Areas served: Sacramento, CA and surrounding Sacramento County
Sacramento's financial advisory landscape reflects the region's diverse economic base, from state government employees with CalPERS benefits to agricultural business owners and technology professionals. Local advisors vary significantly in their approach to fee structures, with some operating as fee-only fiduciaries while others work on commission-based models. This directory provides detailed comparisons of credentials, specializations, minimum asset requirements, and compensation structures to help you identify advisors suited to your specific financial situation.
Bangerter Financial Strategies is a Roseville financial advisory firm led by Jeff Bangerter and a team of specialized financial planners. They're known for three core services: complete 1031 exchange assistance for real estate investors, comprehensive tax strategies including trusts, opportunity zones, and pass-through entity planning, and private wealth management for family offices and ultra-high-net-worth clients. Unlike traditional advisors, they use a holistic four-step process (Discovery, Strategy, Implementation, Monitoring) to custom-build financial roadmaps tailored to each client's unique goals and circumstances.
“Working with Andrew Kraffert-Gora at Bangerter Financial Services has been one of the best financial decisions I’ve ever made. From day one, Andrew made me feel completely comfortable — he really listened, asked thoughtful questions, and explained everything in a way that made sense. He never rushed me or used confusing financial talk — just honest, practical advice that truly fits my goals. I feel more confident about my finances now than I ever have, and that peace of mind is priceless. Andrew is not only incredibly knowledgeable, but also kind, patient, and genuinely cares about his clients. I can’t recommend him enough — if you’re looking for someone you can really trust with your financial future, talk to Andrew!”
— Barbara Kraft, Google Review · 5 ★ avg from 109 reviewsTowerpoint Wealth is a fiduciary financial advisory firm in Sacramento led by Joseph Eschleman and a team with an average of 18+ years of experience. They specialize in retirement planning, investment management, tax-efficient strategies, and legacy preservation for high-net-worth individuals, retirees, and business owners. Serving 300+ clients across 20 states, they hold a 5-star rating on Google from 95 reviews and are legally committed to acting in their clients' best interest.
“After researching local wealth management firms, I discovered Towerpoint Wealth and reached out with what started as a simple, cold inquiry in 2023. That initial contact turned out to be one of the best decisions I've ever made for my family's financial future. From the very first call, I was connected with Megan Miller, and it was immediately clear that she and her team were the right partners to have in our corner. Megan stands out for her professionalism, genuine understanding of our needs, meticulous attention to detail, and—most importantly—exceptional responsiveness. She never leaves questions unanswered or concerns unaddressed. Thanks to her guidance and the strong, coordinated support from the entire Towerpoint team, I no longer lose sleep over our financial future. We feel truly secure and well-positioned for whatever comes next. My family and I are deeply grateful for Megan's expertise and the trustworthy group behind her. We're excited to remain long-term clients under Megan's thoughtful leadership. If I could give more than 5 stars, I absolutely would—this level of care and results is rare and invaluable.”
— Michael Capili, Google Review · 5 ★ avg from 95 reviewsBridgeview Capital Advisors is a Registered Investment Advisor led by David N. Waldrop, CFP®, a CERTIFIED FINANCIAL PLANNER® with over 20 years of experience. As a fee-only fiduciary firm serving El Dorado Hills, CA, they provide investment management, comprehensive financial planning, and tax planning services without selling commission-based products. David specializes in retirement planning and works with clients seeking long-term relationships built on trust and personalized guidance.
ProsperPlan Wealth is a fee-only fiduciary financial advisory firm in Gold River, CA, co-founded by Lauren Williams, CFP®, CRPC®, MBA and Chris Grellas, CFP®, MSFA. They specialize in retirement planning, tax-smart investment management, and pension optimization for mid-career professionals and retirees, with deep expertise serving Kaiser Permanente, CalPERS, Sutter Health, and UC employees. The firm maintains a perfect 5-star rating from 52 Google reviews and operates under a fiduciary standard, ensuring client interests always come first.
