Whether you're navigating post-fire financial recovery, managing sudden wealth, or planning for your family's future, find financial advisors who work with clients like you across LA's most exclusive neighborhoods.
Find Your Financial AdvisorJoin LA's most successful families who've found their advisor match
The recent fires changed everything for many LA families. Insurance settlements, temporary housing costs, investment account disruptions, tax implications of casualty losses - these aren't typical financial planning scenarios.
Find financial advisors who have experience helping clients navigate disaster recovery. They understand the unique challenges of rebuilding wealth while managing the complex paperwork and emotional stress that comes with major property loss.
Find Your Financial Advisor"Finally found someone who understands stock options and California taxes. Saved me months of research."
"The advisor we found helped us navigate our insurance settlement and rebuild our investment strategy. Exactly what we needed."
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Find advisors serving L.A. – from the Valley to the South Bay.
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Working with an advisor can add as much as 3% more to your annual returns.*
*Assuming 5% annualized hypothetical growth of $100k portfolio vs 8% hypothetical annualized growth of advisor-managed portfolio over 25 years. Source: Putting a value on your value: Quantifying Vanguard Advisor's Alpha, Vanguard, July 2022.
Find Your AdvisorThat generic financial advisor your neighbor recommended? The one who treats your $2M portfolio the same as everyone else's retirement account?
Here's the truth:
Los Angeles wealth comes with Los Angeles problems.
You need someone who gets it. Someone who's helped other LA families navigate insurance settlements, rebuild investment portfolios, and plan around the realities of living in one of America's most expensive and unpredictable cities.