Recently Recognized By
We are honored to have been recognized by the following media outlets & publications.
We are grateful to our loyal clients and hardworking staff. You can find more information about these rankings here.
California Financial Advisors
Top RIA in the Nation
California Financial Advisors CNBC's FA100 List Since 2019
Principal
Michelle Perry Higgins
$1.9B+
Assets Under Management
As of 6/30/24
Beyond CA
Proudly working with clients in over 40 states & abroad
As of 12/31/2023
99.29%
Average Annual
Client Retention Rate
Measured from 1/1/21 to 12/31/23,
adjusting for client deaths & termination by CFA
Our Philosophy
The foundation of our practice begins with the highest ethical standards. We are a fiduciary registered investment advisory (RIA) firm, meaning that we will always act in our clients' best interest.
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Through our team’s expertise in portfolio management and asset allocation, we provide a personalized investment approach. Our client relationships go beyond surface-level financial planning and investment management.
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Our average client retention rate is 99.29% from 2021-2023. Our retention rate demonstrates the value our client's place on the relationships we cultivate allowing us to provide consistent and effective support for their long-term financial goals. ​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.
