Best Financial Advisors in Sacramento, California

Bangerter Financial Strategies is a wealth management firm specializing in 1031 exchanges, alternative tax strategies, and private wealth management for high-net-worth individuals and families. Led by Jeff Bangerter, the firm provides comprehensive financial planning through a disciplined four-step process (Discovery, Strategy, Implementation, Monitoring & Adjusting) and custom-built investment solutions rather than one-size-fits-all approaches. They serve clients with complex financial needs including real estate investing, tax planning, estate planning, opportunity zones, and family office services.

Towerpoint Wealth is a fiduciary financial advisory firm based in Sacramento serving high-net-worth individuals, retirees, and business owners nationwide. They provide comprehensive wealth management including investment management, retirement planning, tax-efficient strategies, RSU and stock option optimization, estate planning coordination, and legacy preservation. As a fiduciary firm, they are legally committed to acting in clients' best interest and offer personalized financial strategies designed around each client's unique goals and life stage.

Bridgeview Capital Advisors is a Registered Investment Advisor led by David N. Waldrop, CFP, with over two decades of experience in fiduciary financial planning. They offer comprehensive investment management, financial planning, and tax planning services as a fee-only firm, meaning they never earn commissions on product sales and prioritize client interests above all else. Specializing in retirement planning and wealth management for individuals seeking straightforward guidance tailored to their unique financial goals.

ProsperPlan Wealth Financial Advisors is a fee-only, fiduciary financial planning firm based in Gold River serving the Sacramento region. Founded by CFP-credentialed advisors Lauren Williams and Chris Grellas, they specialize in comprehensive financial planning, investment management, retirement planning, and specialized pension guidance for employees of major institutions like Kaiser Permanente, CalPERS, Sutter Health, and UC. Their approach combines personalized tax-smart strategies, financial education, and a structured five-step planning process designed to help mid-career professionals and pre-retirees achieve long-term financial independence and retirement security.

Twin Rivers Wealth Management, led by CFP® Dominick Anton, provides comprehensive wealth management and financial planning for high-income professionals and affluent families in Sacramento. Services include investment management, retirement planning, tax optimization, education planning, risk management, legacy planning, and comprehensive financial planning that integrates all aspects of a client's financial life. Dominick combines evidence-based investment strategies with personalized planning technology and collaborative partnerships with CPAs and attorneys to deliver clarity and confidence in complex financial situations.

Legacy Investments & Real Estate specializes in passive real estate investment strategies, helping investors build wealth without property management responsibilities. With 30+ years of experience and dual real estate and securities licensing, they provide customized investment plans including Delaware Statutory Trusts (DSTs) and 1031 Exchange guidance. Their approach combines deep market knowledge, access to high-quality properties through proprietary channels, and personalized advisory services to align investments with clients' long-term legacy goals.

Parkshore Wealth Management is a family-owned wealth management firm serving the Sacramento area and Utah with comprehensive financial planning, investment management, and tax-centered planning services. All advisors are CFP® professionals, and the team includes Enrolled Agents who specialize in tax planning. They work with financially responsible individuals and families with investable assets over $500,000, focusing on helping clients align their wealth with their life goals—balancing enjoying today while planning for retirement.

Lilani Wealth Management is an independent financial advisory firm in Roseville specializing in personalized wealth planning and investment management for individuals and families. They offer comprehensive financial strategies including retirement planning, investment portfolio management, and financial goal setting. Their team works with clients to build customized plans aligned with their long-term objectives.

Josh Albert is a CFP® (Certified Financial Planner) based in Sacramento offering comprehensive financial planning and wealth management services. As a Northwestern Mutual financial advisor, he helps clients build and protect their financial futures through personalized strategies covering retirement planning, investment management, and insurance solutions. His certification and fiduciary approach ensure clients receive advice aligned with their best interests.

Encompass Wealth Advisers is an independent financial advisory firm in Sacramento specializing in comprehensive wealth management, retirement planning, and investment management for individuals and small business owners. Led by experienced advisors, they provide personalized financial strategies designed to help clients build and protect their wealth throughout their lifetime.

Impact Financial Advisors in Davis provides comprehensive financial planning and investment management services to help clients build and protect their wealth. The firm specializes in retirement planning, investment strategy, and personalized financial guidance tailored to each client's goals and circumstances. They focus on delivering transparent, client-centered advice to support long-term financial success.

Herrera May Wealth Management is an independent financial advisory firm in Sacramento offering comprehensive wealth management, investment management, and financial planning services. The team specializes in helping individuals and families build and preserve wealth through personalized strategies tailored to their unique financial goals and circumstances.

Anita R Johnson & Associates Inc. is a financial advisory firm in Sacramento specializing in personalized financial planning and wealth management for women. With a focus on helping clients achieve financial independence and security, the firm offers comprehensive financial guidance including investment management, retirement planning, and strategic wealth building. Anita R Johnson brings specialized expertise in women-centered financial planning through their practice Money Wisdom for Women.

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 an independent financial advisory firm in Sacramento specializing in comprehensive wealth management for individuals and families. They offer personalized investment strategies, retirement planning, and financial consulting services designed to help clients build and preserve wealth. With a commitment to fiduciary standards and client-focused service, they provide tailored solutions for long-term financial success.

Allworth Financial is an independent wealth management and financial advisory firm serving Sacramento and the surrounding region. They provide comprehensive financial planning, investment management, and retirement planning services to help clients build and preserve wealth. With a focus on personalized strategies and fee-only advisory services, Allworth Financial works directly with clients to align investments with long-term goals without commission-based conflicts of interest.

Slalom Wealth Management is an independent financial advisory firm in Sacramento specializing in personalized wealth management and financial planning. The team works with clients to develop comprehensive strategies aligned with their long-term goals, offering investment management, retirement planning, and ongoing portfolio guidance. They focus on understanding each client's unique situation to deliver tailored financial solutions.

U.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 is an independent wealth management and financial advisory firm based in Sacramento, serving clients throughout Northern California. The team provides comprehensive financial planning, investment management, and retirement strategy services tailored to individuals and families. With deep roots in the Sacramento community, they focus on building long-term client relationships through personalized advice and fiduciary-standard service.

Allison Wealth Management is an independent financial advisory firm in Sacramento providing personalized wealth management, investment strategy, and financial planning services. Founded on a commitment to fiduciary principles, they work with individuals and families to build comprehensive financial plans tailored to their specific goals and circumstances.

Fidelity Investments' Roseville investor center provides comprehensive financial services including investment management, retirement planning, brokerage accounts, and wealth management. As one of the nation's largest financial services companies, Fidelity offers personalized guidance from experienced advisors along with access to a full range of investment products and research tools. Their local team helps clients build and manage portfolios tailored to individual financial goals.

CFS Wealth Advisors is an independent financial advisory firm based in Sacramento that provides comprehensive wealth management and financial planning services. The team works with individuals and families to develop personalized strategies for investment management, retirement planning, and overall financial goals. They focus on building long-term relationships with clients through direct consultation and tailored advice.

American 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 an independent financial advisory firm located in Fair Oaks, California, specializing in personalized wealth management and financial planning services. The firm helps clients build and preserve wealth through comprehensive financial strategies tailored to their individual goals and circumstances. Buck Wealth Management serves as a trusted partner for those seeking professional guidance on investment management, retirement planning, and overall financial strategy.

Lake 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.