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Fremont, California, situated in the heart of the Bay Area, presents a dynamic environment for individuals seeking wealth management services. With a mix of established professionals, tech entrepreneurs, and growing families, the demand for personalized financial planning in the area continues to rise. Wealth management firms in Fremont offer a variety of services, from portfolio management and tax planning to retirement strategies and legacy planning. These providers differ in size, specialization, and client approach, offering a broad range of financial philosophies and fee structures. This guide outlines some of the wealth management options available in Fremont, aiming to inform rather than promote, helping readers become aware of the landscape as they consider their financial futures.
1. FB Investment services
FB Investment Services, located in Washington, IA, provides personalized financial planning, investment strategies, and retirement solutions through a relationship-driven approach. Partnered with First Bankers Trust, the firm focuses on helping individuals, families, and businesses achieve financial well-being with confidence and clarity. Their experienced advisors emphasize client education and long-term goal alignment through tailored wealth management services.
Phone: 5109431990
Email: [email protected]
Address: 39150 Fremont Blvd, Fremont, CA 94538, United States
Website: https://fbinvestmentservices.com/
2. mPura Inc
mPura is a technology product development company based in Fremont, CA, focused on innovative financial platforms. Their current offerings include SmartMoney Investment Advisors, a robo-advisory platform for automated portfolio management, and SmartMoney Ventures, a crowdfunding platform aimed at nurturing startup ecosystems. They are committed to creating digital tools that enhance accessibility and efficiency in financial services.
Phone: 5103962953
Email: [email protected]
Address: 5071 Justin Terrace, Fremont, CA 94555, United States
Website: http://www.mpura.com/
3. Peace of Mind Finance
Peace of Mind Finance (POM Finance) delivers holistic financial planning and investment advisory services designed to grow and protect wealth. Based on a client-first philosophy, they offer tailored strategies that address six key financial planning risks, combining investment, tax, and insurance planning. Their disciplined, three-step process—understanding, designing, and monitoring—ensures clients have clarity and confidence through every financial decision. Backed by Simplicity Wealth’s platform, they provide institutional-level tools with a personal touch.
Phone: 5102302488
Email: [email protected]
Address: 42650 Christy St, Fremont, CA 94538, United States
Website: https://pomfinance.com/
4. Moore & Burkhardt Wealth Management
Moore Burkhardt is a boutique wealth management firm offering personalized financial planning and investment advisory services. Based in California, the firm focuses on helping clients align their financial strategies with life goals through long-term, relationship-driven guidance. They emphasize trust, integrity, and customized service to support individuals, families, and business owners on their financial journeys.
Phone: 5104942077
Email: [email protected]
Address: 39275 State St, Fremont, CA 94538, United States
Website: http://www.mooreburkhardt.com/
5. EnFin Wealth Management
EnFin Wealth Management, led by Neepa Shah, offers holistic financial and insurance services to individuals, families, and business owners. Based in Fremont, CA, EnFin provides tailored strategies for wealth accumulation, tax planning, retirement preparation, and business protection. Their client-first philosophy emphasizes understanding unique goals and delivering personalized solutions. Neepa Shah’s approach integrates financial insight with a deep commitment to helping clients plan for every stage of life.
Phone: 5107892411
Email: [email protected]
Address: 2201 Walnut Ave, Fremont, CA 94538, United States
Website: http://enfinwealth.com/
6. Total Wealth Solutions
Total Wealth Solutions (TWS) is a financial advisory firm offering comprehensive services including investment management, estate planning, insurance, tax strategies, and retirement planning. Their mission is to help clients create, manage, and preserve wealth through a client-first, holistic approach. TWS emphasizes education, transparency, and building long-term financial confidence for individuals, families, and business owners.
Phone: 5102520135
Email: [email protected]
Address: 43068 Christy St, Fremont, CA 94538, United States
Website: http://www.onetws.com/
7. Wealth Management Associate – U.S. Bancorp Investments: Kelly Caravantes
Kelly Caravantes is a Wealth Management Advisor with U.S. Bank in Fremont, CA, providing personalized financial strategies tailored to clients’ unique goals. Her approach integrates wealth planning, investment management, retirement solutions, and estate considerations, ensuring a comprehensive roadmap for financial wellness. Backed by U.S. Bank’s resources, Kelly helps clients navigate complex financial decisions with clarity and confidence.
Phone: 5104942011
Email: [email protected]
Address: 39390 Fremont Blvd, Fremont, CA 94538, United States
Website: https://www.usbank.com/wealth-management/find-an-advisor/ca/fremont/kelly-caravantes
8. Morling Financial Advisors
Morling Financial Advisors (MFA) is an independent, SEC-registered investment advisory firm founded in 1999, offering tax-smart wealth management tailored to clients’ life goals. Their services encompass financial and tax planning, investment management, and specialized strategies in areas like equity compensation, real estate, alternative investments, and ESG-focused portfolios. MFA emphasizes personalized solutions, leveraging a team with diverse expertise to provide comprehensive financial analysis and fiduciary guidance. Recognized among Newsweek’s “America’s Top Financial Advisory Firms 2025” and etf.com’s “Top 50 RIA Firms,” MFA is committed to delivering customized, high-quality service to a select clientele.
Phone: 8446675464
Email: [email protected]
Address: 39355 California St #201a, Fremont, CA 94104
Website: http://morlingfinancialadvisors.com/
Reflecting on Fremont’s Financial Planning Landscape
Choosing a wealth management provider involves aligning personal financial goals with the right level of service and expertise. Fremont’s financial advisory scene reflects the city’s diverse population and economic growth, offering options that range from independent fiduciaries to multi-service firms. While this overview does not advocate for any specific firm or strategy, it highlights the array of available choices for those exploring professional financial guidance. Understanding the scope of services and doing thorough research can lead to more confident and informed decision-making. As with any financial matter, a thoughtful approach helps build the foundation for long-term financial stability.
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