HCR Wealth AdvisorsThere are many people who are often looking for the best ways to secure their financial future. The stages of life that one passes through are always knitted closely with the financial factors, and it is important that it is given due attention in order to avoid disputes and hassles later on. HCR Wealth Advisors have guided hundreds of clients over the years since its inception in 1988 to a build personalized wealth creation strategy designed to assist them in move ahead with financial confidence that is needed in turbulent financial times.
His entrepreneurial acumen has steered the phenomenal growth of the company over the last 20+ years, from a two-person, family operated financial services boutique to a multi-faceted, SEC Registered Investment Advisory firm whose client investment portfolios total close to a billion dollars.
With the recent yield curve inversion tossing another challenge into the ever-complex world of finances, HCR‘s client-first focus is exactly what current and potential clients, and worried investors, need: a firm that will sit down with them, take a holistic view of their financial situation, and advise them on the best course of action moving forward.
Aspiriant divides its services into three boxes - investing, investing and wealth planning and a family office - though it acknowledges on its website that you won't fit neatly into any of them.” The firm's service structure is fluid so clients can pick and choose what they need from those three categories.
The team overall includes five certified financial planners (CFPs), two certified public accountants (CPAs), one chartered financial analyst (CFA), one chartered financial consultant (ChFC), one financial paraplanner qualified professional (FPQP) and one certified plan fiduciary advisor (CPFA).
In consulting, clients will ask for advice on life transition counseling and significant purchase planning. The firm can also help with things like buying or remodeling a house and philanthropic planning. As a fee-based firm, Oakwood can refer clients to certain insurance brokers or agents that will then pay referral fees to the firm should a client purchase a product.
In 2016, Barron's named the firm's CEO, Fred Fern, the No. 1 independent financial advisor in the nation. Greg is the Founder and Chief Executive Officer of HCR Wealth Advisors. HCR Wealth Advisors is a registered investment advisory firm serving high net worth clients The firm advises on personal finance issues including retirement, inheritances, wealth-building, business start-up, life transitions and charitable giving.
Financial advisors can help match a client with a suitable attorney based on their situation. As part of the firm's commitment to open communication, its advisory team meets with its clients regularly and the firm also routinely publishes portfolio updates, research and notes to keep clients in the loop.
AdvicePeriod, LLC portfolios prioritize planning and a passive approach to the markets. Few people start planning for retirement early in life. As HCR Wealth notes, this means that the money in an account will always HCR Wealth Advisors be there for when medical costs arise. The firm customizes its portfolios for each investor, depending on his or her cash flow needs, risk tolerance, time horizon, wealth transfer goals and modeled returns.