“Lauren and Chris provide insightful and detailed financial analysis and planning. I have know Lauren for 9 years and Chris for 3. They have great knowledge and experience. Their team is associated with one of the best financial management companies (New Edge Advisors) in the business. And as such is able to provide for all my financial needs. I have been overwhelmingly satisfied with both the professionalism and personal interest in my financial needs and goals. I fully recommend Prosper Plan Wealth management for anyone looking to improve the path along their financial journey.”
— Gary Glaze, Google Review · 5 ★ avg from 52 reviewsDominick Anton, CFP®, APMA®, BFA™, leads Twin Rivers Wealth Management in Sacramento, providing comprehensive financial planning for high-income professionals and affluent families. With over a decade of experience since 2014, Dominick specializes in retirement income planning, tax optimization, and legacy strategies, integrating every aspect of clients' financial lives into one cohesive plan. His approach combines behavioral finance expertise with collaborative partnerships alongside CPAs and attorneys to deliver clarity and confidence to complex financial situations.
Legacy Investments & Real Estate is a Sacramento-based passive real estate investment firm with over 30 years of experience, holding both real estate and securities licenses — a rare dual qualification that provides full-spectrum expertise in Delaware Statutory Trusts (DSTs) and 1031 Exchanges. They specialize in helping investors transition from active property management to passive income strategies, with 200+ successfully completed transactions and a 5.0-star rating from 26+ Google reviews. Their team provides individualized guidance for investors seeking to build wealth through commercial real estate without the headaches of direct property ownership.
“Jamie Furlong and team are first-rate professionals. We connected with her on the advice of our CPA, as we prepared to sell our fourplex in midtown. Jaime is a natural teacher. She explained the nuances of 1031 exchanges and exchangeable properties with the goal of our understanding what she was explaining. This distinguished her from som financial advisors we have worked with, whose "explanatory" goals seem more about trying to sound knowledgeable by throwing a lot of insider-speak jargon around. Jamie was infinitely patient with us, especially given the starts and stops of selling a property in this market. She addressed our (sometimes idiosyncratic) concerns about replacement properties and respected our anxiety about diversifying our risks with this new type of investment. We are a year out from our sale and exchange. Everything went smoothly process-wise. Importantly, our DST investments are performing as projected (phew). We are grateful for the found time associated with having one fewer rental property to tend to. We wish we had done this sooner. Jamie's commitment to customer service and support before, during and after our purchase of exchange properties has been extraordinary, as is her (and her team's) attention to detail. We cannot say enough positive things about our experience with Jamie and Legacy Investments. We feel very fortunate for our CPA's recommendation and that she was willing to take us on as clients.”
— JoAnne Speers, Google Review · 5 ★ avg from 26 reviewsParkshore Wealth Management is a family-owned fiduciary firm serving the greater Sacramento area and Utah with offices in Granite Bay, Folsom, Lehi, and Logan. Founded in 2008, the firm specializes in helping financially responsible families with $500,000+ in investable assets navigate the transition from peak earning years through retirement. All advisors are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, and the team includes Enrolled Agents providing tax-centered planning to help clients align their wealth with their aspirations.
“I have worked with Parkshore Wealth Management for about 10 years now and I have nothing but wonderful things to say about them. The team at Parkshore has guided me through many financial decisions that have felt challenging, always considering my needs, concerns and ultimately what it most important longer term. They explain things clearly and offer solid direction, with integrity and compassion. I highly recommend them!”
— Susan Plucknett, Google Review · 5 ★ avg from 26 reviewsLilani Wealth Management is a fee-only fiduciary wealth management firm in Roseville, CA founded by Mark Lilani, CFP®, ChFC®. The firm specializes in comprehensive financial planning for physicians, medical professionals, and retirees, offering tax-efficient investment strategies, retirement income planning, and estate coordination. As an independent registered investment advisor, Lilani operates under a fiduciary standard, serving clients throughout Northern California and nationwide.
