The Best Financial Advisors in Sacramento.

Address: 8775 Folsom Blvd Suite 100 Sacramento, CA

Phone: 916-482-2196

Website: https://allworthfinancial.com/find-a-location/sacramento

Allworth Financial was born and raised in Sacramento. Founded in 1993 by Scott Hanson and Pat McClain, we provide you with honest, straightforward advice with the objective of helping you reach your financial, investment and retirement goals. Want to learn more about us? For more than 20 years, Scott and Pat have hosted Money Matters, a weekly, call-in, financial topic radio show that airs every weekend on NewsRadio KFBK. Over the years they’ve answered thousands of financial questions on topics ranging from investing to pensions to estate planning to taxes and more. Money Matters is one of the longest-running financial shows in the country. Conveniently located just off Highway 50 and Watt Avenue, the Sacramento office works with you to provide guidance on: Retirement and Financial Planning Investment Management Tax Services Estate Planning At Allworth Financial, we deliver straightforward financial and retirement guidance so people can live rich and meaningful lives.

Address: 555 University Avenue, Suite 284 Sacramento, CA 95825

Phone: 530-231-5152

Website: https://www.youngwealthmanagement.com/

There is a LOT of financial information out there. Some of it is good advice, some of it is misinformation, and everything in between. How do you know what is accurate? How do you know what applies to you? As experienced Fee-Only Certified Financial Planners ® we help you cut through the all the noise to develop and follow a financial plan specific to YOUR situation and YOUR goals. Are you... Thinking about retiring? Click here to find out how we can help you determine when you can stop working. Working but want to make sure you are "on the right track"? Click here to find out how we can help you assess where you stand financially and advise you on what steps to take. Recently divorced or widowed? We work with many newly singled clients. Click here to find out how we can help through this transition. Expecting an inheritance? Such a gift can be a tremendous financial opportunity. Click here to find out how we can advise you on how to make the most of it. - Certified Financial Planners ® - Registered Investment Advisors - Fiduciaries - Retirees - Planning for retirement - Recently divorcee or widowed - Young families - Expecting an inheritance As Registered Investment Advisors (RIAs), we are sworn fiduciaries and are bound by law to act in your best interest. We do not sell any products nor do we earn any commissions or referral fees from a third party. We are paid directly by our clients through Assets Under Management (AUM) fee.

Address: 500 Capitol Mall, Suite 1060 Sacramento, CA 95814

Phone: 916-405-9140

Website: https://towerpointwealth.com/

We set out on the road to full independence in May of 2017, after nearly eighteen years spent working at a major Wall Street firm. We sought to create our own boutique investment advisor firm based on the principles of independence, transparency, and client advocacy. We are a wealth management advisory firm staffed with advisors credentialed as a Certified Financial Planner® (CFP), as a Certified Investment Management Analyst® (CIMA), and as a Certified Public Accountant (CPA). As a boutique wealth management firm, we have a legal fiduciary obligation to you, our client, and our fully independent financial advisors welcome helping you construct a customized, disciplined, and comprehensive financial, investment, and retirement plan. Simply put, Towerpoint Wealth, Sacramento Investment Advisor Firm, seeks to work with clients to objectively construct a disciplined plan and strategy in times of stability, to ensure we do not change it during times of insanity. To fulfill our mission as a Sacramento Wealth Management firm, we maintain a dedicated focus on you, our client. While we are unable to guarantee specific financial outcomes, we are confident that our experience, sensibility, discipline, integrity, and individualized approach will help markedly increase the probability of your success in achieving, and then protecting, your financial independence. As a boutique Sacramento wealth management firm, we have a legal fiduciary obligation to you, our client, and our fully independent financial advisors welcome helping you construct a customized, disciplined, and comprehensive financial, investment, and retirement plan. Check out our wealth management firm’s white papers, blog posts, and educational videos, as well as our list of financial planner services.

