Find a Financial Planner in Sacramento, CA

 

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

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We Only Work With The Best Sacramento 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 Sacramento, CA


  • Financial Advisor Close to Sacramento, 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 Sacramento Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Sacramento area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Sacramento include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
16.2% of Sacramento'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 Sacramento area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Sacramento area, there are a number of additional components of an estate plan, including complying with estate tax laws.
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 Sacramento area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Sacramento area is generally long-term and performed with the help of a qualified planner. 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 is a service offered by many financial advisors, planners, and other professionals in the Sacramento area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Sacramento area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 500,930
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $343,300
  • Average Monthly Housing Cost: $1,324
  • Average Household Income: $83,189
  • 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 Sacramento, CA


ADAMS ASHBY FINANCIAL ADVISORS

Website

(916) 333-5989

3508 Cody Way
Suite 100
Sacramento, CA 95864

SEC#: 801-114137
Years in Business: 2 years

TOWERPOINT WEALTH, LLC

Website

(916) 405-9140

500 Capitol Mall
Suite 1060
Sacramento, CA 95814

SEC#: 801-110596
Years in Business: 3 years

BOYD WEALTH MANAGEMENT, LLC

Website

(916) 367-0532

1375 Exposition Blvd
Suite 220
Sacramento, CA 95815

SEC#: 801-113198
Years in Business: 3 years

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

Website

(916) 924-7527

740 University Avenue
Suite 100
Sacramento, CA 95825

SEC#: 801-36720
Years in Business: 31 years

STRATEGIC WEALTH ADVISORS GROUP

Website

(650) 571-1934

3610 American River Drive
Suite 120
Sacramento, CA 95864

SEC#: 801-107913
Years in Business: 4 years

LUCAS GROUP FINANCIAL PLANNERS, INC.

Website

(916) 921-9220

1545 River Park Drive,
Suite 401
Sacramento, CA 95815

SEC#: 801-112737
Years in Business: 3 years

ALLWORTH FINANCIAL, L.P.

Website

(916) 482-2196

8775 Folsom Blvd.
Suite 100
Sacramento, CA 95826

SEC#: 801-68255
Years in Business: 13 years

BROWN ROBELLO CAPITAL MANAGEMENT, LLC

Website

(916) 480-2747

3620 American River Drive
Suite 145
Sacramento, CA 95864

SEC#: 801-67652
Years in Business: 14 years

AW SECURITIES

Website

(916) 608-1525

8775 Folsom Blvd.
Suite 100
Sacramento, CA 95826

SEC#: 801-69038
Years in Business: 13 years

TATE PRIVATE WEALTH ADVISERS

Website

(916) 678-7674

1545 River Park Drive
Suite 375
Sacramento, CA 95815

SEC#: 801-63712
Years in Business: 16 years