Financial Advisors in Sacramento, California (Sacramento County)

Comprehensive fee-only financial planning for new parents and young families.

We are a fee-only, registered investment advisory firm that provides independent wealth management services to individuals, families, and businesses.

Debra Wetherby, BA, CFA, CFP, CPA, MBA
Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families, individuals and institutions. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client's unique needs and priorities.... See More

Fee-only comprehensive financial advice for new parents and growing families.

Lexi Olian, CFP

Jackie Kleinman, CFP

Mark Astrinos, CFP, CPA/PFS, RLP
Libra Wealth is an independent, fee-only financial advisory firm based in San Francisco, but serving clients around the country. We integrate life planning into the financial planning process to provide thoughtful advice as well as a sound financial framework to make life choices in a more meaningful and holistic way. Our investment strategies are rooted in discipline, with a focus on tax efficiency, reducing costs, and managing risk.
We have the expertise: As a CPA's, CFP's, & Registered Life Planners we've dedicated ourselves to helping clients like you achieve financial wealth and peace of mind. Learn how almost every facet of your life can be more rewarding at the same time as your nest egg is growing.
We're independent: As an independent firm and fiduciary, we work for our clients - not for a brokerage firm, bank, or insurance company.
We're passionate: The true purpose of financial planning is helping you live your best life in a balanced, thoughtful way, using the resources you have.
If you haven't noticed already, we're different than most traditional financial services firms, and proud of it. Starting with our first conversation, we carefully craft an experience that will add clarity, confidence, and flexibility to your financial and other life decisions.
Visit our website to learn more about our services and schedule a 30-minute introductory call. ... See More

Anders Wealth Management is a fee-only™ investment management and financial planning firm in Petaluma, California, just north of the San Francisco Bay Area. At Anders Wealth Management, I use coordinated financial analysis and time-tested financial strategies to create an individually tailored plan that helps my clients maximize their financial assets and achieve their most important goals. Because I am fee-only™ and independent of any major financial services company, my advice is completely objective.... See More

Ira Fateman, BS, CFP, M.Ed.
We are a boutique practice with a focus on your needs and goals. We provide financial planning and investment management services. What sets us apart from many firms is that we are fee-only. We do not earn commissions from sale of insurance or investment products. Our recommendations to you are in your best interests.
We understand that your financial success comes not just from a carefully constructed portfolio tailored to your risk tolerance and goals. Of equal or more importance is your total financial picture. This includes an emphasis on the financial planning process with a goal of helping you make better financial decisions in your personal life.... See More

Russell Kroeger, CFP

Fee-Only Planning and Investment Management. I do not accept commissions or kickbacks for any of my recommendations, therefore my advice is completely objective. One of my most important goals is to help you achieve yours.

Milo Benningfield, CFP, JD
Benningfield Financial Advisors is an independent, fee-only financial advisory firm based in San Francisco. We help individuals and families develop an inspiring vision of their financial future and a realistic strategy to achieve it.
Combining investment mangement with broad financial planning, we simplify our clients' lives, protect their resources, and help them stay on track to realize their most important personal goals.... See More

Are you confident you are saving enough for retirement; or if you are already retired, that your money will sustain the lifestyle you currently enjoy? Do you wonder if there is something more you should do now to protect those you love in the event of your incapacity or death? Are you concerned that your financial advisor may not be putting your best interests ahead of his or hers? Well, you are not alone and we can help.

Steve Bell, CFP®, MBA is one of several Certified Financial Planner professionals at the Wealth Conservatory; an independent financial planning and wealth management advisory, where we work as a team to keep individuals and families on feasible and attractive paths to their goals; to include making sure they do not run out of money before running out of life and that the lifestyles of their loved ones will be protected, even in the event of incapacity or death.... See More

Troy Thompson, CFP, JD
Thompson Advisory Services is a fee-only, comprehensive financial service firm with offices in San Francisco and Portland. We provide complete, integrated financial advice to professionals and entrepreneurs in all stages of life-tax planning and preparation, stock options, investment strategies, insurance, estate planning, college and retirement planning, goal setting, budgeting, and more. I help my clients transform their lives by gaining control over their finances.... See More

Michelle Fait, CFP, EA, MBA
LIFE IS BETTER WITH THE RIGHT PARTNER
Satori Financial LLC works with clients who want a partner to help them organize, simplify, and manage their financial lives in today's chaotic world.
Satori focuses on the planning needs of clients who are single, by choice or by chance, particularly those beginning again after divorce, and working professionals who want to outsource help with their financial life.
In addition to the traditional investment management and retirement planning, Satori offers - Active TAX PLANNING and advice by a credentialed professional to help you make tax-intelligent decisions, and representation before the IRS if needed - ASSET PROTECTION analysis to ensure you retain your assets if you are considering marriage or cohabitation - Coordination of your RISK MANAGEMENT program to close gaps in insurance coverage and preserve what you've acquired - VALUES-BASED PLANNING and a discovery process focused on what you want out of life, developing a financial strategy that supports your personal as well as financial goals
Michelle Fait is a Certified Financial Planner practitioner (CFP®) with expertise in investments and tax. She holds an MBA in Finance from Yale University and a bachelor's degree in Economics from U.C. Berkeley. She is also an Enrolled Agent (EA), allowing her to represent clients before the IRS, and a Certified Divorce Financial Analyst (CDFA), trained in financial and tax matters related to divorce and marriage.
You don't have to do this alone. Contact us to see how we can help.
Very truly yours,
Michelle A. Fait, President... See More