Fiduciary advisors in Santa Rosa, CA

Santa Rosa, California

Alpha Wealth Management & Planning is an independent financial services firm located in Santa Rosa, California, offering financial planning, investment management, and divorce financial analytics. The firm provides wealth management guidance and develops customized financial strategies for clients seeking to clarify their objectives and establish actionable plans.

Santa Rosa, California

Apex Private Wealth Advisors is an investment advisory firm in Santa Rosa, California. The office has a wheelchair-accessible entrance. The office is open five days a week.

Santa Rosa, California

Casey Barrett Financial & Insurance Services, based in Santa Rosa, offers financial planning and wealth management services led by principals Brian Barrett and Thomas Casey. Both advisors hold FINRA securities licenses (Series 7, 66, 63, and 6) and insurance certifications, with Barrett bringing over seven years of experience in financial advisory. The firm serves clients across various professions with particular emphasis on medical professionals, utilizing a data-driven planning process grounded in understanding each client's financial objectives and circumstances.

Santa Rosa, California

Cipolla Financial Advisors, based in Santa Rosa, California, provides estate planning, financial planning, retirement planning, and investment management services. The firm uses a three-meeting introductory process at no charge to evaluate fit before engagement, and structures advice around clients' stated goals and values. The practice emphasizes tax-reduction strategies and coordinates investment management with broader financial objectives, reassessing the plan as circumstances change.

Santa Rosa, California

Enspire Wealth Management, LLC is an investment advisory firm in Santa Rosa, 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 five days a week.

Santa Rosa, California

Insurance-Based

Harrison Saal, Financial Advisor - Three Groves Insurance and Financial Services LLC is an insurance-based firm in Santa Rosa, California. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Santa Rosa, California

Kobrin Financial & Insurance Services is a family-owned firm based in Santa Rosa, California, with more than 30 years of experience offering financial planning and retirement planning services. The firm works with clients to develop personalized financial strategies and employs risk assessment tools as part of its planning process.

Santa Rosa, California

Madson Wealth Advisors is a family-run firm in Santa Rosa, California, offering investment management, retirement planning, estate planning, and tax planning services. The firm is led by Maxwell Madson, a Chartered Financial Analyst, and serves a limited client base with an emphasis on personalized service built on more than 50 combined years of client service experience. The firm works with pre-retirees, retirees, and individuals managing sudden wealth from inheritances, property sales, or business sales, focusing on cash flow management and risk structuring.

Santa Rosa, California

Pardini Wulbrecht Financial Group of Raymond James is an investment advisory firm in Santa Rosa, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Santa Rosa, California

Raymond James & Associates is an investment advisory firm in Santa Rosa, California. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Santa Rosa, California

Sanford Bressick is a financial advisor with Eagle Strategies LLC, a registered investment adviser and subsidiary of New York Life, serving clients in Santa Rosa, California. He offers financial planning and investment management services, with particular expertise in retirement planning and estate planning, drawing on over 40 years of experience in financial services. Eagle Strategies engages clients through a collaborative planning process that assesses their financial situation and develops customized strategies, supported by an internal team of financial planning consultants, specialists, and portfolio professionals.

Santa Rosa, California

Sonoma County Wealth Advisors is an investment advisory firm in Santa Rosa, California. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Santa Rosa, California

Fee-Based Independent RIA

Sonoma Wealth Advisors is an independent registered investment advisor in Santa Rosa offering financial planning, investment management, and tax advisory services on a fee-based model. The firm employs CFP® professionals and Accredited Investment Fiduciaries who work under a fiduciary standard, providing portfolio management, tax strategy analysis using proprietary tools, and insurance guidance aligned with clients' financial plans. The team incorporates Nobel Prize–framework risk analysis and serves Northern California families and individuals with comprehensive wealth management across investments, real estate, and business holdings.

Santa Rosa, California

Trent Wealth Management of LPL Financial, based in Santa Rosa, California, provides investment management and wealth planning services. The firm offers portfolio management, retirement planning, estate planning, and education planning assistance, with advisors holding the UniFi by CAIA certification in alternative investments. The team delivers personalized service and works directly with clients to understand their financial circumstances, goals, and risk tolerance.