Explore Financial Advisors Serving Roseville, CA

Diligence Wealth Management provides personalized financial planning, investment management, and insurance services for families and small businesses. Specializing in retirement planning, wealth preservation, and tax-optimized strategies, we combine institutional-grade resources with individualized attention. Our fee-based model includes flat-fee financial plans and asset-based management tiers tailored to different wealth levels.

Sierra Financial Planning & Asset Management is a California-licensed Registered Investment Advisor offering personalized financial planning and asset management services. Led by Jack Johnson, a Certified Financial Planner and Certified Public Accountant with over 35 years of expertise, we specialize in creating diversified investment portfolios and comprehensive retirement strategies. Our fee-only model ensures unbiased advice aligned with client goals.

Solera Asset Managers specializes in personalized financial planning, retirement strategies, and asset management for families, retirees, and business owners. We combine risk management and investment expertise to help clients grow and preserve wealth. Our client-centric approach prioritizes long-term financial security and legacy planning.

Lynch Financial Advisors provides fee-only financial planning and wealth management services, specializing in tax optimization, investment strategy, and holistic financial solutions. With over 20 years of experience, the firm serves individuals and families across Sacramento, California, offering personalized guidance tailored to clients' unique life goals. Their comprehensive approach integrates technical expertise with behavioral insights to help clients achieve financial independence.

We help visionary coaches, speakers, and influencers design message-driven businesses through strategic coaching, content architecture, and scalable systems. Our expertise transforms personal expertise into monetizable platforms while building operational frameworks for high-impact growth and revenue expansion.

Capitol Public Finance Group provides strategic financial consulting services to California public agencies. We specialize in customized solutions for financial planning, debt management, and policy development. Our mission is to deliver ethical, cost-effective public finance expertise through personalized client engagement.

Sullivan Wealth Management Group offers personalized fiduciary financial planning, investment management, and estate planning services. Specializing in wealth preservation and generational transfer, the firm serves individuals, families, and businesses through tailored strategies. Their client-focused approach combines industry expertise with faith-driven values to deliver long-term financial solutions.