Herrera May Wealth Management

Sacramento, CA

Serves Sacramento, CA and surrounding Arden-Arcade, Carmichael, Fair Oaks, Folsom, Roseville, and greater Sacramento County

Schedule Consultation (916) 235-8749

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About

Herrera May Wealth Management is a Sacramento-based fee-only fiduciary wealth management firm led by partners Mike Herrera, CFP®, and Jonathan May, CFP®. They specialize in comprehensive financial planning and investment management for families, business owners, and retirees in the Sacramento region, with expertise in retirement planning, tax-efficient investing, and estate coordination. Operating independently, they provide personalized wealth management without product sales or commission conflicts.

Best For

Pre-retirees planning their retirement transition

business owners coordinating the sale or succession of their company

families managing complex estates or inheritances

retirees seeking tax-efficient income strategies

Sacramento-area clients who value fiduciary advice and comprehensive wealth management

What Sets Herrera May Wealth Management Apart

Both Partners Hold CFP® Certification

Fee-Only Fiduciary Model

Comprehensive Tax-Aware Planning

Limited Client Base for Deep Personalization

Fiduciary Standard

Legally bound to act in your best interest — no commission conflicts

CFP® Professionals

Both partners hold the gold-standard CFP® certification

5.0-Star Google Rating

Trusted by Sacramento families with perfect reviews

Fee-Only Model

No product sales or commissions — transparent, unbiased advice

Leadership

Name

Mike Herrera, Jonathan May

Title

Partners, CFP®

Credentials

CERTIFIED FINANCIAL PLANNER™

Hours

Opens today at 9 AM

Mon9:00 AM – 5:30 PM

Tue9:00 AM – 5:30 PM

Wed9:00 AM – 5:30 PM

Thu9:00 AM – 5:30 PM

Fri9:00 AM – 5:00 PM

Sat, SunClosed