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.

Estate Planning is For Everyone
Gallery

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
Gallery

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 [...]

US Debt Downgrade – Why is market pulling back?
Gallery

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
Gallery

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?
Gallery

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
Gallery

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. [...]