Josh Albert, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional with Northwestern Mutual in Sacramento, CA, specializing in comprehensive financial planning, retirement strategies, and wealth protection for families and business owners. With a fiduciary commitment to client success and access to Northwestern Mutual's full suite of financial products, Josh provides personalized guidance on investments, insurance, estate planning, and tax-efficient strategies. His practice serves Sacramento and the greater Northern California region with a focus on long-term relationship-based planning.
“Josh and his team have provided my wife and I excellent service since 2018. I didn't know what to expect during our very first in person meeting. In summary: Josh was professional, knowledgeable, and most importantly not pushy. I did not feel one ounce of selling pressure from him at all. He's very personable and empathetic. He listens to understand, not just to reply. My wife and I are busy professionals as well which makes us appreciate the time we spend together. Through Josh's financial services, we both have life insurance policies that have given us peace of mind and security for the family's future. Furthermore, we both have our own retirement accounts through our workplaces. However, I know that just isn't enough in current times, and won't be enough in an uncertain future. We will with confidence and certainty, be inquiring about the investment options that Josh offers in the near future. The key take away is this: Josh isn't a salesman who sells insurance or offers investment services to get you rich. He's a certified professional who will listen your goals and help you build wealth on the way to achieving them. Without reservation I would highly recommend him and his services to those looking to plan for the future.”
— Michael, Google Review · 5 ★ avg from 11 reviewsEncompass Wealth Advisers is an independent, fee-only financial planning firm in Sacramento, CA, founded by Shannon Pike, a CERTIFIED FINANCIAL PLANNER™ professional. The firm specializes in comprehensive financial planning for women, families, and individuals navigating major life transitions such as divorce, inheritance, or career changes. As a fiduciary advisor, Shannon provides unbiased guidance on retirement planning, investment management, tax strategies, and estate planning, with a focus on building long-term client relationships and financial confidence.
“Chris has taken care of my family and our many different types of insurance situations for several years now. He has made finding insurance plans so much easier with no stress! He understands what our family needs and finds a way to make it work! Has been great with helping us understand Health Insurance and Life Insurance plans that are best for our needs and financial budget! We truly appreciate all of his help and hard work!”
— Mama Kersh, Google Review · 5 ★ avg from 21 reviewsImpact Financial Advisors is a fee-only financial planning firm in Davis, CA, led by Certified Financial Planner professionals who specialize in socially responsible investing (SRI) and values-aligned wealth management. They serve clients who want their investments to reflect their environmental, social, and governance priorities while building long-term financial security. With a 4.7-star rating and a fiduciary commitment, Impact Financial Advisors provides comprehensive financial planning, retirement strategies, and impact investment portfolios for individuals and families throughout Northern California.
“Impact Financial Advisors were very helpful. As someone new to understanding IRA, Paul Romo and his team explained my options thoroughly and was friendly and helpful throughout the whole process. They provide excellent service with a personal touch. They are prompt, knowledgeable, responsive to your calls and emails. Appreciate that they are also concerned for my grown children in building their future. Thank you Impact Financial for taking such great care of me and my family. I highly recommend their services.”
— Girlie Maningo, Google Review · 4.7 ★ avg from 14 reviewsHerrera 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.
“Always able to speak directly to my Financial Advisor, Thomas May. Service is excellent with prompt responses. Very satisfied with moving my portfolio. I’m looking forward to a long and profitable future, utilizing the custom account(s) set up and management—well worth the move.”
— Teresa Tanin, Google Review · 5 ★ avg from 13 reviewsAnita R Johnson & Associates is a fee-only financial planning firm in Sacramento led by Anita R. Johnson, CFP®, who specializes in helping women navigate major life transitions including divorce, widowhood, and career changes. With a focus on empowering women to make confident financial decisions, the firm provides comprehensive financial planning, retirement planning, and investment management tailored to women's unique financial needs. Rated 5 stars on Google, the practice serves women throughout Sacramento and the greater Bay Area seeking independent, fiduciary financial guidance.
Pure Financial Advisors, LLC is an independent financial advisory firm in Davis specializing in comprehensive wealth management, retirement planning, and investment strategies for individuals and families. They provide personalized financial guidance tailored to each client's goals and circumstances, with a focus on transparent, client-centered service.