Address: 3626 Fair Oaks Blvd, Suite 100, Sacramento, CA 95864

Phone: 916-745-5783

Website: https://fulfilledfinances.com/

“Fulfilled Finances is a holistic FEE-ONLY financial planning firm based in Sacramento, CA. It started with the philosophy that life is meant to be truly lived on purpose and dreams are meant to be fulfilled. Many times we look at money in a way that doesn’t serve that purpose. The constant stress of making or having more money or not losing our money really gets in the way of our joy. I believe that we have a calling to enjoy life to the fullest and to be responsible and diligent with our finances. We are called to be good stewards. We are called to live in abundance and not scarcity. We are also called to prosper and give to those who need our help. We must first change our mindset but eventually, we must take action. At some point in our journey, we start feeling like we need to achieve more, have more, spend more. More is not always better. I help you take a step back and analyze where you are and where you want to go without adding more work to your already busy life. The goal is to live fulfilled and enjoy life. I have seen almost every form of financial advising and I understand that the industry has done a great disservice to those it is supposedly at “serving”. I acknowledge that some of you have the right to be jaded and skeptical but I promise you that my goal is not simply the bottom line. Time and time again, I am reminded that the things that truly matter are not our possessions but what we do with those possessions. I created this financial planning firm because I want to honor my calling by helping you feel as fulfilled in life as possible. I want to guide you and show you that not only can you fulfill your dreams, but you can also actually make a big impact in your lifetime! Being fulfilled means being satisfied and content. Your finances will never satisfy your dreams or your passions. Using a Financial Advisor frees your mind up and gives you the peace to focus on the things that matter the most to you instead of worrying about all of the different strategies and investments that you need to implement.

Address: 300 University Ave, Suite 200 Sacramento, CA 95825

Phone: 916-563-2050

Website: http://www.bairdfinancialadvisor.com/kaplan/myprofile.htm

Baird is committed to keeping clients first – always. This is especially important in the current environment of uncertainty surrounding the COVID-19 pandemic. For 100 years, Baird has been a strong, stable and trusted financial partner across generations and market cycles. Being privately held and employee-owned has enabled us to keep our clients’ interests first and think long-term about the way we run and grow our businesses. In addition to Private Wealth Management, we offer Asset Management, Investment Banking/Capital Markets and Private Equity services through our offices in the United States, Europe and Asia. Since 1919, we’ve been earning our clients’ trust by staying true to our mission: “To provide the best financial advice and service to our clients and be the best place to work for our associates.” While we have grown over the years to meet the evolving needs of our clients, we preserved the core values that kept us strong and stable through every imaginable market environment: - Clients come first. - Integrity is irreplaceable. - Quality is our measure of success. - The best financial advice is the result of expertise and teamwork. - How we succeed is as important as if we succeed. - We seek personal balance in home, work and community involvement.

Address: 1375 Exposition Boulevard, Suite 220 Sacramento CA 95815

Phone: 916-367-0532

Website: https://boyd-wealth.com/

Boyd Wealth Management is a boutique, independent financial planning and investment management firm, delivering true financial security to high-net-worth families and businesses in the Sacramento region. We achieve this through our comprehensive planning process, goal prioritization, and collaboration with our clients' tax and legal advisors. As a fiduciary, we ALWAYS work in your best interest. Our experience and commitment to education affords us an in-depth specialization in helping successful people navigate their complicated financial situation. We bring clarity and implement straightforward solutions. New clients typically reach out to us when experiencing a life changing event: Are you considering the sale of your business but you're uncertain how that exit will impact your life? Have you recently exited your business and need guidance to manage the proceeds to meet your long-term objectives? Are you confident you’re on track for retirement but lack a disciplined plan to generate income? Have you recently inherited a substantial amount of money and you’re not sure how to responsibly manage it? Create a plan and turn over the day-to-day management of your finances to experts so you can go live your best life!

