Fiduciary advisors in Fresno, CA

Fresno, California

Fig Garden Wealth Management, based in Fresno, California, provides financial planning and investment management services. The firm emphasizes a team-based approach to address clients' varied financial needs, developing personalized strategies that account for individual risk tolerance, time horizon, and objectives rather than applying a one-size-fits-all model. The firm takes a proactive stance on monitoring client situations and adapting strategies as circumstances change, with a stated focus on helping clients work toward retirement and other long-term financial goals.

Fresno, California

Fee-Only Independent RIA

Coffeehouse Capital is an independent, fee-only financial advisory firm in Fresno, California, founded and led by Tommy Lopez, a CFP® and CRPC® professional with experience since 2007. The firm provides financial planning, investment management, and wealth advice on an ongoing, project, or hourly basis, serving growing families, busy professionals, small business owners, medical professionals, tech workers, and retirees. The firm's process involves discovery, goal-setting, presenting recommendations, implementation, and ongoing monitoring. As a fiduciary member of NAPFA and the XY Planning Network, the firm operates transparently and focuses on addressing the details of clients' financial situations.

Fresno, California

Falcon Financial and Insurance Solutions, Inc., based in Fresno, California, is a financial advisory firm offering financial planning and insurance analysis with specialization in retirement planning and investment management. The firm is led by Fred, a CERTIFIED FINANCIAL PLANNER™ with the CFP®, ChFC®, CLU®, and RICP® designations who has served clients since 2005, initially with Morgan Stanley and New York Life before co-founding Falcon Financial to integrate insurance and investment services. The firm serves pre-retirees, retirees, business owners, and professionals across multiple states and emphasizes breaking down complex financial concepts into understandable guidance to help clients clarify and achieve their goals.

Fresno, California

Falcon Financial & Insurance Solutions, Inc. is a financial advisory firm based in Fresno, California, offering insurance analysis and planning services to clients across multiple states. The firm is led by Fred Rich, a CERTIFIED FINANCIAL PLANNER™ with additional credentials including ChFC®, CLU®, and RICP® designations, along with Series 7 and Series 65 licenses; Fred has worked as a financial adviser since 2005, beginning at Morgan Stanley and later New York Life Insurance before co-founding Falcon Financial in 2009. The firm serves pre-retirees, retirees, business owners, and professionals, emphasizing clear goal-setting and straightforward communication to address complex financial matters.

Fresno, California

Horstmann Financial and Insurance Services, based in Fresno and founded in 1958, provides financial planning and insurance products to clients. The firm operates as a multi-generational family business led by the Horstmann family and collaborates with the Nautilus Group, a nationwide resource affiliated with New York Life Insurance Company, to support financial and insurance planning objectives. The firm emphasizes personal relationships and coordination with clients' other professional advisors, including CPAs and attorneys.

Fresno, California

Insurance-Based

Kory Brown at Strategyze Financial & Insurance Solutions in Fresno provides financial planning and insurance analysis, with a focus on insurance-based solutions. The firm conducts a structured discovery and onboarding process to understand clients' situations and goals, then develops recommendations using both proprietary and non-proprietary planning tools, with access to New York Life's Advanced Planning Group for complex estate and business planning matters. The firm conducts periodic reviews to assess changes in circumstances, investment performance, and insurance needs, and emphasizes transparency and client education throughout the planning process.

Fresno, California

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fresno, 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 4.3-star rating from 4 Google reviews.

Fresno, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fresno, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Fresno, California

Portfolio Advisors Inc. is an investment advisory firm in Fresno, California. Services include Estate Planning, Financial Planning, and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 12 Google reviews.

Fresno, California

Thiesen Dueker Modern Wealth Management is an independent financial advisory firm in Fresno offering financial planning, investment management, and tax planning services. The firm serves clients across various life stages, from young professionals to retirees, and emphasizes a collaborative team approach supported by artificial intelligence planning technology. As an independent firm not affiliated with a single financial institution, the advisors work together across their respective areas of expertise to develop client plans.