Fiduciary advisors in Santa Monica, CA

Santa Monica, California

Eddy Financial is a Santa Monica-based wealth management firm founded by Bob Eddy and led by President Andrew Eddy, both holding CFP and ChFC credentials. The firm provides financial planning and investment management services across retirement accounts, education funding, executive compensation arrangements, and multi-generational wealth strategies, operating as a fiduciary. Andrew and Bob Eddy work with clients through a structured three-step process that identifies comprehensive financial goals across multiple life categories. The firm holds multiple professional designations including CFP, ChFC, CLU, and AIF certifications.

Santa Monica, California

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Santa Monica, 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.

Santa Monica, California

Fee-Only

WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary is an investment advisory firm in Santa Monica, California. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Compensation is on a fee-only basis. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 43 Google reviews.

Santa Monica, California

WellAcre Global Wealth Advisors is a Santa Monica-based financial planning firm led by founder Adam Scott, a CFP who provides investment management and retirement planning services. The firm uses a five-step engagement process beginning with a discovery meeting to identify client goals, followed by plan development, mutual commitment, organization of accounts, and ongoing progress reviews. Services encompass financial planning across investment, tax, estate, and insurance considerations, with the advisor serving as a personal chief financial officer to coordinate across the client's financial picture.