Address: 1545 River Park Dr. Ste. 401 Sacramento, CA 95815

Phone: 916-921-9220

Website: https://lucasplanners.com/

We are a team of Certified Financial Planner licensees and qualified planning staff. We provide simple,proven strategies that seek to help our clients make the most of their money while they pursue their goals. We specialize in providing investment and tax advice for clients seeking financial independence and security. You likely have several financial planning pieces in place—you pay taxes, invest at least a portion of your savings, have some insurance, and maybe you have done some estate planning and retirement planning, but chances are each of these pieces was developed independently and at different times in your life. Is it any surprise then that you’re unsure if you’re on the right track and making all the progress you could be? What does your ideal life look like? Will you be able to retire with the lifestyle you want? Who is deciding what happens to everything you’ve accumulated when you die—you or the state? Are you funding your child’s education at the expense of your future? Just married. New job. Baby. Home purchase. When it comes to finances, you just want to know where to start and where to go from here. You want technology efficient platforms but the ability to talk to someone who knows you, your situation and also knows what they are talking about. You made it. As an established professional, you’re reaping the benefits of a flourishing career and may have kids near or at college-age. Perhaps you’ve been through the financial planning process before, or maybe you’ve procrastinated getting started. Regardless, now is the time to ensure your financial plan is working efficiently or help you create one that will. Accumulating a nest egg through savings, inheritance or other means can greatly improve your financial well-being when coupled with sound financial advice. Right now, you may be concerned about maintaining your lifestyle, preserving what you have and protecting yourself against unknown risks. Navigating financial independence can get tricky in regards to all the moving pieces, but it does not have to be if you have someone helping you.

Address: 1783 Tribute Road Suite D. Sacramento, CA 95815

Phone: 916-545-2580

Website: https://www.tr-wealth.com/cash-flow-based-financial-planning

At Twin Rivers, we believe the main duty of a financial advisor is to help people. No matter what your current financial situation is, we will gladly provide you with a custom cash flow analysis. We are confident that our expert analysis will motivate you to make positive changes to your financial situation, and you’ll see how a professional relationship with our team can benefit your life. All financial instruments should work together towards your vision of the future. Tax laws are continually changing, and our tax professionals are available throughout the year for tax analysis & preparation. Custom retirement plans that fit business owners' needs and encourages employee financial security. When it comes to financial planning, few things are as important as understanding your cash flows. Whether you are retired, or in the growth stage, it is crucial to know what income is entering and exiting your account. At Twin Rivers, we understand the importance of cash flow and offer financial planning to help you account for every dollar flowing in and out of your financial life, so you have accurate projections depicting your lifestyle. It is crucial to understand the difference between liabilities and living expenses. Liabilities are debts that eventually fall off the balance sheet, allowing people to own assets without buying them with savings. Like a mortgage, once you pay it off the mortgage payments disappear from your cash outflows. Living expenses, like property taxes, are continuous. So even after paying off your mortgage, your property taxes continue.

Address: 836 57th St, Ste 457 Sacramento, CA 95819

Phone: 916-999-4854

Website: https://mathesonfinancialpartners.com/

We are a fee-only financial planning and wealth management firm specializing in helping sales professionals and small business owners that are approaching retirement. We begin by helping our clients envision the life they want to lead in the future, while in the present live their great life. Next we collaborate together and create a strategic plan to maximize the opportunities from their income and current assets to map out a plan. We also manage investments for clients and help clients plan for major life events while incorporating tax mitigation and estate planning guidance into our planning considerations. Located in Sacramento, CA - we serve our clients both locally and virtually nationwide. Leading our independent firm is Tony Matheson, CFP® - who has spent decades relating to clients who have discovered that racing on the treadmill of hitting their sales goals has taken precedence over managing what they’ve earned. We are experts in financial planning, specialized in partnering with sales professionals and small business owners nearing retirement. We’re upfront about our fees and processes you need to know throughout our engagement. We are compensated exclusively by the fee paid to us by our clients. There is NO sales pitch, NO commissions, & NO products sold

Address: 400 Capitol Mall Suite 900 Sacramento, CA 95814

Phone: 530-297-7441

Website: https://www.nfadvisors.com/

There are roughly 130,000 financial advisors in the United States. Why should you work with us? We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like. As your trusted advisor, we’re focused on adding convenience and simplicity to your life. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today. We are here to help you keep what’s best for you and your family in mind at all times. If you’re spending too much or not saving enough to stay on track for your goals, we will make sure you know it – and we’ll make sure it gets set right. We’re here to coach you through anything and everything. We’re not just a financial advisor. Looking toward a change in profession? We’re here to help. Just went through a divorce? Let’s talk about what’s next. Wondering where you should live in retirement? We’ll give you a neutral opinion – and we probably have a few ideas of our own. Many advisors only care about the table stakes of investments and managing money. While these are important factors, we’re also interested in helping you plan all the key areas of your financial life. We've been there before, and we can help you take the steps you need to pursue your goals. We don’t just take you from one item to the next – we identify and communicate what should take priority when and guide you each step of the way. In other words, we don’t just create a roadmap – we’ll help you get there.