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Empress Investment Group

(30)

Tax Reduction Strategies, Estate Planning/Wealth Transfer, Long-Term Care and Life Insurance

“I had a thorough and insightful meeting with a financial consultant and came away with a larger understanding of how to plan my future income and then retirement years.”

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Velin & Associates Los Angeles CPA Firm

(28)

Forensic Accounting, Financial Statments, Bookkeeping / Write-up

“My situation become even more complicated when the IRS began to tax gains made on cryptocurrencies and when I had to sign an agreement with a startup that involved shares I was to own.”

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WES CPA

(10)

Incorporation Services, Wealth Management, Payroll Services

“Knows his stuff backwards and forwards and is so understanding and patient with my complicated tax needs - I use his services for both multi-state corporate taxes and personal taxes.”

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Tax Preparation Etc by Cam

(11)

“Great tax preparation, but please note during tax season February through April appointments are booked one year in advance.”

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Anthony Sykes and Company

(8)

Quickbooks Services, Small Business Accounting, Incorporation Services

“With the changes of tax codes, Covid, and updating his business, he has not fallen behind on his customer service, his honest and integrity.”

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Robert Ricco

(6)

Business Services, Quickbooks Services, Tax Services

“Additionally, if you're a business owner or ramping up to be a business owner, Robert can help you navigate entity formation and explain the pros/cons of each entity from a tax perspective.”

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One Wealth Management

(3)

Investments, Fee-Based Financial Planning, Trust Services

“The OWM team is always professional, knowledgable and personable in helping me get my finances in order to start a business while keeping my retirement plan on track.”

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Provident Financial Management

(1)

Tour and Live Performance Accounting, Publishing and Royalty Administration, Tax Services

“Providence Financial Management”

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Cuong Le CPA

(1)

“Great , professional and ethical service.”

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Divorce Analytics

(1)

Divorce Mediation, Collaborative Financial Neutral, One-Party Support

“Victoria uncovered hidden money and helped me get a better settlement!”

Featured

Divorce can be an emotionally fraught and expensive process for many people. Not only does uncoupling signify the conclusion of a marriage, but it also marks the end of a financial relationship. As the divorcing couple works through the process, they have to separate the assets accumulated during their marriage. Everything acquired during this period must be distributed between the two parties. One of the most common sticking points in a divorce is the house. It's the quintessential marital asset: worth a lot of money and holds a lot of sentimental value. One party may want to keep the house for the children, while the other may want to sell it and divide the profit. Deciding who gets the house can be challenging, even if the split was amicable. Take a closer look at the legal and financial factors at play and how they might affect the outcome by reading the latest blog post. *Disclaimer: Divorce Analytics provides non-legal divorce financial services. This is not investment advice.

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The Entrust Group

“You can fund your account using a transfer, rollover or a cash contribution. A transfer occurs when funds from the same type of account are moved from one financial institution to another (i.e., moving funds from your Traditional IRA at Company A to ...”

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Syndicated Capital

Brokercheck, Netxinvestor

“Syndicated Capital, Inc. is a registered Broker/Dealer, Member FINRA & SIPC, and not a bank. Investment advisory services are provided by Syndicated Capital, Inc., a registered investment advisor. Where appropriate, Syndicated Capital, Inc. has enter...”

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Kamjoo & Associates

“Kamjoo CPA is a Los Angeles, CA CPA firm working with business owners and individuals. We have years of real world experience providing accounting services for all kinds of small businesses including bookkeeping, tax planning and new business advisor...”

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Silicon Valley Bank

(3)

“The only bank dedicated to tech & start-ups.”

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Walter Weiss Law Office

(2)

“Great firm very caring and decent staff with lots of knowledge, thank you for your help in my case”

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Beach Point Capital Management

(1)

“Smart, trustworthy financial advisors.”

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Wilshire Associates

“Optimize investment portfolios, better understand risks and maximize value with superior market knowledge. We offer solutions for central banks, pension funds, insurance companies, foundations, endowments and family offices. Our bespoke advisory and ...”

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Castillo Accountancy Corporation

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”

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Capital Intelligence Associates

“Capital Intelligence Associates is a full-service independent wealth management firm with a clear understanding of the financial world and its constantly changing landscape. Rely on us to be your financial resource, to look after you and provide guid...”

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Gideon Strategic Partners

“In our final letter of 2020, we wrap up a tumultuous year with an eye towards what may shape up to be an equally daunting 2021 in markets. Global markets are poised to end the year in the continued state of Fed induced euphoria that has grown to a cr...”

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World Accounting Group

Back Taxes Owed, Financial Planning, Non-Profit Organizations

“We are a full-service accounting firm licensed in California. We offer a broad range of services for business owners, executives, and independent professionals in a variety of industries. We view every client relationship like a partnership, and trul...”

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Causeway Capital Management

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Trinity Small Business Solutions

Or a Self-Employed Freelancer, Or by Secure Remote Access, We Offer Comprehensive

“Whether you are a small business owner, a manager at a mid-sized corporation, or a self-employed freelancer, the team at Trinity Small Business Solutions is at your service. We offer comprehensive, cost effective bookkeeping and IT services available...”

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Smartvestor Pro LPL Financial

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Average Cost	$3443
Minimum cost	$1148
Maximum cost	$9753
Avg Per Hour Rates	$345

Best Financial Advisors in Santa Monica, CA

The highest-rated Financial Planning & Wealth Management companies out of 142 vetted & reviewed in the Santa Monica area.

Empress Investment Group

Velin & Associates Los Angeles CPA Firm

WES CPA

Tax Preparation Etc by Cam

Anthony Sykes and Company

Robert Ricco

One Wealth Management

Provident Financial Management

Cuong Le CPA

Divorce Analytics

The Entrust Group

Syndicated Capital

Kamjoo & Associates

Silicon Valley Bank

Walter Weiss Law Office

Beach Point Capital Management

Wilshire Associates

Castillo Accountancy Corporation

Capital Intelligence Associates

Gideon Strategic Partners

World Accounting Group

Causeway Capital Management

Trinity Small Business Solutions

Smartvestor Pro LPL Financial

Retirement Planning and Investment Management Services in Santa Monica, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Santa Monica

Popular in Santa Monica