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.

Is a Depression Coming?
Gallery

Is a Depression Coming?

admin2020-04-02T10:49:41-07:00April 2nd, 2020|Categories: Economy, Personal Finance, Retirement|Tags: china trade war, crash of 1929, depression, recession|

“Could there be another depression” is one of the top questions we’ve received over the past week. “Yes, we are in a recession and many are worried if things may get much worse before they [...]

Road to Recovery Playbook Factor #1: COVID-19 Case Update
Gallery

Road to Recovery Playbook Factor #1: COVID-19 Case Update

admin2020-04-01T07:15:05-07:00April 1st, 2020|Categories: Economy, Investing, Personal Finance, Retirement|Tags: bear market, china, covid-19, epidemics, farr's law, italy, spain|

Factor #1 in our Road to Recovery Playbook is finding confidence in the peak of COVID-19 cases in the United States. At LPL Research we are monitoring this factor daily, and we wanted to provide [...]

Examining Bear Market Bounces
Gallery

Examining Bear Market Bounces

admin2020-03-31T10:13:28-07:00March 31st, 2020|Categories: Economy, Investing, Personal Finance, Retirement|Tags: bear market|

The big equity bounce has continued, with the S&P 500 Index up more than 17% from the multi-year lows hit last Monday. The big question on many investors’ minds is could this be a bear [...]

Erick, I’m nervous! What do I do now? 3 Questions I Am Being Asked Lately
Gallery

Erick, I’m nervous! What do I do now? 3 Questions I Am Being Asked Lately

admin2020-03-27T07:19:34-07:00March 27th, 2020|Categories: Businesses, Investing, Personal Finance, Retirement|Tags: amazon, google, rebalance, S&P 500, warren buffett|

Another wild week. The emotions are running high and that might cause you to make bad decisions about your money and your 401(k). In the last few days I've gotten calls asking: "What do I [...]

Making Sense of Skyrocketing Jobless Claims
Gallery

Making Sense of Skyrocketing Jobless Claims

admin2020-03-26T08:56:51-07:00March 26th, 2020|Categories: Businesses, Economy, Governments, Investing, Personal Finance, Retirement|Tags: jobless claims, unemployment numbers|

Weekly new jobless claims were reported this morning, and to no one’s surprise they rose to levels thought unimaginable just a few weeks ago. As shown in the LPL Chart of the Day, 3.3 million [...]

Market Volatility Stresses Liquidity
Gallery

Market Volatility Stresses Liquidity

admin2020-03-25T09:11:15-07:00March 25th, 2020|Categories: Businesses, Economy, Governments, Investing, Personal Finance, Retirement|Tags: cboe, covid, vix|

The COVID-19 pandemic has caused unprecedented volatility in recent weeks that has investors and traders scrambling to assess the economic and market impact of the aggressive containment measures. This past week the CBOE Volatility Index [...]