Find a Financial Advisor in Napa, CA

 

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

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We Only Work With The Best Napa 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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


  • Financial Advisor Close to Napa, 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

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

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

  • Population: 79,074
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $639,400
  • Average Monthly Housing Cost: $1,763
  • Average Household Income: $108,255
  • 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 Napa, CA

 

5T WEALTH, LLC

Website

(707) 224-1340

595 Coombs Street

Napa, CA 94559

SEC#: 801-58183
Years in Business: 18 years

HARRINGTON INVESTMENTS, INC.

Website

(707) 252-6166

1001 Second Street
Suite 325
Napa, CA 94559

SEC#: 801-17932
Years in Business: 38 years

DEDORA CAPITAL, INC.

Website

(707) 253-0681

1600 Main Street

Napa, CA 94559

SEC#: 801-96227
Years in Business: 6 years

NAPA WEALTH MANAGEMENT

Website

(707) 252-1343

1836 Second Street

Napa, CA 94559

SEC#: 801-106825
Years in Business: 5 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(707) 492-5100

700 Main St.
Suite 305
Napa, CA 94559

SEC#: 801-71546
Years in Business: 11 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(707) 254-0155

1030 Seminary Street
Suite D
Napa, CA 94559

SEC#: 801-107913
Years in Business: 5 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(707) 815-6295

3663 Solano Ave
Unit 218
Napa, CA 94558

SEC#: 801-107913
Years in Business: 5 years

ADVISOR RESOURCE COUNCIL

Website

(707) 603-2663

1700 Soscol Ave
Ste 25
Napa, CA 94559

SEC#: 801-76667
Years in Business: 9 years

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Website

(707) 224-7424

1030 Seminary St
Ste A
Napa, CA 94559

SEC#: 801-57198
Years in Business: 21 years

 


Napa, CA Financial Advisor FAQs

A financial advisor advises on the best way to save, borrow and plan for retirement. They also help people invest in products and services that they can sign up for or access via their employer's workplace benefits system. They typically work independently but some of them might be employed by a company.
Financial advisors make a living by advising investors how to invest their money. They typically charge a fee for the work they help their client, but this can vary based on the client's needs or situation.
A qualified financial advisor can help you prioritize your goals and develop a plan that's tailored to suit those goals. This guidance is essential for those who wish to retire on time with a modicum of financial security.
A general rule of thumb is to work with an advisor who will provide your company with the best recommendations. You should find a financial advisor that can handle both high net worth accounts and retail customers, while also being able to meet client needs in designing retirement strategies.