Financial Advisors in Hawaii

Our Purpose is to partner with our clients to achieve their personal and business goals by helping them grow, protect, and properly transfer their business and personal wealth. WealthBridge Inc. prides itself on its fiduciary oath, which is to exercise its best efforts to act in good faith and in the best interests of the client. Our clients’ success is not measured solely by performance statistics but rather the success of achieving their business and personal financial goals.... See More

Lesley Brey, AIF, CFA, CFP, MBA
L.J. Brey, Inc. provides life-based financial planning and wealth management for individuals and families. We strive to develop long-term client/adviser relationships characterized by open communication. We regularly provide broad client education to encourage understanding and personal peace.... See More

F. Dennis De Stefano founded De Stefano Wealth Management in 1982. DWM is Hawaii’s Oldest “Fee-Only” Wealth Management firm, serves a limited number of qualified individuals and concentrates its practice in Comprehensive Fee-Only Wealth Management that will help you Accumulate, Grow, Protect, Enjoy and Transfer your Wealth and in the process alleviate your concerns about money so you can focus on other things in life, such as family, friends, career, physical health, spirituality and the pursuit of happiness.... See More

Imagine a life where you

Have clarity on where you want to go.
Understand the impact of the decisions you make.
Feel organized and in control.
Avoid major financial mistakes.
See your dreams become reality.
Strengthen your ties to family & community.
Know that your best interests are being safeguarded

My name is David Jacobs and helping my clients achieve their most rewarding lives is my passion. As a fee-only financial planner and fiduciary, I deliver concierge-level service with deeper, more thorough expertise focused on your specific needs, helping you navigate the major transitions and challenges you face.... See More