Navigating the complexities of wealth management requires a trusted advisor who understands your unique financial goals. In Fresno, CA, a diverse range of firms offer specialized services—from retirement planning to legacy preservation—tailored to individuals, families, and business owners. Below, we’ve curated a list of top-tier wealth managers known for their fiduciary standards, personalized strategies, and deep local expertise. Whether you’re seeking tax-efficient investing, estate planning, or holistic financial guidance, these firms stand out for their commitment to client success.
Notable Firms:
- Diversified Wealth Management Solutions
- Valley Wealth Management Inc.
- Kerr Wealth Management
- Private Wealth Advisors
- Blue Oak Wealth Management
- Central Valley Strategic Wealth Management
- Roloff Wealth Management Inc.
- Warner Wealth Strategies
- Soutas Financial & Insurance Solutions
- The Foundation Wealth LLC
1. Diversified Wealth Management Solutions
Diversified Wealth Management Solutions is a forward-thinking financial advisory firm committed to helping clients navigate their financial journey with tailored strategies. Based in Fresno, CA, the firm takes a holistic approach, blending investment management, tax planning, and retirement strategies to create personalized roadmaps for financial success. Their team prioritizes transparency and education, ensuring clients understand every step of their wealth-building process. With a focus on long-term relationships, they empower individuals and families to achieve financial confidence and stability. Whether planning for retirement or growing generational wealth, their client-first philosophy sets them apart.
🔹 Services: Wealth Management, Comprehensive Financial Planning, Tax Optimization
📍 Address: 7948 N Maple Ave UNIT 107, Fresno, CA 93720
📞 Phone: 559-412-8492
🔗 Website: Diversified Wealth Management Solutions
📧 Contact: markalcorn@diversifiedwms.com
2. Valley Wealth Management Inc.
Valley Wealth Management Inc. is a trusted financial partner for Central Valley residents, offering bespoke wealth management solutions since 2009. Their seasoned advisors act as “Financial Quarterbacks,” coordinating with tax professionals and estate planners to streamline clients’ financial lives. Specializing in retirement planning and investment management, they focus on aligning strategies with clients’ unique aspirations. Their fee-only structure ensures unbiased advice, fostering trust and clarity. From young professionals to retirees, Valley Wealth Management simplifies complexity, helping clients protect and grow their assets with confidence.
🔹 Services: Wealth Management, Retirement Strategies, Investment Management
📍 Address: 7461 N First St, Fresno, CA 93711
📞 Phone: 559-438-1163
🔗 Website: Valley Wealth Management
📧 Contact: spencer@valleywm.com
3. Kerr Wealth Management
Kerr Wealth Management stands out as Fresno’s premier fee-only RIA, delivering sophisticated financial planning with a personal touch. Founded by Andrew Kerr, the firm serves high-net-worth individuals, business owners, and retirees with tailored investment and tax-efficient strategies. Recognized as the 2024 Best Wealth Management firm in the Central Valley, they emphasize fiduciary integrity and transparent pricing. Their holistic approach covers retirement, estate planning, and 401(k) consulting, ensuring clients achieve both security and independence.
🔹 Services: Wealth Management, Retirement Planning, Fiduciary Investment Advisory
📍 Address: 7255 N First St #101, Fresno, CA 93711
📞 Phone: 559-277-4772
🔗 Website: Kerr Wealth Management
📧 Contact: akerr@kerrwealth.com
4. Private Wealth Advisors
Private Wealth Advisors (PWA) caters to high-net-worth families and institutions with customized portfolio management and wealth preservation strategies. Operating as a boutique SEC-registered firm, PWA combines deep expertise with a fiduciary commitment to client success. Their Fresno team crafts solutions for complex financial needs, including estate planning and philanthropic goals. By prioritizing long-term relationships, they help clients navigate market volatility while staying focused on legacy-building.
🔹 Services: Wealth Management, Investment Management, Estate Planning
📍 Address: 1111 E Herndon Ave Ste 109, Fresno, CA 93720
📞 Phone: 559-451-3463
🔗 Website: Private Wealth Advisors
📧 Contact: mail@pwa.net
5. Blue Oak Wealth Management
Blue Oak Wealth Management merges CPA expertise with investment acumen to offer integrated financial solutions. Led by Aaron Garabedian, the firm emphasizes liquidity, transparency, and tax-smart strategies for retirees and professionals. Their collaboration with The Garabedian Group CPAs ensures seamless coordination between accounting and wealth management. Clients benefit from a fiduciary approach that balances growth with risk management.
