Fiduciary advisors in Roseville, CA

Roseville, California

Cornerstone Wealth and Tax Advisory Group, Inc. is an investment advisory firm in Roseville, California. Services include Retirement Planning. The firm specializes in Investment Management and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 82 Google reviews.

Roseville, California

Diligence Wealth Management, founded in 2010 by Liz Daffner, is an independent financial advisory firm serving clients in Roseville, California. The firm provides financial planning, investment management, retirement planning, Social Security optimization, insurance analysis, and debt management, with Daffner holding a CLU credential and licenses in Series 7, Series 66, and life insurance. The practice emphasizes client education and personalized planning across major life events such as inheritance, marriage, divorce, job changes, and retirement, operating within a network of independent advisors collectively overseeing $260 million in assets.

Roseville, California

Sierra Ridge Advisor Group is a financial planning firm in Roseville, California, operating as registered representatives through LPL Financial (Member FINRA/SIPC). The firm offers financial planning services supported by in-house specialists and focuses on both accumulation and distribution phases. Advisors are licensed to conduct insurance business in certain states and work with clients on an ongoing basis.

Roseville, California

Sierra Ridge Wealth Management offers investment management and wealth management services from its Roseville office, with account minimums of $20,000. The firm employs a multi-strategy approach using registered products—including both active and passive investments and ETFs—across several investor profiles tailored to different risk tolerances and objectives, such as socially responsible investing, income generation, and broad market exposure through diversified sleeves (Opportunistic, Core Equity, and Fixed Income). Investment decisions incorporate fundamental analysis, relative valuations, and technical indicators, with portfolio rebalancing conducted semi-annually for qualified accounts and as needed for taxable accounts. Financial professionals are registered representatives with LPL Financial.

Roseville, California

Thrive Stewardship Financial Advisors, Inc. is an investment advisory firm in Roseville, California. The firm specializes in Retirement Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 8 Google reviews.