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.

US Debt Downgrade – Why is market pulling back?
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US Debt Downgrade – Why is market pulling back?

Erick Arndt2023-08-24T10:02:37-07:00August 24th, 2023|Categories: Debt, Economy, financial planning, Governments, Investing, LPL Commentary, Personal Finance, Taxes|Tags: treasuries, treasury bills, US debt|

Volatility has returned right on queue as U.S. equity markets continue to pull back from overbought levels. The recent jump in interest rates has proven to be too much too fast for stocks to [...]

401k Catch Up Contributions are Changing in 2024 – Be aware
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401k Catch Up Contributions are Changing in 2024 – Be aware

Erick Arndt2023-07-17T09:40:03-07:00July 19th, 2023|Categories: Employer Sponsored Retirement Plans, Financial, financial planning, Investing, Personal Finance, Taxes, Women and Wealth|Tags: 401k, catch up contributions, Roth, taxes, traditional 401k|

If You Make Over $145,000, You May Have to Pay Taxes on Your Catch-Up Contributions Planning for retirement is a crucial aspect of financial management, and catch-up contributions have long been a valuable tool [...]

Should You Worry About US Debt Ceiling?
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Should You Worry About US Debt Ceiling?

Erick Arndt2023-05-01T14:40:11-07:00May 5th, 2023|Categories: Adults, College Planning, Debt, Financial, financial planning, Insurance, Investing, Kids, Millennials, Personal Finance, Seniors, Women and Wealth|Tags: deficit, FAQs, recession, US debt|

The Debt Ceiling – My favorite client FAQs There’s a lot of talk about the Debt Ceiling. What is the Debt Ceiling and should we be scared that the US is coming up quickly [...]

How You Title Your Assets Matters
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How You Title Your Assets Matters

Erick Arndt2023-04-25T18:49:27-07:00May 4th, 2023|Categories: Adults, College Planning, Debt, Financial, financial planning, Insurance, Investing, Kids, Millennials, Personal Finance, Seniors, Women and Wealth|Tags: individual account, joint account, joint tenancy with rights of survivorship, tod, transfer on death|

Many investors have more than one investment account. They have a 401k at work, an IRA, a Roth IRA, and one or more non-retirement investment accounts. How you name each one is very important. [...]

Earnings Estimates Impressively Rose. Recession likely?
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Earnings Estimates Impressively Rose. Recession likely?

Erick Arndt2023-05-01T10:18:36-07:00May 1st, 2023|Categories: Economy, Financial, financial planning, Investing, LPL Commentary, Personal Finance, retirement planning|Tags: corporate earnings, recession, S&P 500|

Earnings Estimates for 2023 Impressively Rose Last Week With just over half of S&P 500 companies having reported results, the consensus estimate for S&P 500 year-over-year earnings growth in the first quarter is -3.7%, [...]

Pay it forward. How to teach your kids about money.
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Pay it forward. How to teach your kids about money.

Erick Arndt2023-03-20T17:34:45-07:00April 20th, 2023|Categories: Adults, College Planning, Debt, Financial, financial planning, Insurance, Investing, Kids, Millennials, Personal Finance, Seniors, Women and Wealth|Tags: Individual Retirement Account, roth ira|

Pay It Forward - Teach Your Kids About Money & Kiddie Roth IRA! Looking To Teach a Child Some Important Money Lessons? Consider a Roth Custodial IRA. You started early and have saved hard [...]