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.

Keep Your Money Safe With These Online Shopping Security Tips
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Keep Your Money Safe With These Online Shopping Security Tips

Erick Arndt2023-03-20T17:26:50-07:00April 6th, 2023|Categories: Financial, financial planning, Insurance, Kids, Millennials, Personal Finance, Technology|Tags: credit card theft, identify theft|

Online Scams are Growing The 2022 holiday gift season is now in the rear-view mirror. If you’re like many other people, chances are you did a good amount of shopping online. After all, online [...]

Top Tips for Individuals from New Secure Act 2.0
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Top Tips for Individuals from New Secure Act 2.0

Erick Arndt2023-03-20T17:15:54-07:00March 9th, 2023|Categories: Bonds, Budgeting, Businesses, Debt, Employer Sponsored Retirement Plans, Financial, financial planning, Governments, Investing, Personal Finance, retirement planning, Taxes|Tags: Charitable Distributions, QCD, Qualified, rmd, RMD penalty, Secure Act 2.0|

Get informed on the SECURE 2.0 Act The SECURE 2.0 Act is a bipartisan comprehensive retirement legislation signed into law on December 29, 2022. Here are some interesting takeaways that might impact you: Required [...]

Financial Tips and Great Ideas to Help You in 2023
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Financial Tips and Great Ideas to Help You in 2023

Erick Arndt2023-02-02T17:14:06-08:00February 23rd, 2023|Categories: Bonds, Budgeting, Businesses, Debt, Employer Sponsored Retirement Plans, Financial, financial planning, Governments, Investing, Personal Finance, retirement planning, Taxes|Tags: 401k limit 2023, beneficiary designation, budgeting tip, catch up contribution, pareto, retirement visa|

Here are some of my favorite financial and lifestyle tips as you start the year Knowledge is Retirement Power Especially When You're Traveling Looking to see more of the world during retirement? Some countries [...]

Four Ways Interest Rate Hikes Can Affect Your Finances
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Four Ways Interest Rate Hikes Can Affect Your Finances

Erick Arndt2023-01-19T09:52:51-08:00February 9th, 2023|Categories: Bonds, financial planning, Governments, Investing, Personal Finance, retirement planning, Taxes|Tags: asset, debt, financial planning, liability, net worth, retirement income|

Besides slowing the economy, higher rates affect your personal finances. Unless you live on another planet, you are fully aware of this thing called inflation — whether you’re at the grocery store, a gas [...]

Earnings Up but Stocks Are Down… Not as uncommon as you’d think
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Earnings Up but Stocks Are Down… Not as uncommon as you’d think

Erick Arndt2023-03-20T17:13:20-07:00January 26th, 2023|Categories: Bonds, financial planning, Governments, Investing, Personal Finance, retirement planning, Taxes|Tags: corporate earnings, S&P 500, stock market|

Investors often talk about how earnings drive stock prices. But that begs the question how so many strategists and pundits expect earnings to fall in 2023 and stocks to rise? That’s our view in [...]

Maximizing Retirement Income
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Maximizing Retirement Income

Erick Arndt2023-11-20T15:56:59-08:00January 22nd, 2023|Categories: financial planning, Investing, Personal Finance, retirement planning, Taxes|Tags: 401k, rmd, roth 401k, roth ira, tax bracket|

Doing Some Tax Planning Now Can Pay Off Later in Retirement For many people, retirement is not a time to slow down and stop. It’s a time to explore the next great chapters of [...]