Whether you’re preparing for retirement, building long-term wealth, or seeking expert financial insight, choosing the right wealth manager can have a lasting impact. Long Beach is home to a diverse group of experienced professionals dedicated to helping individuals, families, and business owners achieve their financial goals.
To help you start your search, we’ve compiled a list of wealth managers in Long Beach—each offering personalized guidance and strategic planning tailored to your specific needs.
Wealth Management Financial Advisors
Wealth Management LB, based in Long Beach, California, is a financial advisory firm offering a comprehensive suite of services tailored to individuals and small businesses. Their offerings include tax preparation and planning, small business tax services, IRS problem resolution, and financial consulting. The firm emphasizes personalized, client-focused solutions, providing free consultations to assess financial situations and develop strategies for tax efficiency and wealth building. With a knowledgeable staff committed to integrity and wide-ranging experience, Wealth Management LB aims to help clients navigate complex financial decisions and achieve their financial goals.
Address: 3701 Long Beach Blvd #100, Long Beach, CA 90807
Phone: 5624278877
Email: [email protected]
Website: http://www.wealthmanagementlb.com/
Crux Wealth Advisors LLC
Crux Wealth Advisors is an independent, hybrid Registered Investment Advisor (RIA) headquartered in Long Beach, California, with additional offices in Burbank, CA; Westchester, IL; Stevenson Ranch, CA; Orchard Park, NY; and Greenwood Village, CO. Founded in 2016 by CEO Travis Alexander, the firm transitioned from Raymond James Financial Services in August 2024, launching with $1 billion in assets under management (AUM) and planning a multi-phase transition to manage over $3 billion in client assets. Crux offers comprehensive wealth management services, including financial planning, investment management, retirement planning, estate and tax strategies, and charitable giving. The firm emphasizes personalized, holistic financial solutions tailored to clients’ unique goals and values. Crux partners with Arete Wealth for broker-dealer services and BNY Pershing for custody, leveraging advanced technology platforms to enhance client experiences. Committed to empowering clients to achieve financial independence, Crux Wealth Advisors continues to expand its national presence while maintaining a client-centric approach.
Address: 3444 E Anaheim St, Long Beach, CA 90804
Phone: 5627353875
Email: [email protected]
Website: http://www.cruxwealthadvisors.com/
Financial Literacy Group
The Financial Literacy Group is a Long Beach, California-based organization dedicated to bridging the wealth gap by empowering individuals with essential financial knowledge and skills. Founded by Ron Harris, MBA, MBE, CFEI, the firm offers AI-driven strategies to manage and eliminate debt, aiming to transform clients’ financial futures with confidence. Their services include personalized financial coaching, debt management, investment strategies, and retirement planning, all tailored to meet the unique needs of their clients. With a commitment to financial education, they provide resources such as white papers, workshops, and interactive tools to enhance financial literacy and planning skills. The Financial Literacy Group has served over 6,000 clients, reducing more than $200 million in debt, and boasts a 98% success rate with an average savings of 35% for their clients. Their innovative approach combines technology and personalized guidance to help individuals achieve financial freedom and stability.
Address: 250 W Ocean Blvd Ste 1611, Long Beach, CA 90802
Phone: 3234191600
Email: [email protected]
Website: https://financialliteracy.group
CLG Wealth Management
CLG Wealth Management, headquartered in Long Beach, California, is a registered investment adviser offering personalized financial services to individuals and families. With a legacy spanning over 50 years, CLG provides comprehensive solutions including financial planning, retirement planning, tax strategies, insurance planning, legacy planning, and investment advice, all tailored to clients’ unique life goals. The firm operates on four core principles: excellence, integrity, knowledge, and passion, aiming to be a strategic partner in both business and life. Founded by John and Jan Cartwright, who were instrumental in establishing Financial Network Investment Corporation (now Cetera Advisor Networks LLC), CLG continues to uphold a commitment to client-centric service and professional development. Their team of experienced advisors collaborates closely with clients to create customized plans that address financial needs through every stage of life. citeturn0search0turn0search3turn0search5
Address: 4821 2nd St, Long Beach, CA 90803
Phone: 3103295150
Email: [email protected]
Website: http://www.clgwm.com/
Bond Wealth Management
Bond Wealth Management, based in Wichita, Kansas, has been providing comprehensive financial services since 1997. The firm specializes in retirement planning, investment management, and holistic financial advice tailored to individual client needs. With a commitment to long-term relationships, Bond Wealth Management focuses on helping clients navigate their financial journeys with confidence and clarity.
