Best Financial Advisors In Los Angeles Near Me

4worldlovers:
I recently started working with Sam to plan my financial future and he was great to work with. A lot of times when you talk to financial advisors they talk to you like you know everything about finances. However, Sam explained everything to make it easier to understand as a client. He had my best interests from when we started talking to when I signed up with him and I know my money is in good hands and I now have less weights on my shoulders and can focus on other things in life. I would highly recommend working with Sam. He is great.

Sam has been very responsive and knowledgeable. As a young professional starting my true career - he helped ease my initial fears about investing by giving me direct and honest information, with no sugar coating. Speaking to other advisors, I often felt like I was being sold, but not with Sam. I will continue to work with him as I look towards retirement.

4worldlovers: Miracle Mile Advisors is an award-winning, wealth advisory firm founded by experienced, ex-Wall Street advisors who knew there was a better way. Our team of expert fiduciary advisors applies a data-driven approach that has garnered industry-wide recognition and we are just getting started.

When we truly understand what you want to accomplish in life, we can put the pieces together to get you there. By taking an analytical approach and coupling it with your personal needs and desires, we go beyond the dollars and cents to achieve your highest ROL – your return on life.

Our CFA-led investment team employs a refined, data-informed process to turn your personalized objectives and financial needs into a dynamically-constructed portfolio. As a fiduciary, we optimize your after-tax, risk-adjusted returns to ensure your wealth works for you on your terms.

We have built one of the most qualified, passionate, and diverse advisory teams in the industry. Our award-winning culture reflects our obsession with achieving our clients’ goals, developing our talent, and giving back to the community.

We’re a fast-growing, nationally recognized, independent firm that values culture as much as we do results. Let’s grow together.

4worldlovers:
At Pathway Financial Services, we understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives. Whether you're saving for a new home or retirement or seeking estate planning advice, we provide personalized service offering experience and expertise to deliver desired results as a companion guide on your pathway to financial freedom. We'll help you make better financial decisions.


Use our online tool to schedule your free initial consultation. We're looking forward to meeting you!


You are the only one who pays us! We choose to be fee-only to avoid conflicts of interest.

4worldlovers: During our Sound Fiscal House process, we will create your financial blueprint to make sure that your fiscal house can help you weather any retirement storm and deliver the retirement you’ve dreamed of.

We’re here to help you achieve your retirement goals. At EFC, we believe everyone should experience a healthy, happy, and prosperous retirement.

9 simple questions could help you have piece of mind when it comes to your retirement income. Start the journey today!

We’re here to help you achieve your retirement goals. At EFC, we believe everyone should experience a healthy, happy, and prosperous retirement. And, we know that doing that requires a thorough plan.

That’s why we work with you to create a custom financial blueprint for building your sound fiscal house. We can help you manage your finances so you can achieve your retirement goals.

We are on a mission to inform, empower and co-create an exceptional experience for our clients and their families. Using our 6-point building process, we help families build a sound fiscal house today that provides a legacy for their families tomorrow.

Our Process begins with clarifying your goals. What does retirement look like for you?

Once we know where we’re going, then it’s time to understand what we’re working with. What has been set aside to build your sound fiscal house?

Our Financial Architects stress test your current fiscal house to reveal cracks that may hinder you from achieving your retirement goals.

At this stage, we move assets under our management and begin the sound fiscal house building process.

Midway through construction, we do a walk through with you of the sound fiscal house blueprint to make sure that the house we’ve designed matches and delivers the retirement you’ve dreamed of.

Time to pick up the keys! In this visit, we equip you with a detailed financial blueprint that includes your custom income plan, your tax strategy plan, a detailed risk analysis, your estate planning process and your client review schedule.

Have questions about where your income will come from in retirement?

Stop the feeling of being controlled by your money and claim control. Get EFC’s complimentary Retirement Income Planning checklist.

Compound Interest is the eighth wonder of the world. He who understands it, earns it…He who doesn’t pays it.

Retirement: That's when you return from work one day and say, 'Hi honey, I'm home forever.'

What do you call a person who is happy on a Monday? Retired.

4worldlovers: We strive to be your trusted and loyal advisors, who look out for your best interests.

We are committed to helping you create and attain your goals; based on your time frame, resources, and objectives.

With our open architecture platform, we have access to numerous products, investment vehicles and policies that best suit your situation.

Each one of our independent partners offer their own unique set of wealth management services.