Business Details
23 Years
experience
Trusted Financial Advisers in Fountain Valley, CA
Since 2003, we have dedicated ourselves to providing expert financial planning tailored to each client's unique goals. Our mission is to empower clients through education and guidance, ensuring they feel confident in managing and transferring their wealth. Co-founded by Steve Meyers and Audrey Hong, our team combines decades of experience from respected firms like Citibank and American Express Financial Advisors. We prioritize personalized service, building relationships based on trust and transparency while staying current on evolving financial regulations.Our approach focuses on understanding individual client needs, offering comprehensive strategies for investment, retirement, estate planning, and long-term care. We serve clients across 15 states, maintaining affiliations with LPL Financial, a registered investment advisor and FINRA/SIPC member. Our commitment to client education helps demystify financial topics, enabling informed decision-making at every life stage. With offices in Fountain Valley, California, we blend local expertise with national resources to deliver tailored financial solutions.
Services
Investment Planning
Retirement Planning
Wealth Transfer Planning
Long Term Care Planning
Details
- Year established: 2003
Highlights and features
- We offer 20+ years of combined experience from Citibank and American Express alumni
- Our team provides personalized financial education tailored to individual life stages
- We maintain FINRA/SIPC registered advisor affiliations for regulatory compliance
- Our client-first approach builds trust through transparent, family-like relationships
- We serve 15 states with localized financial planning expertise
Associations and certifications
- LPL Financial
- FINRA
- SIPC
Services
Investment Planning
We develop customized investment strategies aligned with your financial goals and risk tolerance. Our approach combines market expertise with personal financial education to help grow and protect your assets. We continuously monitor market trends and adjust portfolios to maintain optimal performance while keeping you informed about investment decisions.
Retirement Planning
Our retirement planning service creates personalized roadmaps for your post-career life. We analyze current financial status, project future needs, and implement tax-efficient withdrawal strategies. With evolving regulations, we help clients navigate retirement account options and optimize Social Security benefits while addressing longevity concerns through sustainable income planning.
Wealth Transfer Planning
We guide clients through creating comprehensive estate plans that protect assets and ensure proper distribution. Our service coordinates with legal professionals to establish wills, trusts, and beneficiary designations. We emphasize ongoing plan updates to reflect life changes while minimizing tax implications and preserving wealth for future generations through strategic gifting strategies.
Long Term Care Planning
This service addresses financial risks associated with aging care needs. We analyze personal financial situations to project potential care costs and develop protective strategies. Our planning incorporates insurance options, asset protection techniques, and Medicaid planning considerations while maintaining overall portfolio integrity to ensure quality care without compromising financial security.
People
Steve Meyers
Co-Founder
Co-founder with 35+ years experience, previously top advisor at Citibank and T. Rowe Price. Specializes in comprehensive financial planning and client education. Holds CA Insurance License #0723947. Graduated from California State University, Northridge.
Audrey Hong
Co-Founder
Co-founder since 2000, former American Express Financial Advisor. Focuses on financial education and personalized planning. Holds CA Insurance License #0D05251. UC Irvine graduate with philosophy background. Specializes in client relationship building.
Questions
What financial services do you offer?
We provide investment planning, retirement strategies, wealth transfer solutions, and long-term care planning tailored to individual client needs.
How do you personalize financial plans?
We conduct comprehensive assessments of your financial situation, goals, and risk tolerance to create customized strategies that evolve with your life changes.
Are you affiliated with any regulatory organizations?
We operate through LPL Financial, a registered investment advisor and member of FINRA/SIPC, ensuring compliance with industry standards.
Which states do you serve?
We work with clients in Alabama, Arizona, California, Florida, Georgia, Illinois, Maine, Nevada, New Jersey, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming.
How do you approach client education?
We explain complex financial concepts in clear language, provide educational resources, and maintain ongoing communication to help clients make informed decisions.
