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 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 in Los Angeles County.

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.

Articles from Your Financial Advisor in Santa Clarita

Here you’ll find clear, practical articles written by a fee-only fiduciary financial advisor in Santa Clarita. Whether you’re planning for retirement, looking to reduce taxes, navigating Medicare, or thinking about estate planning and legacy, you’ll find straightforward guidance. For personalized support, explore our Financial Advisor Services, Financial Planning for Individuals, or Business Retirement Plan Services.

Have a question about your finances?

We’re here to help. Book a no-pressure conversation with Erick.

2023 Last Minute Tax Savings Ideas
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2023 Last Minute Tax Savings Ideas

Erick Arndt2023-12-06T15:49:16-08:00December 6th, 2023|Categories: Budgeting, Debt, financial planning, Personal Finance, retirement planning|Tags: 2023 tax, charitable, deductions, lower your taxes, paycheck withholding, rmd, tax ideas, tax loss harvesting|

As you approach the year's end, it's so important to consider ALL potential tax strategies to optimize your financial situation. Here are some considerations to guide your decisions: Defer Income to 2024: Consider all opportunities [...]

Are You Saving Enough for Retirement?
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Are You Saving Enough for Retirement?

Erick Arndt2023-11-20T15:10:31-08:00November 22nd, 2023|Categories: Employer Sponsored Retirement Plans, Investing, Personal Finance, retirement planning, Taxes|Tags: 401k, retirement investing, retirement readiness|

Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough funds to your retirement [...]

Is India the New China?
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Is India the New China?

Erick Arndt2023-09-25T14:02:21-07:00October 11th, 2023|Categories: Economy, financial planning, Investing, Personal Finance, Taxes|Tags: china, growth, india, msci|

India has emerged as a compelling economic growth story and an increasingly attractive alternative to China within the emerging markets complex. A growing population with a robust and young workforce, significant infrastructure spending, and [...]

Tax Changes Coming for 2025
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Tax Changes Coming for 2025

Erick Arndt2023-09-22T10:51:23-07:00September 27th, 2023|Categories: Budgeting, financial planning, Investing, Seniors, Taxes|Tags: estate tax rate, income tax rates, medicare, prescription drugs, Trump jobs act|

Hold onto your hats, folks, because big tax changes are making their grand entrance! Spoiler Alert: taxes are going up! Guess what? Starting in 2025, prescription drug prices are getting a bit of a [...]

Estate Planning is For Everyone
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Estate Planning is For Everyone

Erick Arndt2023-09-21T20:13:40-07:00September 22nd, 2023|Categories: Estate Planning, financial planning|Tags: charitable gifts, health care directive, health care proxy, living will, power of attorney, trust, will|

Hey there, future-focused friends! Let's dive into the wonderful world of estate planning – the ultimate life roadmap to make sure your dreams and wishes are rockin' even after you've left the stage. Okay, [...]

Certified Financial Planner Adds to Virtue Team
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Certified Financial Planner Adds to Virtue Team

Erick Arndt2024-02-22T15:33:13-08:00September 1st, 2023|Categories: College Planning, Estate Planning, financial planning, Insurance, Investing, Personal Finance, retirement planning, Taxes, Women and Wealth|Tags: certified financial planner, cfp, Financial plan|

Welcome Ross Allen, Certified Financial Planner (CFP) Plan Manager, LPL Financial In his role as Plan Manager at LPL Financial, Ross supports Virtue Wealth Management where he assists in developing and executing comprehensive financial [...]