Choosing the right investment firm is a key move in building a strong and secure financial future. Whether you’re aiming to create a diversified portfolio, preparing for retirement, or exploring opportunities for financial growth, partnering with a reputable investment firm can provide the insight and confidence needed to manage today’s dynamic markets.
For those in Long Beach looking for expert investment guidance, the firms listed below are known for their customized strategies, fiduciary commitment, and deep understanding of the local economic landscape.
William Allan Investment Advisors
William Allan is a Long Beach, California-based investment advisory firm founded in 2004, dedicated to helping individuals and institutions achieve their financial goals through disciplined wealth planning, tax analysis, and portfolio management. With over two decades of experience, the firm emphasizes a client-first approach, aligning its interests with those of its clients by investing alongside them.
Address: 100 Oceangate #1200, Long Beach, CA 90807
Phone: 18006775309
Email: [email protected]
Website: https://www.willallan.com/
Linda A. Walker CFP
Linda A. Walker, CFP® is a seasoned financial advisor based in Long Beach, California, with over 40 years of experience in the financial services industry. She is affiliated with LPL Financial LLC, one of the nation’s leading independent broker-dealers, and operates her own registered investment advisory firm, Linda A. Walker, CFP.
Address: 1 World Trade Center, Long Beach, CA 90831
Phone: 15629865859
Email: [email protected]
Website: http://www.lindaawalkerfp.com/home
Hill Financial & Insurance
KOHR Financial & Insurance Services is a full-service financial firm headquartered in Seal Beach, California, with an additional office in Mission Viejo. Established in 1996, KOHR offers a comprehensive suite of insurance solutions tailored to both individuals and businesses, aiming to provide clients with peace of mind and financial security.
Address: 5732 E 2nd St Ste A, Long Beach, CA 90803
Phone: 15629872727
Email: [email protected]
Website: https://www.kohrfinancial.com/fiduciary-investment-advisers
Kensington Investment Counsel
Kensington Investment Counsel (KIC) is an independent investment advisory firm based in Long Beach and Santa Barbara, California. Founded in 1994 by Richard “Dick” Wimbish, KIC serves high-net-worth individuals and small institutional clients, offering a personalized and client-oriented investment approach.
Address: 5580 2nd St #209, Long Beach, CA 90802
Phone: 15629836677
Email: [email protected]
Website: https://www.kensingtonic.com/
Crux Wealth Advisors LLC
Crux Wealth Advisors is a Long Beach, California-based independent Registered Investment Advisor (RIA) specializing in fiduciary financial planning and investment management. Founded in 2016 by CEO Travis Alexander, MBA, CRPC®, the firm has rapidly expanded, managing over $3.4 billion in assets under management (AUM) as of 2025. Crux emphasizes a client-centric approach, offering personalized financial solutions to individuals, families, and business owners.
Address: 3444 E Anaheim St, Long Beach, CA 90804
Phone: 15627353875
Email: [email protected]
Website: http://www.cruxwealthadvisors.com/
Karen Codman FSC Securities Corporation
Karen R. Codman is a seasoned financial advisor based in Long Beach, California, with over 25 years of experience in the financial services industry. She is the founder of Lunaria Wealth Management, operating under the umbrella of Osaic Wealth, Inc. Karen is committed to delivering personalized, values-based financial planning and wealth management services to individuals, families, and small businesses.
Address: 1165 E San Antonio Dr, Long Beach, CA 90807
Phone: 15627285800
Email: [email protected]
Website: http://karencodman.com/
Zahn & Zahn Estate Financial & Tax
Zahn & Zahn, Inc. is a Long Beach, California-based financial services firm with over 30 years of experience in accounting, investment advisory, and tax consulting. The firm is dedicated to helping clients achieve financial security, grow their businesses, and manage tax liabilities through a comprehensive and personalized approach.
Address: 2209 N Lakewood Blvd, Long Beach, CA 90815
Phone: 15625977231
Email: [email protected]
Website: http://www.zahnandzahn.com/
Patrick Lewis Investment Group
Patrick Lewis Investment Group is an independent wealth management firm based in Long Beach, California, dedicated to helping individuals and families achieve financial confidence and a secure retirement. They offer personalized strategies in areas such as retirement planning, wealth transfer, estate conservation, insurance, and long-term care. With a commitment to objectivity and client-first service, the firm emphasizes education and transparency to demystify complex financial topics. Their mission is to build long-term, trust-based relationships by developing customized plans that align with each client’s unique goals and life stage. Securities and advisory services are provided through Centaurus Financial, Inc., a member of FINRA and SIPC
Address: 3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806
Phone: 15623042845
Email: [email protected]
Website: http://plfgonline.com/
Ross Wealth Management Group
Ross Wealth Advisors is a Columbus, Ohio-based independent financial advisory firm specializing in comprehensive retirement planning. Established in 1987, the firm is led by Don Ross, RFC, and offers personalized strategies to help clients achieve financial confidence in retirement.
Address: 3711 Long Beach Blvd #719, Long Beach, CA 90807
Phone: 15622060675
Email: [email protected]
Website: http://rosswealthmanagement.com/
LDW Consulting Group
LDW Consulting Group is a financial advisory firm with offices in Long Beach, California, and Las Vegas, Nevada. Led by Certified Financial Planner™ Lawrence Wimsatt, the firm provides personalized financial planning and wealth management services tailored to individuals, families, and business owners. Their approach centers on three core principles: Envision, Empower, and Experience. They assist clients in clarifying their financial goals, making informed decisions, and fostering a positive relationship with money. LDW Consulting Group offers services in areas such as retirement planning, investment management, tax strategies, insurance, and estate planning. They are affiliated with Cambridge Investment Research, Inc., a registered broker-dealer, and Cooper McManus, an SEC-registered investment advisory firm.
Address: 444 W Ocean Blvd Suite 100, Long Beach, CA 90802
Phone: 15623090080
Email: [email protected]
Website: http://www.ldwcg.com/
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