CA · Calabasas

Fiduciary advisors in Calabasas, CA

1 advisor with offices in Calabasas. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Calabasas

Morton Wealth

Calabasas, California

Morton Wealth, based in Calabasas, California, provides financial planning and investment management services as a registered investment advisor founded in 1983. The firm is led by Jeff Sarti and Meghan Pinchuk and operates with a team of approximately 45 professionals. The company operates on a fiduciary basis and was established by founder Lon Morton as an alternative to commission-based advisory models, with a stated focus on portfolio diversification and personalized client service across all areas of financial life.

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Financial advisors in Calabasas, California

Advisors serving Calabasas specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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