Twin Rivers Wealth Management is a registered investment advisor serving Sacramento and surrounding areas, led by a team of financial professionals including certified financial planners. They specialize in cash flow-based financial planning, comprehensive wealth management, year-round tax analysis and preparation, and custom retirement plan management for individuals and business owners. With a 5-star Google rating and offices in Sacramento and Boise, they provide personalized financial strategies backed by expert analysis and ongoing support.
Allworth Financial in Sacramento is a fiduciary wealth management firm founded in 1993 by Scott Hanson and Pat McClain, now managing over $35 billion in assets for 32,000+ clients nationwide. Their Sacramento office features a team of CFP®-credentialed financial advisors offering integrated services including financial planning, investment management, tax planning, estate planning, and insurance services. Ranked in Barron's Top 15 RIA firms, Allworth serves individuals and families throughout Northern California with comprehensive, coordinated wealth strategies under one roof.
“My husband and I switched to Allworth (Hanson & McClain) a few years ago. We were nervous at first because this switch was at the same time we were in the middle of retiring. I have to say that we are so glad we made the move because our Advisor helped us through this transition by spending time with us to understand our then current financial situation as well as what our goals, plans and potential future challenges might be. We continue to be very pleased not only with the personal service and sound advice we have received but we have come to believe that he truly wants what is best for us.”
— Darlene Davis, Google Review · 4.3 ★ avg from 24 reviewsSlalom Wealth Management is an independent, fee-only fiduciary wealth management firm based in Sacramento, CA, serving clients nationwide. The firm specializes in retirement income planning, tax optimization strategies, and prudent investment management for retirees, small business owners, and sales professionals with variable income. Their fiduciary model ensures they always act in clients' best interests, focusing on reducing taxes, optimizing retirement income, and creating clear, research-backed financial plans.
“This is our very first experience with a wealth management company/financial advisor. We knew that we needed guidance and education regarding our future but had been so hesitant to begin this journey due to the fear that we wouldn't be able to understand it all. Finances and wealth management are for the big-wigs after all, right? Plus....the thought of a "budget" had my head spinning! As we began working with Tony we were immediately put at ease and the process actually became FUN! Tony is great with education and speaking "layman" to those of us who are just starting. We actually look forward to our meetings now. Hugely and wholeheartedly recommend Tony with Slalom Wealth Managment to the newbies and the seasoned, as well.”
— Laurel Fox, Google Review · 5 ★ avg from 3 reviewsU.S. Bancorp Advisors in West Sacramento provides comprehensive wealth management and financial advisory services to individuals and families. As part of U.S. Bancorp, one of the nation's largest financial institutions, they offer investment management, retirement planning, and personalized financial guidance. Their advisors work with clients to develop strategies aligned with long-term financial goals.
Genovese Burford & Brothers operates as part of CAPTRUST's Sacramento office, led by principals Michael Genovese, Lon Burford, and Kelly Brothers. The team specializes in comprehensive wealth management for high-net-worth individuals and families, retirement plan advisory services for employers, and fiduciary consulting. Their fee-only fiduciary approach ensures advice is always in clients' best interests, with deep expertise in complex financial planning, family governance, philanthropic strategies, and corporate retirement plan design.
“Will Gabri has been working with my wife and me converting our 401ks to IRAs.We are very pleased with the results. He also put us in touch with a reverse mortgage loan specialist for our financial situation.Highly recommend this company.”
— Greg Chronicle, Google Review · 5 ★ avg from 3 reviewsAllison Wealth Management is a fee-only fiduciary wealth management firm in Sacramento led by Greg Allison, CFP®, who has over 20 years of experience in financial planning. The firm specializes in helping pre-retirees and retirees navigate retirement income strategies, tax-efficient planning, and investment management with transparent, conflict-free advice. Serving clients throughout Sacramento and Northern California, they focus on building long-term relationships centered on your unique goals.
