The Best Financial Advisors in Sacramento

Here is our List of the 10 Sacramento Financial Advisor
Adams Ashby Financial Advisors

Adams Ashby Financial Advisors is a Sacramento area Fee-Only Financial Planner / Financial Planning Firm. We specialize in providing objective financial planning to help clients build, manage, grow and protect their assets through life’s transitions.

We are independent and are therefore free to choose the investments that are right for you without the inherent conflicts of interest common at many other firms.

We do not receive commissions, sales incentives, special fees, or any other sort of compensation that is tied to the investment products we recommend. We do not sell insurance or annuities. Instead we receive a simple annual fee based on the value of the investment accounts our clients chose to have us manage on their behalf of around 1% per year. All of our meetings, time, analysis documents, financial plans, and services are covered by this one fee arrangement. Further, our clients are never obligated to continue our services and may terminate us at any time with a full refund of any fees paid in advance.

Financial Planning is the development and implementation of coordinated plans for the achievement of a person’s overall financial objective. The six major areas we focus on are:

  1. Retirement planning.
  2. Assessment of you and your family’s investment personality profile.
  3. Comprehensive investment and real estate holdings review including  risk, return and portfolio optimization.
  4. Income and estate tax reduction analysis and planning.
  5. Family budgeting and financial progress coaching.
  6. Comprehensive review of family financial documents and details.
Jeff Adams, CFP® 3508 Cody Way, STE 100. Sacramento, CA 95864
Capital Planning Advisors

Capital Planning Advisors is a Registered Investment Advisor (RIA) firm serving individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. We are relationship-driven. Our team understands that each client has unique short-term needs and long-term goals, so we work directly with clients to guide, educate, advise and manage their investments.

Our clients have meaningful wealth and their family financial and business needs are often complex in nature. Our commitment to excellence in client relationships demands we truly understand our clients’ personal goals, financial and business circumstances, investment objectives, tax issues and tolerance for risk. We customize solutions specific to client needs and objectives. Capital Planning Advisors serves a limited number of clients, focusing on creating lasting and informed relationships.

What We Do

Our multi-disciplinary team has decades of collective experience. In addition to managing assets in the public financial markets, we also offer real estate and private capital investments to clients for diversification and yield enhancement.

Our Core Values
At Capital Planning Advisors, we are committed to:

PASSION: We are driven toward excellence in serving our clients
TRANSPARENCY: We are open, clear and direct in our efforts to serve clients
SYNERGY: We work as a team to best represent our clients’ interests

How We Work
We provide personalized financial advice from experts in their fields – not one-sized-fits-all plans. We know that your wealth is uniquely yours and no one knows your family, business, or organization like you do. Our process is to partner with you to create and implement holistic wealth management strategies that grow, preserve and transfer your wealth in alignment with your goals.

1420 Rocky Ridge Dr., Suite 140 Roseville
Capitol PFG

Capitol Public Finance Group (Capitol PFG) is a full service, independent financial advisory firm based in the Sacramento area, providing consulting services exclusively to public agencies in California. The firm provides a wide array of services to meet our client’s needs, including, debt planning and issuance, tax base analysis, developer mitigation, financial and facilities planning, and more. Capitol PFG prides itself on providing innovative, cost effective and ethical solutions to all clients.

An Established Track Record

Capitol PFG has a proven track record for providing our clients with an exceptional level of service. Our services are delivered using a team based approach. We are client oriented, and deliver our analysis in an effective and understandable manner. Capitol PFG strives for successful interactions with staff, constituents and other consultants.

Strategic Consulting Services

Capitol PFG has vast experience in providing Strategic Consulting Services to public agencies. Public agencies can utilize our consulting team to address a wide range of financial issues on a “project by project basis” or on an “as needed basis”.

