Best Orange County, California Financial Advisors

Finding the right financial advisor in Orange County, California, can be a game-changer for your financial health and future. With numerous options available, it’s essential to know what to look for and which advisors stand out in terms of service, expertise, and client satisfaction. Here’s a detailed guide to help you navigate the best financial advisors in Orange County, complete with reviews, contact information, and insights into their services.

What to Look For in a Financial Advisor

When seeking a financial advisor, consider several critical factors:

- -

Credentials and Experience

The qualifications of a financial advisor are paramount. Look for certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or CPA (Certified Public Accountant). These designations indicate a high level of expertise and commitment to ethical standards.

Fiduciary Duty

Advisors with a fiduciary duty are legally required to act in your best interest. This ensures that the advice you receive is based solely on your needs, without any conflicts of interest.

Fee Structure

Understand how the advisor charges for their services. Common fee structures include fee-only, fee-based, or commission-based. Fee-only advisors are generally preferred as they charge a flat rate or a percentage of assets under management, without earning commissions on products they sell.

Services Offered

Evaluate the range of services provided, from retirement planning and tax advice to estate planning and investment management. A comprehensive service offering can address various aspects of your financial life.

- -

Client Reviews

Client reviews provide valuable insights into an advisor’s performance and client satisfaction. Platforms like Yelp are great resources to read firsthand experiences.

Top Financial Advisors in Orange County

EP Wealth Advisors

Location: 18301 Von Karman Ave, Suite 1050, Irvine, CA 92612
Phone: (949) 247-2067
Website: EP Wealth Advisors
Services: Financial planning, retirement planning, tax planning, investment management, estate planning.
Client Review: “EP Wealth Advisors provide a highly personalized service. Their team is dedicated and well-versed in financial planning. They helped me navigate through my retirement planning with ease and confidence.”

Oakwood Wealth Partners

Location: 17400 Laguna Canyon Road, Suite 125, Irvine, CA 92618
Phone: (949) 444-8103
Website: Oakwood Wealth Partners
Services: Comprehensive financial planning, investment management, retirement planning, tax strategies, insurance, estate planning.
Client Review: “Marianne Ehlers at Oakwood Wealth Partners has been instrumental in helping us achieve financial independence. Her holistic approach and personalized advice make her stand out in the industry.”

Swell Financial Partners

Location: Swell Financial Partners
Phone: Contact via website
Services: Fee-only financial planning, retirement planning, investment management, tax planning.
Client Review: “Swell Financial Partners offers a refreshing approach to financial planning. Their focus on a limited number of clients ensures dedicated and detailed service. They helped us prepare a robust retirement plan and provided valuable tax advice.”

Dorman Skorheim Wealth Management

Location: Laguna Niguel, CA
Phone: (949) 831-3899
Website: Dorman Skorheim Wealth Management
Services: Investment management, financial planning, retirement planning, estate planning.
Client Review: “The team at Dorman Skorheim is exceptional. Their evidence-based investment philosophy and commitment to a fiduciary standard ensure that our investments are managed effectively and ethically.”

- -

Zoe Financial Advisors

Location: Orange County, CA
Phone: (646) 680-9244
Website: Zoe Financial
Services: Financial planning, asset management, retirement planning, tax planning.
Client Review: “Zoe Financial connects you with top-tier fiduciary advisors. The vetting process they use ensures you get the best advisor suited to your needs. Our experience has been nothing short of excellent.”

Oak Street Advisory Group

Location: Laguna Beach, CA
Phone: (949) 494-6820
Website: Oak Street Advisory Group
Services: Comprehensive financial planning, investment management, retirement planning, tax strategies, estate planning.
Client Review: “Oak Street Advisory Group provides exceptional service with a personal touch. They helped us develop a financial roadmap that aligns with our life goals and financial needs.”

Contact Information and Services

EP Wealth Advisors

Oakwood Wealth Partners

Swell Financial Partners

Dorman Skorheim Wealth Management

Zoe Financial Advisors

Oak Street Advisory Group

Conclusion

Selecting a financial advisor in Orange County requires careful consideration of their credentials, fiduciary duty, fee structure, services, and client reviews. The advisors listed here are some of the best in the area, known for their expertise, personalized service, and commitment to acting in their clients’ best interests. By understanding your financial needs and goals, you can choose the advisor that best fits your situation, ensuring a secure and prosperous financial future.

- -

For more detailed reviews and insights, you can visit the advisors’ websites and read their Yelp reviews to get a sense of their client satisfaction and service quality. Remember, the right advisor can make a significant difference in achieving your financial aspirations, so take the time to find one that aligns with your needs and values.