Trusted Financial Advisors in California – By Advice Only

Home » Financial Advisors in California

At By Advice Only, we are dedicated to providing personalized, financial advice to individuals and families across California. Our team of experienced financial advisors takes a client-first approach, focusing solely on your best interests without commissions or hidden fees.

Comprehensive Financial Planning Tailored to Your Needs

We understand that every client’s financial situation is unique. Whether you’re planning for retirement, saving for your child’s education, or managing your investment portfolio, our California-based advisors create customized financial plans to help you achieve your long-term goals.

Your Partner in Financial Success Across California

From Los Angeles to San Francisco, and everywhere in between, By Advice Only is proud to serve clients throughout California. Our advisors are here to help you navigate the complexities of financial planning with confidence and clarity.

To learn about all the features and benefits, visit Learn from us or Plan with us.

Get started in 5 minutes!

Download our app from the Apple or Play stores.

At Your Service

Needs are different and will shift multiple times throughout life. Below are a few generalized life stages common among clients utilizing our services.

To learn more about all the features and benefits, visit Learn from us and Plan with us.

Going through a major life change

Major life events, like marriage, divorce, and retirement, can affect finances. They can also create new planning opportunities. Financial education and a financial advisor can help. They can navigate these changes, provide mediation, and save time. Plus, avoid costly mistakes.

Developing a “complete” strategy

Most everyone can benefit from being financially tactical. They should parse sensitive, subjective matters, gain exposure to key planning topics and the occasional changes to the law. Multiple income streams, insurance, Social Security, and taxes can be complex, and it’s likely everyone requires objective guidance.

Needing experienced advice

Most people have done just one financial plan – their own. A financial advisor’s main value is their experience having worked with many clients. They have seen how strategies play out and they bring that knowledge to the discussion. A client uses a professional’s insights and experiences to make informed decisions on important financial matters.

When assessing risk

We assess risk by combining multiple tests. Diversifying asset allocation and avoiding overlap. Optimizing a portfolio for growth while simultaneously minimizing risk. The goal is to align laws, preferences, and time horizons into one cohesive strategy.

A voice of reason

Clients sometimes benefit from an advisor’s outsider view, acting as a neutral observer or mediator. Our advisors are trained to act as a qualified “go-between” and can help confirm a strategy, inspire a new one, or settle disputes among family.