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Finding the right financial advisor can greatly impact your long-term financial health. Whether you’re growing your wealth, planning for retirement, or managing complex financial situations, a reliable financial expert can guide you in making well-informed decisions and staying on course.
If you’re in Oakland and seeking financial advice, consider these reputable advisory firms known for their personalized service and deep local knowledge.
- Granite Capital Management
- Ella Financial Advising LLC
- The Entrust Group
- Hannah Wealth Management
- Emerge Financial Group
- We Heart Finance
- West Coast Financial
- Sasser Investment Management
- In Touch Financial Services LLC
- Modern Family Finance
1. Granite Capital Management
Established in 2000, Granite Capital Management, LLC is a fee-only investment advisory firm situated at 5707 Redwood Road, Suite 3, Oakland, CA 94619. The firm was co-founded by Joe Fuqua and John Spees, both of whom bring a wealth of experience from their backgrounds in trading and capital markets. Granite Capital provides comprehensive wealth management and investment advisory services, emphasizing a client-centered approach to help individuals and families navigate their financial journeys. To learn more or to get in touch, visit granitcapitalllc.com.
2. Ella Financial Advising LLC
Situated in Oakland, California, Ella Financial Advising LLC specializes in aligning clients’ financial plans with their core values. The firm offers a comprehensive suite of services, including socially responsible investment management, impact investing, and personalized financial coaching. By focusing on financial empowerment and education, Ella Financial Advising assists clients in achieving financial security while promoting thriving communities and a healthy planet. Their approach emphasizes clarity in financial understanding, fostering long-term partnerships, and instilling confidence in financial decision-making. To learn more or to book an appointment, visit ellafinancialadvising.com.
3. The Entrust Group
The Entrust Group specializes in self-directed IRA services, offering investors the opportunity to diversify their retirement portfolios beyond traditional assets. Leveraging over four decades of expertise, Entrust provides essential account administration and recordkeeping, ensuring compliance with IRS guidelines. Clients benefit from 24/7 online access to their accounts through a secure portal and mobile application, streamlining investment management. Committed to empowering clients, The Entrust Group offers a robust Learning Center filled with educational resources to support informed investment choices. To learn more or to start your self-directed IRA journey, visit theentrustgroup.com.
Services: Self-Directed IRAs, Alternative Investments, Educational Resources
Phone: 1-800-392-9653
Website: theentrustgroup.com
4. Hannah Wealth Management
Based in Oakland, California, Hannah Wealth Management offers comprehensive financial planning and investment advisory services. Situated at 675 Hegenberger Rd #223, the firm is committed to guiding clients through personalized strategies aimed at financial growth and security. With a focus on building long-term relationships, Hannah Wealth Management strives to provide clarity and confidence in financial decision-making. Reach out to their team at 510-207-7621 or explore their offerings online at hannahwealthmanagement.com.
5. Emerge Financial Group
Emerge Financial Group stands as a premier firm specializing in tax, accounting, and financial consulting services, dedicated to empowering clients through strategic financial solutions. With a holistic approach, they offer services such as financial statement preparation, bookkeeping, bill paying, and financial reporting, ensuring clients receive comprehensive support tailored to their unique needs. Their experienced professionals prioritize client objectives, providing counsel and recommendations that align with individual financial goals. Committed to excellence and integrity, Emerge Financial Group has earned a reputation as a trusted partner in achieving financial clarity and confidence. To learn more or to schedule a consultation, visit emergefinancial.com.
Services: Financial Statement Preparation, Bookkeeping, Bill Paying
Address: One Harbor Center, Suite 280, Suisun City, CA 94585
Phone: 707-424-6032
Website: Emerge Financial Group
Email: info@emergefinancial.com
6. We Heart Finance
At We Heart Finance, the focus is on delivering tailored financial management and operational support to small nonprofits and business organizations. By offering outsourced finance department services, they enable organizations to achieve financial clarity and efficiency. Their offerings encompass comprehensive bookkeeping—including income and expense data entry, bill processing, and payroll management—as well as advanced accounting services like budget development, bank reconciliations, and preparation of detailed financial reports. They also specialize in audit preparation and 990 filings, ensuring compliance and readiness. Recognizing the importance of financial literacy, We Heart Finance provides customized training workshops for individuals, staff, and board members, fostering informed financial decision-making within organizations. With a mission rooted in empowering clients through effective financial management, We Heart Finance is a valuable ally in driving organizational success. To learn more or to arrange a consultation, visit weheartfinance.com.
Services: Financial Management, Audit Preparation, Customized Financial Training
Phone: (510) 593-4453
Website: weheartfinance.com
7. West Coast Financial
West Coast Financial Wealth Management, Inc. is committed to empowering clients through straightforward financial solutions. Based in Walnut Creek, CA, their services encompass comprehensive retirement planning, investment management, and strategies for tax efficiency. The firm emphasizes education, offering a variety of resources to help clients stay abreast of financial developments. To explore how they can assist in reaching your financial aspirations, reach out at (925) 939-4436 or visit their website at wcfwealth.com.
8. Sasser Investment Management
Located in Oakland, California, Sasser Investment Management, Inc. is a distinguished boutique investment firm dedicated to providing comprehensive portfolio management services for high-net-worth individuals. With a foundation in disciplined value investing, the firm excels in constructing customized portfolios that reflect each client’s unique financial goals and risk tolerance. Their suite of services encompasses various investment strategies, such as Value Portfolio, Dividend Value Portfolio, Fixed Income Portfolio, and Trust Deed Investments. Emphasizing personal relationships and proven results, Sasser Investment Management offers clients the knowledge, discipline, and execution necessary for navigating today’s complex financial markets. To learn more or to arrange a consultation, visit sasserinvestments.com or call 510-835-0960 or 925-915-0711.
9. In Touch Financial Services LLC
Based in the San Francisco Bay Area, In Touch Financial Services specializes in real estate transactions, mortgage lending, and investment advisory services. Their seasoned professionals assist clients through significant financial decisions, such as home purchases, retirement planning, and wealth management. Emphasizing a client-centric philosophy, they offer customized solutions that integrate personal aspirations with financial objectives. Their expertise spans portfolio construction, retirement planning, and estate strategies, all designed to secure clients’ financial futures. To learn more or to arrange a consultation, visit intouchfinancialservices.com or contact them at 510-653-8968.
10. Modern Family Finance
Located in Oakland, CA, Modern Family Finance is a fee-only financial planning firm committed to delivering personalized, tax-efficient financial solutions for contemporary families. With a focus on tech professionals, entrepreneurs, women, LGBTQ+ individuals, and those aiming for financial independence, the firm offers services such as mindful investing, equity compensation optimization, and comprehensive retirement planning. Their holistic approach ensures that clients’ financial strategies are closely aligned with their life goals, fostering long-term financial security and peace of mind. To learn more or to arrange a consultation, visit modernfamilyfinance.com.
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