  • Facilities Planning
  • Bond and Tax Measure Planning
  • Financial Analysis
  • Developer Mitigation
  • Tax Base Analysis
  • Financial Communication
2436 Professional Drive, Suite 300 Roseville, California
Chamberlain Financial Planning & Wealth Management

Independent, Fee-Only Financial Planning, Investment and Wealth Management Services from CFP® Advisors

The purpose of a financial plan is to help you to better understand where you are now and help you to reach your goals in the future. Your plan includes observations, analysis and recommendations to better balance current needs with future goals. Elements of your financial plan may include some or all of the following topics:

Our Financial Planning Services

Current Financial Status
Together, we document your current net worth and your cash flow. We will check the state of your debts and the effectiveness of your income tax planning.

Estate Planning
Together, we will review your current estate documents to help establish that they are still relevant and complete. Then you can discuss our recommendations with your attorney. If you do not have these important documents we can refer you to a suitable attorney.

Lifestyle & Asset Protection
We take an in-depth look into your insurance policies and offer recommendations so that you and your family are adequately protected against many perils.

Retirement Planning
The latest advancements in technology have allowed us to use its projections to help you make the best financial decisions for retirement, funding education or other future goals.

Investment Review
An overall asset allocation analysis will be provided for your current investments to determine your risk tolerance. Thereafter, we will share a recommendation based on our investment philosophy.

Other Considerations
Any other issue or concern you have should be included in your plan such as education planning, stock options, RSUs, charity or philanthropic desires, annuity review, etc.

Sacramento, CA 95825
Fergerson Financial

Fergerson Financial is an independent investment and financial advisory firm. We provide Investment Advisory Services and Retirement Services and Comprehensive Financial Planning Services to company sponsored retirement plans, foundations, trusts and individuals. Rick Fergerson, CPA, PFS, AIF® is the Founder and CEO of Fergerson Financial, and is a Registered Investment Advisor. I became an independent Registered Investment Advisor to:

  • Develop high quality relationships with clients
  • Build upon a reputation of professionalism, commitment and trust
  • Help others address complex needs using my experience and collaborative approach
  • Offer personalized financial and investment advice based on what’s best for the client
  • Provide indispensable services that make a difference in a client’s life

I have a combined twenty-eight years of experience with an advisory firm, a global asset management company, two prominent public accounting firms, and a small distribution company and have credentials as a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Accredited Investment Fiduciary™ (AIF®). As a Registered Investment Advisor, I can make a difference in helping you reach your goals and objectives. I look forward to meeting with you and providing indispensable services.

Experience
You need a financial advisor who understands finances. It’s as simple as that. Rick Fergerson is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Registered Investment Advisor (RIA) and an Accredited Investment Fiduciary (AIF).

Trust
When clients were surveyed as to why they chose Fergerson Financial, one of the top three responses was Trust. From a personal standpoint, Rick knows Trust is everything in a relationship. From a business standpoint, it is no different.

899 Embarcadero Dr., Suite 2 El Dorado Hills
Foord Van Bruggen & Pajak Financial Services

The Wealth & Beyond Program® starts from a different place than most financial planning processes. It begins by helping you clarify the things that are most important to you. The process then verifies where you are currently and identifies the gaps between where you are now and where you want to be. Once a gap is identified a solution can be designed. It can be as simple as solving a current financial concern or as complex as revamping of your entire financial plan.

With the Wealth & Beyond approach your journey takes you to a place of freedom and inspiration. You have the opportunity to achieve clarity about what is most important to you and take specific steps toward achieving it.

Our mission is to provide personal financial planning services that enhance our clients’ quality of life. We created a process called The Wealth & Beyond Program. It is a system that provides clarity, confidence, and contentment to our clients. Over the years, we have helped hundreds of people work toward lifetime financial independence. As independent fee-based advisors, we start by helping clients define what’s most important to them. We then address the many key areas of financial planning: protecting net worth through risk management, growing net worth with sound investment strategies, creating dependable income to support a desired lifestyle and using debt prudently. In addition, many clients have been assisted in creating strategies for transferring wealth to loved ones or causes they care deeply about through legacy and estate planning.

1900 Point West Way Suite 190 95815
Gasber Financial Advisor, INC.

At Gasber Financial Advisors, Inc. we believe in a new approach to financial advice, an approach based not on product sales and conflicted advice but on a fiduciary model which places the interests of the client first.

