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.

Roth 401(k) Plans: Reviewing the Basics
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Roth 401(k) Plans: Reviewing the Basics

admin2016-12-14T17:05:42-08:00May 12th, 2015|Categories: Employer Sponsored Retirement Plans, Retirement|Tags: 401k, after tax earnings, employer retirement plan, roth 401k, tax free|

Sponsors of 401(k) plans have been permitted to amend their plans to accept Roth (after-tax) contributions since 2006. Plan participants can benefit from having their Roth contributions grow with tax-free earnings, and their contributions can [...]

The Importance of Professional Advice
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The Importance of Professional Advice

admin2016-12-14T17:05:43-08:00May 5th, 2015|Categories: Investing, Personal Finance|Tags: estate plan, home ownership|

In an endeavor as critical as managing your investments, it is prudent to handle some situations with the help of a competent professional advisor. Many individual investors simply do not have the time, patience, or [...]

Retirement Plan News: DOL Recap Q1 2015
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Retirement Plan News: DOL Recap Q1 2015

admin2016-12-14T17:05:43-08:00April 30th, 2015|Categories: Employer Sponsored Retirement Plans|Tags: 401k, dol update, employer retirement plan, Participant Fee Disclosure, president budget, retirement plan legislative update|

DOL UPDATE New Participant Fee Disclosure Timing Relief Under the DOL’s fee transparency regulations, plan administrators must provide a disclosure of plan and investment information, including an investment comparative chart, to eligible employees and beneficiaries [...]

Retirement Planning Tip: Maximize Employer Match

Retirement Planning Tip: Maximize Employer Match

admin2016-12-14T17:05:44-08:00April 28th, 2015|Categories: Employer Sponsored Retirement Plans, Retirement|Tags: 401k, employer retirement plan, generation x, retirement study, tiaa-cref|

More than 75% of those contributing to an employer-sponsored retirement savings plan receive matching contributions, and more than three-fourths of those participants contribute enough to receive the full match, according to TIAA-CREF’s Perfect Match Survey. [...]

Teach Your Children to Save for College

Teach Your Children to Save for College

admin2016-12-14T17:05:44-08:00April 21st, 2015|Categories: College Planning, Personal Finance|Tags: 529, college board, college planning, coverdell, fafsa, us dept of education|

Being part of the college planning process can be very educational for children, as it presents them with valuable financial lessons for the future. Children can earn money, learn about sources of financial aid, research [...]

Retirement Plan News: Legislative Update Q1 2015

Retirement Plan News: Legislative Update Q1 2015

admin2016-12-14T17:05:44-08:00April 16th, 2015|Categories: Employer Sponsored Retirement Plans|Tags: 401k, employer retirement plan, president budget, retirement plan legislative update, roth 401k, SAFE retirement act, SAVE act|

President’s 2016 Budget Proposal The president released his fiscal year 2016 budget proposal during first quarter. Unlike other retirement plan-related proposals introduced this year, the president’s budget proposal appears to combine retirement savings provisions with [...]