Laurels
Best Financial
Advisors in
Honolulu
2018

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Honolulu, HI.

ReviewedCuratedTop Picks1057120

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

3D Wealth Advisors

3D Wealth Advisors is the office of Loring Ward, a highly experienced financial expert with a commitment to being a trusted and reliable partner to clients through every stage of life. The company offers wealth and investment management services to individuals interested in building financial independence and security and creating a solid plan for the retirement years. The advisor works with clients to understand their concerns and circumstances and gets to work creating customized strategies for financial success, beginning with an introductory consultation.

Honolulu, HI(808) 791-1444

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ARK Wealth Advisory Group

The ARK Wealth Advisory Group provides comprehensive and personalized service to high-value individuals, families, and business owners. The family-owned company has a team of dedicated financial advisors with a passion for helping clients build a secure financial future and make wise and effective decisions in matters of investment, retirement, and savings. No matter the client's needs or goals, the advisors work to be reliable partners in every aspect of financial planning, from IRA rollovers and estate planning to disability insurance and college funding.

Honolulu, HI(808) 521-2601

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Cadinha & Company

Cadinha & Company has been proudly serving high-net-worth institutions and individuals for more than 35 years. The company's registered advisors offer competitive and transparent fees to clients and use years of experience to help manage risk, maximize investments, and increase and protect client wealth and assets. Services include high-value investment management, risk analyses, estate planning, and charitable gifting programs. No matter the client's vision and circumstances the team at Cadinha & Company is committed to providing only the highest level of service to clients.

Honolulu, HI(808) 523-9488

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Chinen & Arinaga Financial Group

Chinen & Arinaga Financial Group has been a trusted source of reliable financial services for more than 20 years. The firm's advisors assist individuals, families, employers, and clients in the education field, always with a dedication to honesty, integrity, and superior results. Every client enjoys customized, compassionate attention from the team of qualified financial advisors through every stage of the process, whether they need help managing investments, want to plan for a secure retirement, or need to select employee benefit plans that fit their unique business culture.

Mililani, HI(808) 548-2234

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CMR Financial Advisors

CMR Financial Advisors is a team of caring and creative experts dedicated to helping clients navigate through the complex world of personal finance. Whether clients need help choosing the right life insurance, want to start investing, or want to protect and increase their wealth, the company's advisors have the skills and tools to help individuals and families make the best decisions for their unique needs and goals. The advisors work as partners to each client and strive to find creative solutions so people can enjoy a secure financial future.

Honolulu, HI(808) 537-2912

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Coda Financial Group

Coda Financial Group was founded on a philosophy of serving the needs of clients with a personalized, creative, and honest approach. The company's advisors work as partners to clients in a range of complex financial matters, including income and expense management, tax planning, investment strategies, and legacy planning. Every member of the team is committed to making the needs of the client the top priority and providing clear, up-to-date communication to ensure the best possible service. New customers can contact the firm on the website to schedule a consultation.

Honolulu, HI(808) 237-3390

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Dean Miyamoto, CPA Inc.

Dean Miyamoto, CPA Inc. provides expert financial, tax, and business services to clients throughout Honolulu. The company's advisor helps individuals and business owners with an extensive selection of financial matters, including estate, tax, and retirement planning, income and business tax preparation, investment reviews, and personalized tax recordkeeping. For businesses, the company provides QuickBooks training and assistance, business tax filing, and customized bookkeeping services to help keep records organized and minimize waste. Whatever the client's needs, Dean Miyamoto, CPA is committed to being a trusted advisor at every step.

Honolulu, HI(808) 973-9300

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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(808) 664-1681

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Eagle Strategies LLC

Eagle Strategies LLC provides knowledgeable, flexible, and high-quality financial advising to clients throughout Honolulu. Certified financial planner Kristi Chun is an experienced New York Life agent dedicated to giving clients real-world solutions and strategies in all kinds of financial areas, from retirement and tax planning to saving for a child's college education. The advisor strives to be a trusted partner to clients and uses the latest tools to ensure the best possible results. Interested customers can call or contact the company on the website to schedule an appointment.

Honolulu, HI(808) 529-6311

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Financial Planning Hawaii

Honolulu-based Financial Planning Hawaii provides comprehensive financial planning and investment management guidance to individual clients and families with an approach that places equal emphasis on the important investment and non-investment aspects of financial planning. The company helps people manage their finances more efficiently as well as catches and corrects potentially costly planning mistakes. Founder J.R. Robinson provides each client with a platform that enables them to centralize, organize, monitor and maintain all aspects of their financial lives. Mr. Robinson has nearly 30 years of experience in the financial services industry and holds a degree in Economics from Williams College. Papers he has written have been published in numerous academic journals, and his commentary has been featured in The Wall Street Journal, Christian Science Monitor, Chicago Tribune, and other national media outlets.

Honolulu, HI(808) 564-0654

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Hawaii Financial Advisors, Inc.