Fidelity Investments' Roseville Investor Center offers comprehensive financial planning, investment management, and retirement guidance through licensed advisors and Fidelity's full platform of products. Managed by Kai Sonoyama, this full-service branch provides one-on-one advisory services through Strategic Advisers LLC and brokerage services through Fidelity Brokerage Services LLC, covering everything from IRAs and 401(k)s to Medicare planning and estate strategies. Located at 1261 Roseville Parkway, the center serves Roseville, Rocklin, and the greater Placer County area with appointment-based financial planning and access to Fidelity's research, tools, and nationwide resources.
“I had been to the Fidelity Investments a few times already. But the place inside was very calming, peaceful, and very tidy. The investors who had worked there are very nice people. Anyways, I had met a few guy investors named Jose, and another one was Caleb. They have both helped answered my parent's questions about investing management and property. While another investor we had recently met today was Lauren who's also one of the nicest and pure joy businesswoman that had also answered my parent's questions. I never felt so amazed of meeting so many nice people doing investment and especially when we had questions to ask them. One thing that I wanted to add is that the investment service was very nice. Usually, during our boredom and very long-some days of a meeting. They would normally offered us some free snacks, beverages, and fruits of apples to take. Not truly recommended. But however, the people are so nice and they politely answered anyone's questions. I would truly recommend anyone who's wanting to do business and investment. Go with Fidelity Investments. It is one of the best service in Sacramento and Roseville. Please check it out whenever you have the chance.”
— Richie Ly, Google Review · 4.3 ★ avg from 6 reviewsCFS Wealth Advisors is a Sacramento-based fiduciary financial planning firm led by Certified Financial Planner™ professionals. They specialize in comprehensive wealth management, retirement planning, and tax-efficient investment strategies for families, business owners, and pre-retirees in the Sacramento area. As fee-only advisors, they are legally obligated to act in clients' best interests, providing conflict-free financial guidance.
“Gregg and his team COMMUNICATE! This is so hard to find these days. Everyone exhibits patience with questions and professionalism. I wouldnt trust anyone else with our financial future!”
— Barbara Lepin, Google Review · 5 ★ avg from 2 reviewsAmerican River Wealth Management is an independent financial advisory firm serving the Sacramento region from their Rancho Cordova office. They provide comprehensive wealth management and financial consulting services to help clients build and preserve their assets. Their personalized approach focuses on understanding each client's unique financial goals and circumstances.
Buck Wealth Management, Inc. is a fee-only fiduciary wealth management firm in Fair Oaks, CA, led by James Buck, CFP®, MBA. Specializing in comprehensive financial planning for tech executives, business owners, and families navigating stock compensation, equity events, and retirement transitions, the firm provides personalized investment management, tax-efficient strategies, and estate planning guidance. Serving clients throughout the Sacramento region and Silicon Valley, Buck Wealth Management takes a holistic, client-first approach to building and preserving wealth.
“Dustin is a fantastic person, he is caring, attentive to detail, and extremely kind. He always puts the best needs of his customers first which is why he has been voted Best in Fair Oaks so many years in a row and for good reason. He is a great pillar to the community and anyone who gets to do business with him or know him personally will feel blessed.”
— Nikki Camarda, Google Review · 5 ★ avg from 2 reviewsLake Tahoe Wealth Management is an independent financial advisory firm based in Folsom serving clients throughout Northern California. They specialize in comprehensive wealth management, investment planning, and financial consulting for individuals and families looking to build and preserve wealth. With a focus on personalized service and fiduciary standards, they help clients develop strategies tailored to their unique financial goals.
Edward Jones financial advisor Jeanne L Lease, CRPC™ provides personalized financial planning and investment management services to individuals and families in the Sacramento area. With a focus on long-term wealth building, retirement planning, and comprehensive financial strategies, Jeanne works directly with clients to understand their goals and develop tailored solutions. As part of the nationally recognized Edward Jones firm, she combines local expertise with institutional resources to help clients make informed financial decisions.
