If you’re interested in exploring the idea of having a “robo advisor” manage your investments, we provide services that can meet your needs. The decision to turn over your hard-earned money to a software program (“a robo advisor”) is a big one and if you have questions, we can have that discussion with you. The good news is that we offer investment services utilizing both robo advisor as well as your own financial advisor so if you want to discuss the advantages and disadvantages of both, we can help. And if you want to switch at some point from robo advisor to LPL Financial Advisor, we can help you do just that.

If you’re fortunate enough to live in Valencia, you probably want a local LPL Financial Advisor. My name is Erick Arndt. I am a LPL Financial Advisor serving clients right here in Valencia, CA.

As your LPL Financial Advisor, I have the experience and resources to assist in managing the many facets of your financial world – from investments and risk management to estate planning. Working together, we will create a custom financial plan to help preserve and manage your wealth for your lifetime and beyond and work by your side to help you pursue your life goals.

• It’s a Low-cost Investment Solution. At Virtue, you’ll notice your LPL Financial Advisor is different right from start. We don’t try to fit you into a mold or hand you a boilerplate financial plan. You and your goals are unique so your financial advisor should be, too.
• Choose from Pre-defined Investment Models. You can choose from many different models to invest your accounts, each one specializing in a different investment objective.  We’ll even offer you a free consultation a financial advisor to review your investment objectives and decide which models are the best fit.  Our robo advisor models are designed by our team of Certified Financial Planners ™ CFP®.  We can also design a custom financial plan to help you pursue your specific financial and life goals.
• We are right by your side as your trusted Financial Advisor. Whether you choose our robo-advisor solution or choose to work with a financial advisor to manage your portfolio of investments we are always right here to answer questions. oo many financial plans sit on a bookshelf and never viewed again. Maybe they weren’t all that meaningful to begin with but we believe your financial plan is a living, breathing document. It provides guidance as you pursue your financial goals but it needs to be reviewed regularly because we all know that life doesn’t always go according to plan. And when it doesn’t, we’ll be there right by your side through all of it.

• Your Financial Advisor Services are customized. At Virtue, you’ll notice your LPL Financial Advisor is different right from start. We don’t try to fit you into a mold or hand you a boilerplate financial plan. You and your goals are unique so your financial advisor should be, too.
• We offer experience. After reviewing and discussing your goals we’ll create your personal financial plan and a strategy to manage your wealth. Working alongside our team of Certified Financial Planners ™ CFP®, we will design a custom financial plan to help you pursue your specific financial and life goals. And to manage your assets, we don’t believe in one-size-fits-all portfolio management. We choose from many different managers, each one specializing in a different investment objective.
• We are right by your side as your trusted Financial Advisor. Too many financial plans sit on a bookshelf and never viewed again. Maybe they weren’t all that meaningful to begin with but we believe your financial plan is a living, breathing document. It provides guidance as you pursue your financial goals but it needs to be reviewed regularly because we all know that life doesn’t always go according to plan. And when it doesn’t, we’ll be there right by your side through all of it.

At Virtue, you and your financial advisor begin with a meaningful conversation about you. What are your financial goals and how will those financial goals support what you truly want for your life?

When we meet, you’ll never feel rushed or uncomfortable asking a question. After all, it’s about you so you shouldn’t feel like an outsider. As our client, you’ll never think to yourself “How’s my money doing?” or “I haven’t heard from my financial advisor in a while” because we proactively reach out to you. But if you do need us, your call is answered right away and your message returned the same day. That’s what you can expect. Financial advisor services centered around you.