The Best Financial Advisors in Irvine

Here is our List of the 10 Irvine Financial Advisor
Grace Wealth Management Group, Inc.

As a financial advisor in Irvine, CA, we specialize in retirement planning and investment management. We offer a comprehensive and customized financial road map to help Retirees feel peaceful about their finances in their golden years.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.

We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing informed financial information.

Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs.

After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Services

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits
19782 MacArthur Boulevard Suite 320 Irvine, CA 92612
AW Wealth Advisory

AW Wealth Advisory is an independently owned financial consulting firm with more than 16 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.

Whether you are just starting to save for your future, or are a seasoned investor, AW Wealth Advisory has the financial management experience to direct you towards reaching your objectives.

We also offer financial and investment services through First Allied Securities to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service.

Services

  • Retirement Planning
    With life expectancies increasing, many people spend up to one-third of their lifespan in retirement. So it’s essential to prepare for these years, and put your investments to work to account for them.
  • Financial Planning
    What should you be invested in? There is no one answer to this question. A financial planner can help you determine what investments are right for you, your family and your lifestyle.
  • Estate Planning
    Estate taxes can deplete up to 50 percent of their total estate. Taking appropriate steps to develop a sound estate plan can provide for effective preservation and transfer of assets to your loved ones.
  • Asset Management
    Successful investing involves time, discipline and a carefully selected balance of investment vehicles. Asset management is one of the most important investment strategies.

 

15560-C Rockfield Boulevard Irvine, CA 92618
Benefit Financial Services Group

Benefit Financial Services Group (“BFSG”) is a multi-faceted Registered Investment Advisor serving both institutional and individual clients through its two divisions – BFS Institutional Services and BFS Wealth Management.

Whether providing compliance advice to the fiduciaries of an employer-sponsored retirement plan, or managing the portfolio of an individual seeking a sound financial future, we strive to provide full transparency to our clients and place their interests first.

We do not receive commissions or sell products of any kind. Our team-based approach ensures each of our clients has access to the knowledge and expertise of our experienced retirement and investment professionals. Maintaining optimal client service is our top priority.

BFS Wealth Management applies decades of experience and precise attention to detail to help our clients achieve their personal financial, investment and retirement objectives. Families, individuals and charitable organizations have all benefited from the expertise of our financial advisors.

Our commitment is to create fundamentally sound, well-constructed financial plans and investment portfolios tailored to each client’s needs and goals. Investment portfolio strategies are designed to generate above market returns with below market risks*.

Services

  • Portfolio Construction and Investment Management
  • Wealth Accumulator
  • Investment Performance Reporting
  • Comprehensive Retirement and Financial Planning
  • A Personalized Financial Plan Covering a Variety of Scenarios
2040 Main Street, Suite 720 Irvine, CA 92614
BML Wealth Management

At BML Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well thought out strategy, using a variety of investment and insurance products and services, designed to help you address your financial needs and concerns.

One of the goals for BML Wealth Management is to help you feel confident in your financial future. You’ve worked hard to build your assets and our team will work just as hard to help you protect, save and grow what you’ve earned. Our mission is to help individuals and families achieve their ideal retirement.

We have the experience and resources to help you realize your retirement dreams by implementing The Retirement Fingerprint®. This is a customized written plan designed to help get you to and through retirement by focusing on five key areas of your financial life.

These five areas include: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. Within each area are goals to ensure you have the best plan in place for a secure retirement. We look forward to creating a financial plan that helps you create the retirement you’ve always envisioned.

2 Park Plaza, Suite 280 Irvine, CA 92614
Burnham Gibson Wealth Advisors, Inc.

Many clients come to us after working with large institutional investment firms that aren’t giving them the attention they need. Still others have worked with small advisory firms that just don’t have the requisite breadth of experience and services.

We take a proactive approach to client service. When you contact our firm, we strive to return your call within an hour. Our team members take an interdisciplinary approach to help bring you added support on everything from retirement plan management to wealth management analysis.

Whether we’re talking to a corporate client about their 401(k) program, or an individual investor about estate planning, we work to simplify key information so that it’s understandable and actionable for you.

We give you the tools you need to make informed decisions, without having to wade through industry jargon. Wading through industry jargon is our job, not yours.

Services

  • Financial and Estate Planning Strategies
    At Burnham Gibson, our planning and investment philosophy focuses on helping clients achieve their goals and objectives, with an emphasis on linking their current financial situation, aspirations and lifestyle.
  • Wealth Management
    It’s not just about the money. And your financial portfolio is not just a collection of securities and accounts. It is an investment that you’re counting on to help you achieve your life’s goals.
2050 Main Street, Suite 510 Irvine, CA 92614
Clarity Capital Advisors

At Clarity, we have passed the savings directly to our clients in the form of low, flat fees. Keeping our fees to a minimum enables our clients to increase their investment returns and have a better opportunity of achieving their financial goals. This is what real fiduciary financial advisors do.

We are not brokers or fee-based advisors. Therefore, we do not have an affiliation with a broker-dealer, nor do we recommend investments with sales commissions, surrender charges, or hidden fees, such as mutual fund 12b-1 fees. Real fiduciary advisors are not brokers or fee-based (fee and commission) advisors.

