Fiduciary Financial Advisors in Orinda, CA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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 Orinda, CA


  • Financial Advisor Close to Orinda, 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 Financial Advisor in Orinda, CA Help You?

Financial advisors are professionals in money management. 

 
Their job is to use their expertise to help you succeed on your financial endeavors. 
 
If you need help with any of the following, or more, you might benefit from talking to an advisor:

 

  • Retirement planning
  • Tax planning and deductions
  • Paying off debts
  • Increasing credit score
  • Planning for a life transition like marriage or children
  • Building a college or education fund

There are several different paths you can take when shopping around for advisors. 

Traditional, in-person advisors offer the greatest level of personalization and power, but also have the greatest cost. 

They are usually best for those with an already large asset pool that are looking to secure their money in multiple financial vehicles. 

Online and automated advisors are more of a layperson’s advisor. 

They still offer a huge benefit and are easy to use, and cost far less than a traditional advisor.

 

The Value Of A Retirement Financial Advisor in Orinda, 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 Advisor Near Orinda, CA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 250 Lafayette Circle, Suite 203, Lafayette, CA 94549


Top Financial Advisors Serving Orinda, CA

In 2012, the town of Orinda was named the second most friendly city in America by Forbes. 

It’s not surprising that the citizens are in a good mood with the warm, Mediterranean climate and rustic, natural landscapes. 

The city is also home to the internationally known California Shakespeare theater (called “Cal Shakes” colloquially).

All of our advisors serve both within the city and in the local area. See the list below for locations:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Orinda, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.