Financial Advisors in Ramona, California (San Diego County)

Woodson Wealth Management is a fee-only financial advisory firm dedicated to providing fiduciary advice so you can focus on doing what you love to do with ZERO financial stress. Learn more about us and our process at www.woodsonwm.com

Steven Farrington, AIF, CFP, CPA
ESI is a fee-only financial planning firm offering services to individuals and small businesses. We are committed to help you achieve your financial and life goals by offering comprehensive and objective advice. We focus on your goals and work with all areas of your financial life - tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more - to create a financial plan that changes as your your circumstances change. We believe financial planning is a process, not an event.... See More

Hillel Katzeff, BA, CFP, MBA

Boonseon Gudmundsen, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Beacon Financial Management LLC is a fee only financial planning and investment management firm helping individuals and families with their long term financial goals. We do not believe that financial advice should be only afforded to the most affluent. We strive to make a difference in our client's lives for the long term by connecting where they currently are to where they would like to be. ... See More

Thomas Stout, CFP, MBA
Stout Capital Management LLC (SCM) is an independent, fee-only, Registered Investment Advisor that provides comprehensive wealth management services. For over 15 years we have been helping clients plan for, and achieve their financial goals and objectives. Combined we have over 60 years of experience in academia, tax planning, corporate finance, investment management, and financial planning that we have focused into the business of SCM. We are proud to be an independent, family owned firm, which promotes a trustworthy and personable experience for our clients.... See More

I've been in the Financial Services industry since 2001 helping clients with their life insurance and retirement planning needs. I have spent the last 4 years helping clients with life insurance planning and life settlements. I just recently obtained my CERTIFIED FINANCIAL PLANNER(tm) designation.... See More

What started as a family business idea in 2015 has grown into a trusted advisor source for many throughout California and several other states. We built our firm on the belief that everyone deserves better and we wholeheartedly believe in always putting our clients’ interests first to achieve more together. We are a proud member of Buckingham Strategic Partners (formerly the BAM ALLIANCE) an active community of independent wealth management firms throughout the United States. Every member of the Buckingham shares our fiduciary pledge to act in their clients’ best interests and help investors and their families take control of their financial futures.... See More

A California Licensed Professional Fiducairy #615 offering fee only comprehsensive financial planning and consulting, and fiduciary services.

Michael Pash, AIF, CFP, MBA
Pure Financial Advisors, Inc. is a Fee-Only registered investment advisor. Our planners are credentialed, experienced and qualified to help you identify strategies to reduce taxes, reduce investment expenses and prudently manage your assets leading to and during retirement. We do not sell financial products or receive commissions. In 2007 Pure Financial Advisors began with a simple idea, what if you could bring together highly qualified advisors with the latest technology and research. And then create a business model designed to reduce or eliminate conflict of interest while delivering state of the art financial advice at an affordable price. We now have a growing firm with over a dozen advisors that are CPAs or CFP Board Certified professionals serving hundreds of clients and managing over 1 Billion dollars. Our rapid success as a firm is a reflection of the exceptional value that we have created for our clients. Please take a close look at how we do it, you may find yourself paying less in taxes, lower investment fees and feeling more confident that you are prudently managing your finances.... See More

Greg Jankowski, BS, CFP, MBA
Our firm's business philosophy is simple - deliver institutional-caliber wealth management services to individuals, families, and non-profit organizations, while providing a personalized client experience within a conflict-free environment. Central to this philosophy is a total separation between advice, products and custody, Delphi does not use any proprietary products, receives no commission-based income (nor do we revenue-share with any of the third-party managers that we utilize in client portfolios), and utilizes independent institutional custodians to hold our clients' assets. Our firm does not utilize "model portfolios", and instead customizes each portfolio based upon a client's long-term goals, risk tolerance and spending expectations.
Our investment philosophy focuses primarily on asset allocation, as we believe that the combination of asset classes used in a client's portfolio will have a significantly greater impact on the portfolio's long-term returns than the selection of particular securities. Portfolios are intelligently constructed and utilize a variety of minimally-correlated asset classes specifically designed to work together as a whole. Our belief is that this philosophy can mitigate risk without materially impacting the long-term expected returns. These attributes are all done under an umbrella which aims at minimizing tax impact, and focuses on matching a client's net-of-tax returns with their goals. ... See More

Andrew Russell, CFP, MBA
Our client loyalty is a source of pride. Trust is earned and demonstrated by monitoring our clients’ financial needs every step of the way with well-credentialed, experienced planners. Our objective is to plan, simplify and monitor your wealth via multidisciplined strategies (investments, taxes, executive pay, IRA distributions etc.) to reach goals and achieve peace of mind during your and your heirs’ lifetimes. We try to avoid conflicts of interest. Our efforts are rewarded with client and professional referrals, local and national recognition. Most important are our clients’ respect and appreciation. If you desire our committed approach, please call us.... See More

Jean Sinclair, BA, CFP, MBA, MS
Meeting your unique needs and helping you realize your dreams - that's our mission at Avenue Advisors. With our investment management and financial planning services, you'll achieve greater control over your financial life and future as you move towards realizing your dreams, goals and objectives. You will receive full transparency in our working relationship. We are Fee-Only advisors because we wish to avoid potential conflicts of interest relating to recommendations of financial products. We do not sell products, accept commissions or accept or pay referral fees. We are paid solely by client fees and work only for our clients. Thank you for taking the time to determine whether we can help you. Please call us at or e-mail us at to start or continue the conversation. ... See More

Leslie Merrithew, CFP, EA
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Comprehensive Fee-Only Planning and Asset Management.

Margot Dorn, CFP, CPA, MSBA
Dorn Financial is an hourly, fee-only financial planning firm in San Diego, California. We offer financial advice as one-time engagements as well as ongoing engagements and periodic checkups. We provide reviews and second opinions on investment portfolios, tax strategies, cash flow and budgeting as well as risk management. As part of each engagement we give you step-by-step instructions so you can implement our advice.Here is how we work: We offer a free initial Get Acquainted Meeting. This is usually conducted in person. We will give you an estimate, upfront, of the expected fee. You can choose how much we work for you.
We can work together in person, by phone or via email. Annual checkups are recommended, but not required.... See More

Jeffrey Platt, CFA, CFP, JD
Wealth Quest Partners, Inc., is an independent, fee-only wealth management firm providing financial planning and investment management services. Our mission is to make a meaningful difference in the lives of our clients by providing professional and compassionate financial guidance.... See More