Erick Arndt - Financial Advisor Santa Clarita

Financial Advisor Santa Clarita You Can Understand

Clear financial planning and investment management from a fee-only fiduciary advisor based in Santa Clarita, serving clients across Los Angeles, California, and throughout the United States.

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Virtue Wealth Management is a fee-only fiduciary financial advisor in Santa Clarita, CA. We help individuals, families, and business owners with unbiased financial planning, investment management, retirement income strategies, and 401(k) advisory. Our goal is to give you clear guidance so you can make confident financial decisions.

How We Help Clients in Santa Clarita

Comprehensive Financial Planning

Retirement planning, tax strategies, college funding, estate planning, and life transitions — all in one clear plan.

Investment Management

Low-cost, globally diversified portfolios tailored to your risk tolerance, timeline, and financial goals.

401(k) & Business Retirement Plans

Fiduciary guidance for business owners and their teams, plus financial advice for employees.

What Santa Clarita Clients Say

"I’ve been working with Erick for 6 years now. I am so glad we met. It is so important for a music artist to find someone they can trust to look after their money and royalties so I can focus on my music. It has been a wonderful experience working with you. Thank you!"

— Shawn C., 12-time Grammy-nominated recording artist

"Erick is incredibly knowledgeable when it comes to all things financial. He takes the time to really listen to my concerns and ideas, and always offers thoughtful recommendations to make them even better. I’ve learned so much from him and the financial plan he prepared for our family, and it’s made a real difference in how I manage my personal finances. He’s also quick to respond to emails and calls, and both he and his team provide top-notch customer service. We feel truly fortunate to have come across his information!"

— N. Ortiz, mom and HR professional, Santa Clarita

"After my husband died, the companies that he had his life insurance policies with were reluctant to give me my money - stalling, dropping my connection on the phone, not answering my calls and so on for months. I was distraught and didn't know what to do. Thankfully at that time I met Erick. He knew what to do to force them to hand over the money. Thank goodness! Ever since then he has handled my investments with knowledge, kindness and skill."

— Jeanine, Retired

"I am delighted to recommend Virtue Wealth Management & Financial Planning for their outstanding financial advisory services. I have had the pleasure of working with Erick Arndt and his team for the past few months, and their expertise has been invaluable in helping me navigate my finances and plan for retirement. Growing up, I was never fully educated about retirement and investments, but I always knew the importance of saving for a secure future. Erick and his team provided me with a personalized financial plan that has kept me on track towards achieving financial freedom."

— Catherine S, Nurse in LA

Frequently Asked Questions

What should I look for in a financial advisor in Santa Clarita?

Look for a fee-only fiduciary who is legally obligated to act in your best interest, communicates clearly, and has deep experience helping clients in the Santa Clarita area.

Are you a fee-only fiduciary financial advisor?

Yes. Virtue Wealth Management is a fee-only fiduciary firm. We do not accept commissions, which means our recommendations are unbiased and aligned with your goals.

How much does a financial advisor cost in Santa Clarita?

We charge transparent, fee-only pricing based on the complexity of your situation. Many clients find the value far exceeds the cost over time.

Do you work with clients in Valencia and nearby areas?

Yes. We proudly serve clients throughout Santa Clarita, Valencia, and the surrounding communities.

What services do you offer as a financial advisor in Santa Clarita?

We provide comprehensive financial planning, investment management, retirement income planning, 401(k) advisory, and estate planning strategies.

Ready to Work with a Financial Advisor You Can Understand?

Let’s start with a no-pressure conversation about your goals.

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