Find a Financial Advisor in Rancho Mirage, CA

 

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

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We Only Work With The Best Rancho Mirage Financial Advisors


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

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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 Rancho Mirage, CA


  • Financial Advisor Close to Rancho Mirage, 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 Rancho Mirage, 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 Rancho Mirage, CA

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

  • Population: 18,193
  • % of Population 62 Years and Over: 58.3%
  • Average Home Value: $530,700
  • Average Monthly Housing Cost: $1,513
  • Average Household Income: $128,711
  • 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 Rancho Mirage, CA

 

THE KOCEN FINANCIAL GROUP, INC.

Website

(760) 324-4015

35900 Bob Hope Dr., Suite 202

Rancho Mirage, CA 92270

SEC#: 801-64553
Years in Business: 16 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(760) 567-7987

71800 Hwy 111
2nd Floor, Suite A-222
Rancho Mirage, CA 92270

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

CORNERSTONE WEALTH MANAGEMENT, LLC

Website

(760) 202-1110

36101 Bob Hope Drive
Suite G2
Rancho Mirage, CA 92270

SEC#: 801-76973
Years in Business: 9 years

CORNERSTONE WEALTH MANAGEMENT, LLC

Website

(760) 202-1110

36101 Bob Hope Drive
Suite G2
Rancho Mirage, CA 92270

SEC#: 801-76973
Years in Business: 9 years

WCG WEALTH ADVISORS, LLC

Website

(760) 904-5109

70-177 Highway 111
Suite 201
Rancho Mirage, CA 92270

SEC#: 801-80386
Years in Business: 7 years

WCG WEALTH ADVISORS, LLC

Website

(760) 340-3360

70-177 Highway 111
Suite 200
Rancho Mirage, CA 92270

SEC#: 801-80386
Years in Business: 7 years

BELPOINTE ASSET MANAGEMENT LLC

Website

(760) 776-1488

41 - 750 Rancho Las Palmas Drive
Suite N-3
Rancho Mirage, CA 92270

SEC#: 801-69329
Years in Business: 13 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(760) 567-7987

71800 Hwy 111
2nd Floor, Suite A-222
Rancho Mirage, CA 92270

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

BELPOINTE ASSET MANAGEMENT LLC

Website

(760) 776-1488

41 - 750 Rancho Las Palmas Drive
Suite N-3
Rancho Mirage, CA 92270

SEC#: 801-69329
Years in Business: 13 years

 


Rancho Mirage, CA Financial Advisor FAQs

Absolutely. A financial advisor can advise you on things to invest your money in, where to open up multiple accounts for optimal savings, how much risk you want yet still grow your funds. For example, if you're looking for a retirement account that is low risk but low return then you should go with one of these types of accounts.
You typically need to do a little bit of research into the backgrounds and credentials of potential financial advisors before you can make a well-informed decision.
Prices will vary quite a bit depending on the advisor's experience, including the number of years they have been in business.
A financial advisor's job is to advise clients on their finances. Some people call them wealth advisors since their job is to help people invest in order to make more wealth for themselves. Financial advisors help you make better decisions with your money, by evaluating your needs and goals and making suggestions to meet those needs. Many of the questions a financial advisor might ask are around things like whether you should focus on saving or investing, how much risk you can tolerate, when it makes sense to pass assets onto heirs during life instead of after death, etc.