Find a Financial Planner in Lafayette, CA

 

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We did the hard work of finding trustworthy partners in Lafayette, CA.

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We Only Work With The Best Lafayette Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Lafayette, CA


  • Financial Advisor Close to Lafayette, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Lafayette Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Lafayette area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Lafayette offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
21.8% of Lafayette's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Lafayette area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Lafayette area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Lafayette area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Lafayette area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Lafayette area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Lafayette area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Lafayette, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Lafayette, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Lafayette financial advisors.
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How Retirement-Friendly is Lafayette, CA?

  • Population: 26,305
  • % of Population 62 Years and Over: 21.8%
  • Average Home Value: $1430,400
  • Average Monthly Housing Cost: $2,796
  • Average Household Income: $250,550
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


The Top Financial Advisor Firms in Lafayette, CA


JURIKA, MILLS & KEIFER, LLC

Website

(415) 677-5430

3595 Mount Diablo Blvd
Suite 300
Lafayette, CA 94549

SEC#: 801-112830
Years in Business: 3 years

GIFFORD FONG ASSOCIATES

Website

(925) 299-7800

3658 Mt. Diablo Blvd.
Suite 200
Lafayette, CA 94549

SEC#: 801-67534
Years in Business: 14 years

WALLACE ADVISORY GROUP, LLC

Website

(925) 284-6880

3658 Mount Diablo Boulevard
Suite 225
Lafayette, CA 94549

SEC#: 801-106666
Years in Business: 5 years

GEBHARDT GROUP, INC

Website

(925) 283-9150

3470 Mt. Diablo Boulevard
Suite A210
Lafayette, CA 94549

SEC#: 801-80379
Years in Business: 6 years

HC FINANCIAL ADVISORS INC

Website

(925) 299-1800

3685 Mt. Diablo Blvd., Suite 200

Lafayette, CA 94549

SEC#: 801-26182
Years in Business: 35 years

CONCENTRIC WEALTH MANAGEMENT LLC

Website

(925) 962-1100

251 Lafayette Circle
Suite 200
Lafayette, CA 94549

SEC#: 801-68940
Years in Business: 13 years

CAPITAL ADVANTAGE, INC.

Website

(925) 299-1500

3470 Mt Diablo Blvd. Ste A215

Lafayette, CA 94549

SEC#: 801-55896
Years in Business: 22 years

GARNER FINANCIAL MANAGEMENT

Website

(925) 282-5500

3620 Happy Valley Road
Suite 103
Lafayette, CA 94549

SEC#: 801-79008
Years in Business: 7 years

LEWIS ASSET MANAGEMENT

Website

(925) 284-4033

3559 Mt. Diablo Boulevard
Suite 202
Lafayette, CA 94549

SEC#: 801-119399
Years in Business: 0 years

ORINDA ASSET MANAGEMENT LLC

Website

(925) 253-1300

3390 Mt Diablo Blvd Ste 250

Lafayette, CA 94549

SEC#: 801-72126
Years in Business: 10 years