🔹 Services: Wealth Management, Tax-Conscious Investing, Retirement Planning
📍 Address: 7110 N Fresno St #200, Fresno, CA 93720
📞 Phone: 559-326-2583
🔗 Website: Blue Oak Wealth Management
📧 Contact: clarissa@blueoakwm.com
6. Central Valley Strategic Wealth Management
Central Valley Strategic Wealth Management brings over 160 years of collective expertise to help businesses and individuals achieve their financial goals. Based in Fresno, the firm combines the sophistication of a large institution with the personalized service of a local team. Their advisors specialize in retirement planning, business succession strategies, and employee benefits, simplifying complex financial decisions for clients. With a focus on education and long-term relationships, they empower clients to navigate wealth accumulation and preservation confidently. Their tailored approach ensures each strategy aligns with individual risk tolerances and aspirations.
🔹 Services: Wealth Management, Retirement Planning, Business Succession Strategies
📍 Address: 1010 W Alluvial Ave Ste 111, Fresno, CA 93711
📞 Phone: 559-650-2643
🔗 Website: Central Valley Strategic Wealth Management
📧 Contact: rod@cvstrategicwealth.com
7. Roloff Wealth Management Inc.
Roloff Wealth Management Inc. specializes in helping clients transition into retirement with clarity and confidence. Founded by Ryan Roloff, the firm provides customized strategies for Social Security optimization, pension analysis, and retirement income planning. Their holistic approach addresses not just finances but also lifestyle goals, ensuring clients can enjoy their golden years without financial stress. With a focus on education and personalized advice, Roloff Wealth Management builds lasting relationships rooted in trust and transparency.
🔹 Services: Wealth Management, Retirement Income Planning, Pension & Social Security Optimization
📍 Address: 7780 N Fresno St Ste 101, Fresno, CA 93720
📞 Phone: 559-408-7439
🔗 Website: Roloff Wealth Management
📧 Contact: info@roloffrs.com
8. Warner Wealth Strategies
Warner Wealth Strategies is a family-oriented firm led by Gary Warner, CFP®, CRC®, with over 27 years of experience. They specialize in retirement income planning, tax-efficient strategies, and estate preservation, helping clients protect and grow their wealth. Their client-centric approach emphasizes simplicity, ensuring complex financial concepts are easy to understand. By fostering trust-based relationships, they empower clients to focus on what matters most—family, passions, and future aspirations.
🔹 Services: Wealth Management, Retirement Income Strategies, Estate Planning
📍 Address: 7447 N First St Ste 203, Fresno, CA 93720
📞 Phone: 559-436-4717
🔗 Website: Warner Wealth Strategies
📧 Contact: alexander.amundson@lpl.com
9. Soutas Financial & Insurance Solutions
Soutas Financial & Insurance Solutions, founded by Dale Soutas, has been guiding Fresno clients toward financial independence since 1989. The firm specializes in retirement income planning, asset protection, and legacy strategies, with a strong emphasis on ethical, client-first advice. Dale’s personal journey inspires the firm’s mission to provide compassionate, tailored solutions for retirees and families. Their comprehensive approach covers tax efficiency, long-term care, and wealth transfer, ensuring clients achieve peace of mind.
🔹 Services: Wealth Management, Retirement Income Planning, Legacy & Tax Strategies
📍 Address: 333 W Shaw Ave Ste 106, Fresno, CA 93704
📞 Phone: 559-230-1648
🔗 Website: Soutas Financial
📧 Contact: info@soutas.com
10. The Foundation Wealth LLC
The Foundation Wealth LLC, led by Certified Financial Planner™ Tim, simplifies wealth management with personalized, easy-to-understand strategies. The firm focuses on building a strong financial foundation through investment management, tax optimization, and education planning. Their fiduciary commitment ensures clients receive unbiased advice tailored to their unique goals. Whether preparing for retirement or funding a child’s education, Foundation Wealth Management provides clarity and confidence in every financial decision.
🔹 Services: Wealth Management, Investment Advisory, Tax & Estate Planning
📍 Address: 7600 N Ingram Ave Ste 104, Fresno, CA 93711
📞 Phone: 559-721-5690
🔗 Website: Foundation Wealth Management
📧 Contact: Tim@foundationwm.com
Choosing the right wealth manager is a pivotal step toward securing your financial future. The firms listed above exemplify Fresno’s robust advisory landscape, combining local insight with comprehensive services. When evaluating options, prioritize fiduciaries who align with your goals, communicate clearly, and offer transparent fee structures. Schedule consultations with a few advisors to find the best fit—your ideal partner should not only manage wealth but also empower you to make informed decisions with confidence.
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