Find a Financial Planner in Sacramento County, CA

 

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

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We Only Work With The Best Sacramento County 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 County, CA


  • Financial Advisor Close to Sacramento County, 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 County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Sacramento County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Sacramento County 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.
17.1% of Sacramento County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Sacramento County area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Sacramento County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Sacramento County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Sacramento County area who determine what breaks are available to you to minimize your tax payments. 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 Sacramento County 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 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 County area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 1524,553
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $359,600
  • Average Monthly Housing Cost: $1,379
  • Average Household Income: $88,883
  • 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 County, 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