Best Financial Planners in Sacramento (2026 Rankings)

Towerpoint Wealth stands out for its holistic approach to financial planning, integrating investment management, tax planning, and estate considerations. They pride themselves on building enduring client relationships founded on transparency and proactive communication. Their team is dedicated to helping individuals and families achieve financial peace of mind through meticulously crafted strategies.

Dominick Anton at Twin Rivers Wealth Management offers a highly personalized financial advisory experience, focusing on understanding each client's unique circumstances and aspirations. He specializes in creating tailored investment and retirement plans designed to align with individual risk tolerance and long-term objectives. Clients appreciate his commitment to clear communication and empowering them to make informed financial decisions.

Encompass Wealth Advisers distinguishes itself by providing comprehensive financial solutions that go beyond just investments, encompassing retirement planning, insurance, and estate strategies. They are committed to fostering long-term partnerships with their clients, offering objective advice and personalized roadmaps for financial success. Their client-centric philosophy ensures that every recommendation is tailored to meet individual needs and goals.

Josh Albert, a Certified Financial Planner (CFP®), provides expert financial planning services with a focus on clarity and actionable advice. He excels at demystifying complex financial topics, helping clients develop robust strategies for retirement, savings, and investments. His dedication to ethical practices and client education makes him a trusted resource for those seeking professional financial guidance.

Herrera May Wealth Management offers a personalized approach to wealth management, focusing on understanding the unique financial landscape of each client. They specialize in developing strategic investment plans and comprehensive financial guidance to help clients navigate market complexities. Their commitment to building strong relationships ensures clients receive dedicated support and clear communication throughout their financial journey.

Allworth Financial is a well-established firm offering a broad spectrum of financial services, including investment management, retirement planning, and insurance solutions. They aim to provide clients with the tools and expertise needed to build and preserve wealth over the long term. Their comprehensive approach ensures that various aspects of a client's financial life are addressed with professional insight.