Hawaii Financial Advisors, Inc. is a boutique financial planning firm dedicated to integrity, innovation, and quality of service. The company's advisors have more than 100 years of combined experience and work hand-in-hand with clients to create personalized strategies for investing, saving, and protecting wealth. Available services include college savings programs, retirement accounts, estate management, debt elimination, and long-term care planning, all designed to help clients enjoy financial independence through every part of life. Interested clients can contact the firm on the website to get more information.

Honolulu, HI(808) 954-7070

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Island Wealth Management

Island Wealth Management was founded to provide superior and unbiased advising to clients through every stage of life. The company offers individuals, families, and business owners a range of professional services, including retirement planning, estate management, investment strategies, and insurance and tax planning. For business owners, the company's advisors work with clients to find the best possible employee retirement plans, executive compensation packages, and worksite solutions. Prospective clients can call or email the firm to schedule a consultation and get started on the path to financial security.

Honolulu, HI(808) 525-7200

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Kahala Financial Advisors, LLC

The team at Kahala Financial Advisors, LLC understand how overwhelming it can be to start planning for retirement and work hard to provide superior support and advice to clients every step of the way. The company offers personalized and confidential service at competitive prices, always designed to meet the needs and interests of each client. The company's advisors use an evidence-based approach to investing and diversifying clients' portfolios and offers customized financial planning services backed by a commitment to excellence and transparency.

Honolulu, HI(808) 734-7665

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Lee Financial Group Hawaii, Inc.

Lee Financial Group Hawaii, Inc. has been providing superior financial services to clients since 1988. The company's advisors serve individuals, trusts, businesses, estates, and mutual funds with a range of professional services. Whether clients need to start saving for retirement or need help ensuring that children have a secure future, the company's talented advisors have innovative solutions and practical advice for every need and situation. When people need to have a trusted advisor by their side, Lee Financial Group Hawaii, Inc. is there every step of the way.

Honolulu, HI(808) 988-8088

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Marcus R Boland Wealth Management

Marcus R Boland is an experienced Wealth Management Advisor at Northwestern Mutual. The advisor offers comprehensive service and solutions to clients in areas like estate planning, retirement income, and long-term care planning, as well as investing, trust management, and wealth management. Northwestern Mutual has been serving the financial needs of clients for more than 160 years, and every member of the team has a commitment to excellence, integrity, and quality. Prospective clients can contact Marcus R Boland on the website to schedule an appointment.

Honolulu, HI(808) 566-5340

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Mosaic Pacific Investment Advisors, LLC

Mosaic Pacific Investment Advisors, LLC is an independent, employee-owned financial advisory firm dedicated to supporting clients in a range of important matters. Every member of the team holds to the highest fiduciary standards and has a commitment to serving the best needs of clients every step of the way. The company's experts manage client investments using a holistic approach to minimize risk and maximize returns and provide clear, honest, and up-to-date communication so clients can get peace of mind knowing that their futures are in good hands.

Honolulu, HI(808) 591-1200

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Pathfinder Financial Services, LLC

When clients need a trusted advisor in their corner, Pathfinder Financial Services, LLC is there to help. Owner and financial advisor David B. Jacobs, Ph.D. provides transparent, fee-based service to individuals, families, and business owners in an extensive range of financial matters. The company's services include personalized investment management, retirement planning, business buying and selling, and strategic investing, all designed to help clients reach financial independence and security. Customers can call the firm to get more information and schedule a telephone or in-person consultation.

Kailua, HI(808) 728-4396

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Quo Vadis Financial

From IRA rollovers to retirement planning, Quo Vadis Financial is there to help clients build and maintain financial independence and security. Owner and advisor Andy Pike is a retired Chief Master Sergeant in the United States Air Force and has a passion for helping people in every aspect of personal finance. Clients begin with an in-person consultation to help the advisor understand their needs, questions, and concerns and start building a customized strategy for saving, investing, and enhancing wealth, portfolios, and assets.

Honolulu, HI(808) 447-0564

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Segawa Consulting Group, LLC

Segawa Consulting Group offers comprehensive financial planning services backed by years of industry experience and a commitment to integrity and quality. The company's advisors work to help clients save, invest, and grow their wealth and work as partners dedicated to helping build a secure financial future for individuals and families. Whether clients want to save for a child's college education, plan a comfortable retirement, or design a customized plan for their estate, the advisors are there to provide personalized advice and service every step of the journey.

Honolulu, HI(808) 695-6200

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Voya Financial Advisors, Inc.

The skilled and compassionate advisors at Voya Financial Advisors, Inc. are committed to giving clients the tools, knowledge, and support they need to build and preserve financial security. The company offers a range of professional services, including insurance planning and reviews, retirement planning, education funding, and investment planning. The advisors work hand-in-hand with clients to create strategies for expanding and protecting wealth for the future and coordinate with legal and tax advisors to ensure the best possible results and strategies for each client's needs.

Honolulu, HI(808) 597-8213

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