Services

  • Retirement Planning Solutions
    Your retirement is perhaps one of the greatest financial goals you will fund during your career.
  • Customized Investment Solutions
    We do not utilize robo-advisors or inflexible model portfolios. You will have a low-cost, highly diversified investment portfolio customized to your unique financial goals such as minimizing taxes, growing your assets, or creating an income stream in retirement.
  • Tax and Estate Planning Solutions
    We partner with your CPA and Estate Planning Attorney to provide you with a complete wealth team that will ensure your affairs are in order, your tax situation is monitored, and your planning and investments are in line with your goals and income needs.
  • College Savings and Charitable Giving Solutions
    Get smart about saving for a child’s education. We will help you maximize your savings with a 529 plan.
100 Spectrum Center Drive, Suite 900 Irvine, CA 92618
Cooper McManus Wealth Management

“You have goals, we have expertise. Our team collectively has in excess of 135 years of experience in the financial services industry. We are proud of the advisors and affiliated advisors that have fulfilled the certification and renewal requirements of the CFP Board and can display the CFP® certification trademark by their names.

We can advise you on a range of issues from retirement planning, to insurance coverage to effective tax strategies to estate planning. Together, we can chart a course for your financial success designed to provide minimal hassle and maximum results.”

It’s important to find a financial advisor who values principles over personal gain, who takes his/her obligations seriously, and who acts only in your best interest. When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards.

Services

  • FINANCIAL PLANNING
    Whether you are saving for a child’s college education, supporting a family member with a disability, or caring for an aging parent, your family’s financial needs are constantly changing.
  • INVESTING
    Being an independent investment advisor means we put your interests first.
  • ESTATE PLANNING
    There are only three potential beneficiaries of your estate: your heirs, charity, and the government.
9870 Research Drive Irvine, CA 92618
JMB Financial Managers

JMB Financial Managers is a comprehensive financial service firm located in Irvine, California. Specializing in financial planning strategies and investment advice for business owners, independent contractors, the self-employed and their families in order for them to help prepare for retirement, reduce taxes, save for college, and preserve their assets.

Whether you are looking for an all-inclusive relationship, or one that fills a very specific niche for you or your business, we can put our experience and the experience of our network of support professionals to work for you and help you turn your hopes for the future into goals pursued.

Services

  • Retirement Planning
    Let’s create a plan that takes the stress out of retirement. By helping you understand the cost of retirement and what you need to get there, you can focus on the things that mean the most to you while we track your progress.
  • College Cost Planning
    The cost of a college education continues to rise, meaning advanced planning should be integral to your family budget. If it isn’t, we’ll get you on the right path and help you to identify gaps in your saving strategies.
  • Investment Management
    The point isn’t enduring market turmoil, but actually thriving in it. We can guide you through building a financial strategy to pursue your individual investment goals and guide you through today’s modern markets.
43 Corporate Park Suite 104, Irvine, California 92606
John Stokes Financial

We are the approved financial services firm for the top three outplacement firms in the United States delivering more than 150 educational workshops each year.

We also work alongside the State of California’s unemployment transition team to offer education on available benefits and options.

We have served transitioning professionals from more than 500 corporations nationwide through in-person workshops and meetings, online meetings, and a full range of services.

John Stokes Financial has been providing financial education on benefits and options, consulting, and planning services for corporate professionals as they navigate job transitions for nearly 20 years.

Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services. As of June 30, 2014, National Financial Services LLC serviced 20 million accounts representing $3.3 trillion in assets under administration.

Services

  • Job Transition Consulting
    Helping you explore options and benefits available in your transition including unemployment insurance, health insurance, mortgage relief* and other available benefits.
  • Comprehensive Wealth Management
    Providing comprehensive & customized wealth management services for individuals and families.
  • Educational Workshops
    We conduct over 150 Transition & Thrive™workshops each year providing insights for enhancing your financial life.
2030 Main Street Suite 1300 Irvine, CA 92614
KS Financial Advisors

KS Financial Advisors was founded with the belief that financial planners, accountants, insurance agents, and other financial advisors should be working together to achieve your financial objectives.

Our team-focused approach is designed to improve the quality of the client experience through frequent communications on tax matters, retirement, asset allocation, risk management, and estate planning.

With more than 50 years of combined experience, our advisors help individuals, families, and businesses define their goals, develop their financial plan, and implement strategies to achieve targeted results.

Our clients hire us for our tax-centered expertise that we incorporate into each of our wealth management solutions. We make recommendations that position client assets to work more efficiently, minimizing tax liability and maximizing money saved and invested toward the future.

At KS Financial Advisors, we deliver our advice professionally and with utmost integrity. Our priority is to become your most trusted independent advisor and preferred strategic partner in managing your wealth.

Services

  • Analysis of your income needs now and in the future
  • A comprehensive review of your tax return
  • Analysis of your current estate plan and concerns
  • Analysis of beneficiaries of your IRAs and insurance policies
  • Coordination with other financial professionals
  • Creation of a family statement of net worth
  • A review of education funding strategies
  • Income tax planning & tax sensitive advice
  • Ongoing portfolio management & asset allocation review
  • Personal risk management review
  • Tax-advantaged investment management
  • Wealth transfer & lifetime gifting strategies
6201 Oak Canyon Drive Suite 200 Irvine, CA 92618

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria