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Best Financial Advisors in Honolulu

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Honolulu, HIHonolulu, HI

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.

Honolulu, HIHonolulu, HI

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1003 Bishop Street, Honolulu, HI 96813
Honolulu, HI 96813
Instagram

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.

1003 Bishop Street, Honolulu, HI 96813
Honolulu, HI 96813

InstagramWebsite(808) 731-8659

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

1585 Kapiolani Boulevard, Honolulu, HI 96814
Honolulu, HI 96814
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

1585 Kapiolani Boulevard, Honolulu, HI 96814
Honolulu, HI 96814

Website(808) 585-0288

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1099 Alakea Street, Honolulu, HI 96813
Honolulu, HI 96813
  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

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.

1099 Alakea Street, Honolulu, HI 96813
Honolulu, HI 96813

Website(808) 521-2601

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

900 Fort Street Mall, Honolulu, HI 96813
Honolulu, HI 96813
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

900 Fort Street Mall, Honolulu, HI 96813
Honolulu, HI 96813

Website(888) 884-8481

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Mililani, HI 96789Mililani, HI 96789

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 96789Mililani, HI 96789

Website(808) 548-2234

Show Number
1003 Bishop Street, Suite 2620, Honolulu, HI 96813
Honolulu, HI 96813
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • 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
Honolulu, HI 96813

Website(808) 537-2912

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

615 Piikoi Street, Honolulu, HI 96814
Honolulu, HI 96814
  • Certified Financial Planner (CFP)

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.

615 Piikoi Street, Honolulu, HI 96814
Honolulu, HI 96814

Website(877) 297-5595

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

1600 Kapiolani Boulevard, Honolulu, HI 96814
Honolulu, HI 96814
  • Estate Planning
  • Tax Planning

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.

1600 Kapiolani Boulevard, Honolulu, HI 96814
Honolulu, HI 96814

Website(808) 973-9300

Show Number
Honolulu, HI 96813Honolulu, HI 96813

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 96813Honolulu, HI 96813

Website(808) 664-1681

Show Number
1712 North King Street, Honolulu, HI 96819
Honolulu, HI 96819
  • Retirement Planning
  • Insurance Products

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.

1712 North King Street, Honolulu, HI 96819
Honolulu, HI 96819

Website(808) 591-4888

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

677 Ala Moana Boulevard, Honolulu, HI 96813
Honolulu, HI 96813
  • Certified Financial Planner (CFP)

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.

677 Ala Moana Boulevard, Honolulu, HI 96813
Honolulu, HI 96813

Website(808) 564-0658

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

745 Fort Street, Honolulu, HI 96813
Honolulu, HI 96813
  • Retirement Planning

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.

745 Fort Street, Honolulu, HI 96813
Honolulu, HI 96813

Website(808) 954-7070

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

201 Merchant Street, Honolulu, HI 96813
Honolulu, HI 96813
  • Certified Financial Planner (CFP)

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.

201 Merchant Street, Honolulu, HI 96813
Honolulu, HI 96813

Website(808) 791-1444

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

500 Ala Moana Boulevard, Honolulu, HI 96813
Honolulu, HI 96813
  • Certified Financial Planner (CFP)

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.

500 Ala Moana Boulevard, Honolulu, HI 96813
Honolulu, HI 96813

Website(808) 525-7200

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

4211 Waialae Avenue, Honolulu, HI 96816
Honolulu, HI 96816
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

4211 Waialae Avenue, Honolulu, HI 96816
Honolulu, HI 96816

Website(808) 734-7665

Show Number
Honolulu, HI 96816Honolulu, HI 96816

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 96816Honolulu, HI 96816

Website(808) 988-8088

Show Number
615 Piikoi Street, Honolulu, HI 96814
Honolulu, HI 96814
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

615 Piikoi Street, Honolulu, HI 96814
Honolulu, HI 96814

Website(808) 591-1200

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

Honolulu, HI 96815Honolulu, HI 96815

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 96815Honolulu, HI 96815

Website(808) 638-2475

Show Number
555 Paakiki Place, Kailua, HI 96734
Kailua, HI 96734
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

555 Paakiki Place, Kailua, HI 96734
Kailua, HI 96734

Website(808) 728-4396

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Honolulu, HI 96814Honolulu, HI 96814

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 96814Honolulu, HI 96814

Website(808) 447-0564

Show Number
1003 Bishop Street, Honolulu, HI 96813
Honolulu, HI 96813
  • 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
Honolulu, HI 96813

Website(808) 681-7799

Show Number
Honolulu, HI 96814Honolulu, HI 96814

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 96814Honolulu, HI 96814

Website(808) 695-6200

Show Number
Honolulu, HI 96814Honolulu, HI 96814

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 96814Honolulu, HI 96814

Website(808) 527-8866

Show Number
Honolulu, HI 96813Honolulu, HI 96813

The Rice Partnership is a Honolulu-based wealth management company focused on asset management, family office services, and strategic advice. Its clients receive asset management help with customized solutions, core portfolio investment, and administrative services like tax information and quarterly account reports. The firm's specialized services for families help with philanthropy strategies, investment in education tuition, trust administration, property management, household management, document management, and daily accounting. Individuals can receive advice for tax and estate planning. Business owners have access to consulting services regarding capital market options, stock sales, and mergers and acquisitions. Nonprofit organizations can receive multi-manager coordination services and advisor reviews.

Honolulu, HI 96813Honolulu, HI 96813

Website(808) 585-7788

Show Number
711 Kapiolani Boulevard, Honolulu, HI 96813
Honolulu, HI 96813
  • Private Wealth Advisor

Voya Financial Advisors in Hawaii is a Honolulu-based team of professionals that helps clients in the area reach their short-term and long-term financial goals. It provides personalized service for those who want to build their wealth, protect their families, or preserve their financial security. Among the services available include retirement planning, investment planning, estate management, insurance planning and reviews, and tax management. Some of its advisors hold different types of certification, such as CRPC, CFP, and AWMA.

711 Kapiolani Boulevard, Honolulu, HI 96813
Honolulu, HI 96813

Website(800) 584-6001

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

677 Ala Moana Boulevard, Honolulu, HI 96813
Honolulu, HI 96813
  • Certified Financial Planner (CFP)

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.

677 Ala Moana Boulevard, Honolulu, HI 96813
Honolulu, HI 96813

Website(808) 695-2100

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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