5 advisors with offices in Orange. Credentials, fee structures, and minimums are disclosed on each listing.
Orange, California
Cano Wealth Management, Inc. is an investment advisory firm in Orange, California. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.
View detailsOrange, California
Joshua E. Hernandez - CFEd Certified Financial Educator is an investment advisory firm in Orange, California. Services include Financial Planning. Advisory services are available in English, Chinese, Spanish, and Vietnamese. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 35 Google reviews.
View detailsOrange, California
Modern Wealth Design is a financial planning firm based in Orange, California that works with clients across different income levels and career stages, from young professionals to affluent individuals. The firm follows a four-step process: initial discovery to understand client goals and finances, plan design and analysis, presentation and implementation of recommendations, and annual review meetings. When providing investment advisory services, the firm acts as a fiduciary under the Investment Advisers Act of 1940.
View detailsOrange, California
Scott Eichler operates Savvy Advisors in Orange County, California, offering investment management and retirement planning services. He works with attorneys, plaintiffs managing lawsuit proceeds, business owners, and retirees, employing a structured process that begins with goal discovery and financial assessment, followed by data analysis, customized action planning, and ongoing quarterly reviews. His practice emphasizes tax-efficient strategies, structured settlements, and income-based investing for clients seeking to deploy assets strategically.
View detailsOrange, California
Sound Financial Services is an investment advisory firm in Orange, California. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.
View detailsAdvisors serving Orange 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.