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Trusted Financial Guidance Since 1998

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Recently Recognized By

We are honored to have been recognized by the following media outlets & publications in 2022.

We are grateful to our loyal clients and hardworking staff.

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California Financial Advisors
Top RIA in the Nation

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2022

2021

2020

2019

California Financial Advisors CNBC's FA100 List Since 2019

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Principal
Michelle Perry Higgins

$1.6B+

Assets Under Management

As of 12/2021

Beyond CA

Proudly working with clients in over 40 states & internationally

As of 9/2021

98.96%

Average Annual Client Retention Rate

Measured from 1/1/19 to 12/31/21, adjusting for client deaths and termination by CFA

Our Philosophy

We believe the foundation of our practice begins with the highest ethical standards.

Our commitment to these principal guides everything we do and engenders relationships

with our clients that go beyond surface-level investment management. 

Through our team’s expertise in specialization of client relations, portfolio management and

asset allocation, we fulfill the needs of a personalized investment approach. According to the

proprietary data from 2019-2021, 98.96% of our clients remain with their advisor, allowing

for a continuity of service that supports the “big picture” strategy. 

By only working in our client’s best interest, we never give advice that we would not take ourselves.

We accomplish our goals by giving our clients a trustable plan of action that supports each

client’s priorities on a day-to-day basis. 

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