CA · Westlake Village

Fiduciary advisors in Westlake Village, CA

2 advisors with offices in Westlake Village. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Westlake Village

Sherwood Financial Partners

Westlake Village, California

Sherwood Financial Partners is a registered investment advisor in Westlake Village, California, founded by Hannah and Matt. The firm provides financial planning, investment management, estate counseling and wealth transfer, and tax strategy services on a fee-only basis (hourly rates ranging from $250–$500 depending on service and client type), with no commission revenue. As a fiduciary, the firm works with clients to align investments with their goals, timeline, and risk tolerance while addressing estate planning needs.

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Shidoosh Wealth Management LLC

Westlake Village, California

Investment Management Wealth Management

Shidoosh Wealth Management LLC is an independent, fiduciary-driven advisory firm in Westlake Village serving individuals, families, and business owners across California and neighboring states. Founded in 1995, the firm offers investment management, financial planning, retirement planning, estate planning coordination, tax-efficient portfolio strategies, and insurance analysis, with a disciplined approach centered on asset allocation and ongoing portfolio rebalancing. David Shidoosh, the President and CEO with over 31 years of experience, holds the Chartered Retirement Planning Specialist and Chartered Mutual Fund Counselor designations and is a member of the CFA Institute, with investment advisor registration in multiple states.

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Financial advisors in Westlake Village, California

Advisors serving Westlake Village 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.

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