Address: 5001 Airport Plaza Dr #220, Long Beach, CA 90803
Phone: 5622850222
Email: [email protected]
Website: https://www.bondwealthmgt.com/
Bryson Wealth Management
Bryson Financial, a family-owned firm based in Long Beach, California, has been providing comprehensive financial services for over 50 years. Founded by Rick Bryson and now led by CEO Trent Bryson, the firm offers a wide range of solutions including employee benefits, retirement planning, property and casualty insurance, wealth management, and life insurance. Known for its client-centric approach, Bryson Financial emphasizes personalized strategies tailored to individual and business needs. The firm’s commitment to excellence has earned it recognition in national publications such as Entrepreneur and The Wall Street Journal, and accolades like the Entrepreneur of the Year award from the Long Beach Area Chamber of Commerce. With a dedicated team and a focus on building long-term relationships, Bryson Financial continues to serve thousands of clients, helping them navigate complex financial landscapes with confidence.
Address: 3777 Long Beach Blvd, Long Beach, CA 90807
Phone: 5624354267
Email: [email protected]
Website: https://brysonfinancial.com/
WealthSpring
WealthSpring Partners is an independent financial advisory firm headquartered in Long Beach, California, with additional offices in San Luis Obispo, Orange County, Santa Rosa, and Chino Hills/Chino Valley. The firm offers comprehensive financial services, including retirement planning, investment management, estate planning, insurance solutions, and tax strategies, tailored to individuals, families, and small to medium-sized businesses. WealthSpring Partners emphasizes a client-centric approach, aiming to simplify the complexities of financial life and help clients achieve their long-term financial goals. Their team of CERTIFIED FINANCIAL PLANNER® professionals brings extensive experience in providing personalized financial guidance. The firm’s commitment to holistic financial planning ensures that clients receive integrated solutions designed to build, protect, and transfer wealth effectively.
Address: 5000 Airport Plaza Dr Suite 245, Long Beach, CA 90802
Phone: 5624914410
Email: [email protected]
Website: https://www.wealthspringpartners.com/
Latham Wealth Management
Latham Wealth Management is an independent financial advisory firm based in Long Beach, California, offering comprehensive wealth management services tailored to individuals and families. The firm provides a range of services including retirement planning, investment management, estate planning, tax strategies, insurance solutions, and charitable giving. Latham Wealth Management emphasizes a client-centric approach, aiming to simplify complex financial matters and help clients achieve their long-term financial goals. The firm operates under LPL Financial, a registered investment advisor, ensuring access to a broad array of financial products and services. With a commitment to transparency and personalized service, Latham Wealth Management strives to build lasting relationships and empower clients to make informed financial decisions.
Address: 5150 Pacific Coast Hwy # 200, Long Beach, CA 90804
Phone: 5623463390
Email: [email protected]
Website: https://www.wealthspringpartners.com/
Meinert Wealth Management LLC
Meinert Wealth Management LLC, led by John E. Meinert, CEPA®, AAMS®, is a financial advisory firm based in Long Beach, California, offering comprehensive services including retirement income planning, investment strategies, and risk management. With over 28 years of experience, the firm emphasizes personalized, long-term relationships and conservative financial principles to help families and business owners achieve their financial goals. Operating as an independent advisor affiliated with LPL Financial, Meinert Wealth Management adheres to a fiduciary standard, ensuring clients’ interests are prioritized.
Address: 5000 E Spring St #340, Long Beach, CA 90703
Phone: 5624741717
Email: [email protected]
Website: http://www.meinertwealth.com/
Midas Wealth Group
Midas Wealth Group, established in 2009 by Dora Pasco, is a Wichita, Kansas-based financial advisory firm committed to providing personalized financial planning services. Specializing in retirement planning, budgeting, and creating sustainable income streams for retirees, the firm also offers guidance on college funding, investment strategies, and insurance planning. By maintaining a selective client base, Midas Wealth Group ensures a boutique-style service, allowing for disciplined planning and ongoing, individualized relationships. Their partnership with LPL Financial underscores their dedication to delivering consistent and high-quality financial services.
Address: 1 World Trade Center, Long Beach, CA 90802
Phone: 5626764374
Email: https://midaswealthgroup.com/
Website: [email protected]
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