Financial Advisors in Lancaster, California (Los Angeles County)

Patrick Chu, CFP, CPA, MBA
marrick wealth is a boutique, independent wealth and investment advisory firm serving wealthy families throughout California. The company was founded in 2012 by Marty McNamara and Patrick Chu, two advisors with a shared vision and unique credentials - the CPA and CFP®.... See More

Mark Wilson, APA, CFP
Thanks for having a look at MILE Wealth Management. We are proud to have created a firm that is doing real wealth management and “Making It Look Easy.”
Real wealth management is hard. This is the reason why virtually all advisors only do investment management and bare minimum planning. Real wealth management integrates your situation, preferences and goals to help direct the short- and long-term steps in your financial life. We do not do financial plans; life changes so quickly these are often obsolete before the plan is printed and bound. We do PLANNING; we're constantly updating your financial picture, you goals list and your upcoming planning items. You'll be organized, educated and comfortable with your finances so you can focus on the things that matter most to you.
We work with clients in a number of ways: Hourly/Project Based Planning- For those cut out to do it themselves, we can perform a financial review. These typically run around two hours with an initial review, in-person discussion (live or virtual), and “accountability” follow up. Subscription Based Planning - For delegators with more complex needs but are not rich yet, we offer ongoing planning where you pay monthly for the service (like a health club membership). We do full comprehensive and proactive planning and investment management for a monthly fee that typically ranges from $200 to $300 a month. Traditional Wealth Management Planning - For delegators with more than $400,000 to invest, we offer ongoing planning that can be paid as a percentage of assets we manage. Fees for comprehensive and proactive planning and investment management range from 0.60% to 0.20%.
Have a look at our website (www.milewealth.com) or give us a call at if you'd like to learn more.... See More

Doug Michie, CFP, JD, MBA, MS, PhD
Ventura Coast Wealth Management was founded in February 2010 to provide fee only investment advice and financial planning services to Southern California, a vastly under served area. We accept no commissions or compensation from any third parties, all fees are paid directly by our clients, allowing us to serve one master, and not be influenced bythe conflicts inherent in commission paid financial advice.

Our office is located in Ventura, California, but we have clients throughout Southern California, from San Diego to San Luis Obispo. Advances in technology have allowed us to provide honest, client centered advice to clients regardless of their location.

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Daniel Chong
Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care.
Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts. IFA also facilitates IRA rollovers from 401(k)s and 403(b)s.
The value of IFA extends beyond superior investment advice. As a holistic financial partner, IFA helps guide investors through all life and retirement stages. Our Wealth Advisors take a personalized approach to matching people with portfolios while providing a full-range of wealth services for a better overall client experience.
IFA avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, IFA employs a disciplined, quantitative approach that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets.
IFA bases its investment strategy on the highly respected research indexes designed by Eugene Fama and Kenneth French, incorporating 88 years of IFA Index Portfolio risk and return data, third generation index fund designs and 30 years of refined passive trading techniques, employed by Dimensional Fund Advisors.... See More