Founded in 1995 as a Fee-Only personal financial planning firm our mission has been clear from the outset -assisting our clients in the creation of a life that excites them, nurtures those they love and fulfills their highest aspirations.

By creating and implementing a prudently crafted financial strategy, we enable our clients to devote more time and attention to what truly matters in life, secure in the knowledge that the important financial details are being addressed.

With over fifty years of combined experience we offer a wealth of expertise and unprecedented levels of personalized service. If you are considering a relationship with an objective fee-only advisor, we encourage you to invest a few moments getting to know our team, our approach and our commitment to your financial health.

At Gasber Financial Advisors, Inc. our mission is to assist our clients in the creation of a life that excites them, nurtures those they love and fulfills their highest aspirations. By implementing a prudently crafted, personal financial plan, we enable our client to devote more time and attention to what truly matters in life, secure in the knowledge that the important financial details are being addressed.

81 Blue Ravine Road, Suite 250 Folsom, CA 95630
Ideal Life Financial Advisors

Ideal Life Financial advisors was formed in 2011 with the goal of delivering independent financial guidance to their clients. We are a group with a deep commitment to improving our client’s lives through financial management. We aim to partner with and inspire our clients to live their Ideal Life by making informed and thoughtful financial decisions to benefit them and their families.

Ideal Life Financial Advisors was founded with the goal of assisting our client community with getting their entire financial house in order and keeping it that way forever. We walk our clients through a process that helps them sort out what is important to them so that they may have a clear Financial Road Map© with their goals and their values. Then we have established processes that help clients plan for contingencies so that nothing should get in the way of accomplishing their goals for reasons that are important to them.

Our Guiding Principle
At Ideal Life Financial Advisors we truly believe that life is about more than just money. We aspire to help all of our clients live a happier, healthier and better quality of life. The road to achieving a better quality of life begins by defining your values and your goals. Our job is to help you attain your definition of an ideal life based on what matters to you. Once your goals have been more clearly defined, we then set out on a path to help you create that ideal life by using a system of processes that help to give you the tools to pursue those goals.

4944 Windplay Dr Ste 115 El Dorado Hills, CA 95762
Lynch Financial Advisors

Fee-Only™, comprehensive tax and financial planning firm with over 20 years of experience.

Top 3 Reasons to Work with us
1) Our Clients
We work with awesome clients — people who want to make changes in their life and are successful at doing so. Finances can be very stressful. It can cause waves in relationships. And often is just plain scary or confusing. We do our best to have our meetings be a positive experience.

2) Our Work
We work with clients in all types of industries, various career levels, single, married, widowed, young — and not so young. Every set of clients has different income levels, goals and challenges. Every day is a different day and each client has a unique story. That’s what makes our job fun!

3) Our Approach
Our approach to financial planning is not just “the numbers.” We take a very close look at the behavioral side of finances. We look at how financial decisions affect “other” areas on one’s life: such as time with children, intimacy with spouse, family/friend relationships, and more.

1700 Eureka Road, Suite 155, Roseville, CA
North Star Financial Partners

North Star Financial Partners is financial services firm whose advisors provide a high level of customized financial planning services to their clients.
We are focused on providing our clients with a holistic financial planning experience, bridging our clients’ financial realities to their goals.
We see ourselves as being on the same side of the table as our clients, and when providing advisory services do so in a fiduciary capacity.

Experience
North Star Financial Partners clients benefit from our many years of experience. With our diverse backgrounds and areas of specialty, we collaborate and share the latest planning strategies. We draw on the wealth of knowledge not only from the advisors but also from our experienced staff. This team approach helps us deliver more strategic thinking for our clients.

Our Services
At North Star Financial Partners we believe that clients need and deserve unbiased and objective advice. We offer wealth management services to assist clients in organizing their financial lives, assisting them in setting goals, and then developing strategies to pursue those goals. Once the strategies are designed we then assist in their implementation of strategies and monitoring of the progress toward achieving those goals throughout their financial lives.

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Risk Management
  • Benefits Consulting
2180 Harvard Street Suite 410 Sacramento

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