, retirement planning, planning for financial independence, insurance advice, cash flow management, and tax planning. When clients receive investment advice, the firm's advisors take into account ways to be tax efficient.

Honolulu, HI 96815

Website

Retirement Partners of Hawaii

  • Retirement Planning

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.

1003 Bishop Street
Honolulu, HI 96813

Website

Summit Financial Advisors

Summit Financial Advisors is a financial advisory firm with locations in Honolulu and Wailuku. The firm focuses on helping individuals plan for the future. Services include asset growth strategies that address investment options, tax reduction strategies, and college savings accounts. It also offers insurance options to protect a client's family in the event that they become disabled or pass away. The company provides analysis of employee benefits and consulting on benefit maximization, as well as retirement planning services and legacy planning strategies that address wills, trusts, and estates. The company offers free client consultations regarding its financial potential.

Honolulu, HI 96814

Website

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