1. The Price Group — UBS Financial Services
20 Pacifica, Suite 1500, Irvine; 949-453-5183; advisors.ubs.com/thepricegroup
Cameron J. Price, CFP, financial advisor and senior vice president of Wealth Management, said The Price Group specializes in retirement wealth management and investments.
“We are a family practice,” Price said. “The group started with my father, Chris Price, back in the ‘80s. We used to be called the Retirement Planning Group. We built our book of business from scratch the ‘old-fashioned’ way: cold calling, knocking on doors, seminars and informational mailers. As our business has grown, the needs of our clients have evolved, and our business has broadened beyond retirement wealth management. We are now comprehensive wealth managers, that offer a broad range of services: financial planning, insurance, traditional investments and alternative investments.”
Price said their team has been growing and they now have two new team associates who are fully licensed. “This is enabling our team to specialize roles for our clients so that we can give them the attention to detail they deserve on every facet of their wealth management relationship with us,” he said.
He said wealth management is an industry based in trust.
“Because of that, we know what clients want and what they are looking for: someone who has integrity and delivers on their retirement planning and portfolio management,” Price said. “We take pride in being fully transparent with our clients and pushing to always do the right thing, always.”
2. EP Wealth Advisors
2211 Michelson Dr., Suite 1150, Irvine; 949-247-2067; epwealth.com
EP Wealth’s Orange County office offers personalized financial solutions designed to meet the unique needs of local residents, according to its website.
“EP Wealth’s founding partners, Derek Holman and Brian Parker, have been best friends since the sixth grade. And they started their work lives together behind the counter at a San Diego frozen yogurt shop. After college, they became successful financial advisors who came to share a dissatisfaction with a wealth management industry that seemed to put profits before people. In 1999, Brian and Derek joined forces to start Premier Financial Management, which later became EP Wealth Advisors, offering objective, conflict-free financial planning and investment advice with an understanding that each client is unique,” according to the site.
Services include family office services, divorce financial planning, retirement planning, investment management, estate, tax and business planning, and more.
3. Beacon Pointe Advisors
Multiple locations; beaconpointe.com
Beacon Pointe Advisors offers comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth, according to its website.
Services include wealth management, investment management, estate planning and retirement planning.
“As the largest female-led RIA in the country, boasting a corporate leadership team comprised of 60 percent women, Beacon Pointe has been a leader in diversity of thought and female representation since the firm’s founding in 2002,” said Shannon Eusey, CEO of Beacon Pointe Advisors.
Beacon Pointe’s mission statement is “to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. We look to further enhance our clients’ lives and missions by aligning their wealth with what matters most.”
