Financial Advisors in Modesto, California (Stanislaus County)

Robert Garner, CMFC, CRPC
Garner Financial Management, Inc. was founded with one very important and underlying mission - to improve and enrich the quality of life for you and your family. We will work to develop an investment plan that focuses on asset accumulation and preservation based on proven investment strategies.... See More

Ford & Associates is a RIA ( Registered Investment Advisor ) specializing in Fee Only comprehensive Financial Advice and Investment Counsel. We have been in this business for over 31 years and a RIA since 1982. We advise on all areas of Financial planning; Articulation of one's financial goals; Income tax planning and strategies; Cost effective Insurance coverage; Estate planning analysis and coordination; and Investment portfolio structuring. We advise on budgeting and Retirement Planning. Our Investment advice includes Stocks, Bonds, ETFs, Mutual Funds, REITS, International Securities, Cash Equivalents and more. We have $60,000,000 under management with 30+ clients. Our strength is our Goals Ananysis, and our thoughtful, comprehensive approach to helping our clients reach their goals through the least risky manner possible.... See More

Karla McAvoy, CFP, MBA
HC Financial Advisors, Inc. is a fee-only firm offering financial planning and investment management services to individuals and their families. We are based in Lafayette, California, and have been serving clients throughout the Bay Area and beyond for over twenty five years. Our goal is to offer each client the following:
* Personalized Service
* Advice from experienced professionals
* Comprehensive financial planning advice
* Conservative, diversified investment management
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Wilson & Boucher is a wealth management firm that offers a highly personalized and customized approach to asset management. We are a comprehensive, fee-based, Registered Investment Advisor (RIA) that offers a full suite of wealth management services

Fee-only financial planning and investment advisory services. Comprehensive financial plans, asset management and by-the-hour services available. We have no minimum required asset level and are happy to provide as-needed and project-based advice.

We have extensive experience dealing with self-employed and partially self-employed people (including physicians and university professors who may have regular employment as well as self-employment), with couple's issues and helping couples communicate about money, with self-directed investing, tax management, estate planning, risk management and general financial planning.

We are dedicated to the proposition that everyone should be able to get unbiased and fair advice, and get full value for their money whether it's paying for planning or the investments themselves.... See More

Nicholas Rugh, BS, CRPC, MS
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Rugh Financial is an independent, fee-only, financial planning firm in Palo Alto, CA. Rugh Financial provides services in the area of comprehensive financial planning primarily for pre-retirement individuals, couples and families. Rugh Financial believes in the tenets of Modern Portfolio Theory and strategic asset allocation. Rugh Financial is particularly sensitive to providing prudent and efficient planning and investment strategies for his clients to maximize their opportunities to achieve financial success. Major areas of focus in the financial planning process are:
Investment Management
Retirement Planning
Risk Management
Tax Planning
Estate Planning... See More

Walter Romatowski, CFP, CMA, MBA
We offer "Fee-Only" Financial Advice and Investment Management to people from all walks of life. So, whether you are just starting out, in the midst of building for a brighter future, or seeking to preserve and enjoy the wealth you've already accumulated, Castellan Financial Advisors stands ready to serve you. We do not require account balance or personal income minimums. Please check out our website for more details, and contact us to schedule your complimentary "Get Acquainted Meeting".... See More

We focus specifically on those individuals whose financial situations require a high level of expertise, coordination and analytical sophistication; those who are serious about accumulating and preserving wealth. Our clients face mid-life financial pressures, time poverty, and an overload of investment information. Our purpose is to provide our clients with wise counsel in the management of their financial affairs, so that they may experience satisfaction and peace of mind.... See More

We are a registered investment adviser firm located in the Silicon Valley. We manage investment portfolios for individuals and families. We are an independent, fee-only, low-cost financial advisory firm. With over 29 years of investment expertise, and as a Chartered Financial Analyst, we study financial information and provide the due diligence to examine the risk-reward profile of the best investment solutions for you. We keep investments solutions and their explanations simple and transparent. We are only paid by you and working only for you.... See More

Julie Schatz, CFP
We can help with the answers!
Our clients have been in your shoes. As a team of dedicated, fee-only financial advisors we have helped them achieve their goals. We have a passion for providing advice to help individuals and families build secure financial futures and pursue their passions.
We understand that achieving goals requires discipline and balance. As your financial partner, we combine smart asset management with personalized financial planning to create your plan. This allows you to focus on the things you love while building your financial confidence for moving forward.
As our client, you will know how we are compensated, which is through client fees only. Our advice will always be in your best interest and we will sign a fiduciary oath for you.

Sincerely,

Julie Schatz and Jennifer Cray
Investor's Capital Management, LLC.... See More

Fee-only comprehensive financial planning for new parents and young families.

Steve Johnson, BA, CFP, MBA
Johnson Lyman Wealth Advisors is a fee-only, comprehensive financial planning firm and Registered Investment Adviser in Los Altos, California managing over $180 million for families, trusts, small businesses and not-for-profit organizations. Our minimum Wealth Management engagement fee is $2,500 per quarter. We invite you to contact us at or via email at for more information. Thank you.... See More

Robert Sullivan, BS, CFP
To serve the diverse needs of our clients we offer a variety of fee options: traditional assets under management as well as profit based. As a Multi-Family Office, all services are provided either in-house or through collaborative relationships: Investment Planning, Retirement Planning, Estate Planning, Tax Prep/Planning, Trustee Services, Assisting Children, Assisting Parents, Philanthropic Planning, Private Banking, Asset Protection, and Stewardship Consulting.... See More

Daniel Leahy, CFP, CRTP
Pennington Financial Group is a fee-only independent Investment Advisory and Financial Planning firm. In addition to personal portfolio management, we specialize in tax planning, estate planning, and retirement planning. Our mission is to help our clients clarify their financial goals, make better financial decisions, and to effectively manage their financial resources for both today and years into the future. As a fee-only advisor, we do not accept sales commissions of any kind. Our only form of compensation is derived directly from our clients, and in our opinion, this creates an atmosphere more conducive to offering trusted and objective advice. We believe that the fee-only compensation model best aligns the interests of the client and advisor, and reduces conflicts of interest.
We are pleased to offer a no cost initial consultation and invite you to call our office for an appointment. During our initial meeting we take our time to get acquainted with you, to find out what is important to you, and to determine if our services would be a good fit with your needs. We look forward to hearing from you.
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Cheryl Vesely, CFP, MA
Balance Financial Planning, LLC provides fee-only financial planning and investment advice. Our goal is to help busy professionals and families manage their finances so they can focus on other areas of life. We can help with all dimensions of your finances, from developing a budget to creating a retirement plan to building an overall investment strategy.
We are committed to providing practical, cost-efficient, customized solutions. Whether you want help with one specific area or a comprehensive plan, our flexible fee structure allows us to tailor our services to meet your needs by offering hourly, project-based, and ongoing engagements.... See More