Fiduciary advisors in Encino, CA

Encino, California

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Encino, California. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Encino, California

Navalign Wealth Partners is an independent, fee-only fiduciary firm in Encino serving affluent families, business owners, and executives with complex financial situations. The firm offers financial planning and investment management through a team of CFP® professionals and CFA® charterholders, employing a structured six-step planning process that integrates tax strategy, estate coordination, and risk management. Specializing in clients with multiple income sources, concentrated equity positions, executive benefits, or business succession needs, the firm coordinates with clients' CPAs and attorneys to implement recommendations and monitor progress over time.

Encino, California

PREMIER FINANCIAL TAX & ACCOUNTING SERVICES is an Encino-based accounting and tax firm founded in 2004 by Archie Garga-Richardson, a financial accountant with over 24 years of experience in financial accounting and ten years in taxation. The firm serves sole proprietors, entrepreneurs, self-employed individuals, and small business owners across Southern California and nationwide, offering tax preparation, accounting, bookkeeping, financial planning, payroll processing, and financial advisory services. Services are delivered onsite, remotely, or through nationwide coverage, with a stated approach focused on personalized assessment of each client's needs and year-round partnership.