Navion Financial Advisors is an independent financial advisory firm based in Sacramento serving clients throughout Northern California. They provide comprehensive financial planning and investment management services tailored to help clients build and preserve wealth. With a focus on personalized service and strategic guidance, Navion Financial Advisors works with individuals and families to develop customized financial strategies aligned with their long-term goals.
Bell & Co. Private Wealth Management is a Sacramento-based financial advisory firm specializing in comprehensive wealth management for high-net-worth individuals and families. The firm provides personalized financial planning, investment management, and strategic wealth guidance tailored to each client's unique goals and circumstances. With a focus on fiduciary responsibility and customized service, Bell & Co. helps clients build and preserve wealth while navigating complex financial decisions.
Edelman Financial Engines is a financial advisory firm serving the Elk Grove area with comprehensive wealth management and financial planning services. They help clients develop personalized financial strategies covering retirement planning, investment management, and long-term wealth building. Their team combines professional expertise with technology-driven tools to guide clients toward their financial goals.
Charles Schwab is a leading financial services firm offering brokerage accounts, investment management, retirement planning, and wealth management services to individual and institutional investors. The Sacramento branch provides in-person consultations and account support for clients seeking comprehensive investment solutions, trading platforms, and financial guidance. Schwab is known for low-cost investing options, educational resources, and access to a wide range of investment products.
North Star Financial Partners is an independent financial advisory firm based in Sacramento offering comprehensive wealth management and financial planning services. They work with clients to develop personalized strategies for investing, retirement planning, and long-term financial goals.
Soesbe Financial is an independent financial advisory firm in Sacramento offering personalized financial planning and investment management services. They work with individuals and families to develop comprehensive financial strategies tailored to their unique goals and circumstances.
Morgan Stanley Financial Advisors in Sacramento provides comprehensive wealth management and investment services to individuals and families. Their team delivers personalized financial planning, investment management, and advisory services tailored to clients' long-term financial goals. As part of Morgan Stanley's global platform, they leverage institutional research and resources while maintaining local expertise.
Merrill Lynch Wealth Management in Sacramento provides comprehensive financial advisory services including investment management, retirement planning, and wealth strategies for individuals and families. As part of Bank of America's wealth management division, they offer access to institutional-grade investment products and personalized financial guidance from experienced advisors.
Bangerter Financial Strategies, Inc. is the top-ranked financial advisor in Sacramento with a Lantern Score of 84.75/100 and a 5-star rating from 109 reviews. They specialize in wealth management, 1031 exchanges, and alternative tax strategies for high-net-worth individuals, real estate investors, and business owners.
Several top-ranked advisors serve business owners well: Bangerter Financial Strategies (Lantern Score 84.75) specializes in integrated tax planning for business owners, while Towerpoint Wealth (84.59) serves business owners and executives with stock options. ProsperPlan Wealth Financial Advisors (83.60) also focuses on business owners seeking tax-efficient retirement strategies.
Bangerter Financial Strategies, Inc. (Lantern Score 84.75/100) and Legacy Investments & Real Estate (81.67) both specialize in 1031 exchanges. Bangerter offers alternative tax strategies for high-net-worth individuals, while Legacy Investments focuses specifically on passive real estate investment strategies and tax-deferred growth through 1031 exchanges.
Towerpoint Wealth (Lantern Score 84.59/100) and Bridgeview Capital Advisors (84.00) both specialize in serving retirees and pre-retirees with comprehensive wealth management. Bridgeview Capital, led by CFP David N. Waldrop, offers integrated tax planning specifically designed for those transitioning into retirement.
Anita R Johnson & Associates Inc. (Lantern Score 74.96/100) is a Sacramento-based financial advisory firm specializing in personalized financial planning and wealth management specifically for women, with a focus on helping clients achieve their financial goals and build long-term wealth strategies.
ProsperPlan Wealth Financial Advisors (Lantern Score 83.60/100) in Gold River specifically targets mid-career professionals, pre-retirees, and public sector employees (CalPERS, Kaiser, UC) with tax-efficient retirement strategies. Impact Financial Advisors in Davis (75.12) also serves mid-career professionals seeking comprehensive financial planning.