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Find a Financial Advisor in San Diego, CA

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.

Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

Meet Your San Diego Financial Advisory Team

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Our team of fiduciary financial advisors in San Diego has been loyally serving individuals and families throughout greater San Diego and Southern California for more than three decades. We pride ourselves on developing tailored financial plans that adapt to changing market conditions and personal circumstances, helping you achieve your long-term objectives with confidence. And, as fiduciaries, you can rest easy knowing your best interests will be the top priority.

Come visit our San Diego financial planners on Historic Decatur Road to discover how our comprehensive wealth management solutions can help you navigate your financial journey.

Patrick McGrath
Financial Advisor
Natalie Quirarte
Financial Advisor
Russell Hall
Partner Advisor

Location and Contact Details

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Address

2305 Historic Decatur Road
Suite 100
San Diego, CA
Hours: By appointment

Services

Our San Diego Team is ready to serve you with expert guidance on:

  • Retirement & Financial Planning
  • Investment Management
  • Coordinated Tax Planning
  • Estate Planning
  • Insurance Services

Latest Insights

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11/01/2024

Should you be using a Donor-Advised Fund for charitable giving?

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

10/31/2024

Retirement Plan Review: From Participation Rates to SECURE 2.0

Gain actionable insights for optimizing efficiency and compliance through strategic plan

09/30/2024

SECURE 2.0 Update: Looking Ahead

Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon.

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