Looking for an independent financial advisor in Los Angeles, CA who listens to you and puts your goals first? You're in the right place. {An independent financial advisor is a professional who delivers personalized financial guidance and investment planning that isn't affiliated with any specific bank, brokerage, or insurance company, so that recommendations are based solely on your best interest.
At Correct Capital, we believe your financial future requires more than cookie-cutter strategies or high-pressure sales pitches. As fiduciary advisors in Los Angeles, CA, we’re legally and ethically bound to act in your best interest. Whether you’re thinking about your future, a business owner, or just want to feel more confident about your financial life, we’re here to help you create a clear strategy for success.
What You’ll Learn on This Page:
- What it means to work with an independent financial advisor in Los Angeles, CA and why they stand apart from other types of financial “advisors”
- How independence leads to better, more tailored financial advice
- What you can expect from working with Correct Capital, including retirement planning, custom portfolio development, and smart tax strategies
- Situations where an advisor can make the biggest difference—and how to decide if it’s the right move for you
- How easy it is to get started with a trusted Los Angeles, CA advisor
- Why so many people in the Los Angeles, CA area choose Correct Capital
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Correct Capital Wealth Management's office is physically located in St. Louis, MO, but we serve clients throughout the United States in both personal financial planning and corporate retirement plans.
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What Is an Independent Financial Advisor?
An independent financial advisor is a professional who provides financial guidance and investment insight without being tied to a specific financial institution or product provider. That means their recommendations are based on your financial situation, not on commissions or sales targets.
Here’s what sets independent advisors apart:
- It’s not about selling products, it’s about crafting plans that work.
- Everything we recommend is customized and unbiased.
- Many operate as Registered Investment Advisors (RIAs), meaning they’re held to a fiduciary standard.
- We have access to a wider range of investment options and planning tools.
In short? You’re getting advice from someone who sits on your side of the table.
Is It Better to Use an Independent Financial Advisor in Los Angeles, CA?
In many cases, absolutely—particularly if you’re looking for advice that’s truly focused on your needs.
Los Angeles, CA Independent advisors aren’t tied to specific products or companies, which means everything we suggest is selected with you—not a product shelf—in mind. Unlike broker-dealer advisors who may be incentivized to sell certain mutual funds or insurance packages, our focus is on your future, not commission checks.
Why It Matters:
- Unbiased recommendations: No hidden agendas, no sales pressure.
- Wider range of options: From retirement accounts to investment portfolios, we’re not limited by a product shelf.
- Stronger relationships: It’s a long-term partnership—not a transactional meeting.
- Fiduciary duty: We put your interests ahead of everything else.
If you’ve ever wondered whether your current Los Angeles, CA financial advisor is working for you or for a bigger institution, it might be time to make the switch.
What Does an Independent Financial Advisor Do?
Think of us as your financial GPS. You tell us where you want to go—retire early, sell a business, leave a legacy—and we help navigate the best path forward to get there.
Here’s what we do for our Los Angeles, CA clients (and how we do it):
Personalized Financial Planning
No templates. No guesswork. We take the time to get to know your complete situation—everything from income to risk tolerance—and develop a strategy that reflects your priorities.
Retirement & Income Planning
Whether retirement is twenty years away or just around the corner, we help you create income you can count on, avoid tax surprises, and retire on your terms.
Investment Strategy & Portfolio Management
We’ll design and manage a diversified portfolio based on your risk tolerance, time horizon, and goals. We don’t gamble with your future—we plan for it.
Tax-Efficient Planning
Taxes can chip away at your savings if you’re not careful. We help you plan smarter around taxes to maximize your after-tax income.
Ongoing Support & Proactive Guidance
Life changes. So should your financial plan. We keep the conversation going, adapt your strategy as needed, and never leave you guessing when you need guidance.
Why Work With Correct Capital in Los Angeles, CA?
Lots of people call themselves “financial advisors,” but few are legally required to act in your best interest like we are.
At Correct Capital, we don’t just build portfolios—we help build confidence.
Here’s what sets us apart:
- Independent & Fiduciary: No product bias. No pressure. Just advice focused on you.
- Fee-Based & Transparent: You’ll always know what you’re paying for—and why.
- Credentials You Can Trust: Our advisory team includes a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, and a CFPA®.
- Real Relationships: You won’t get shuffled between advisors. You’ll work with someone who knows your goals, your family, and your financial story.
Whether you're approaching retirement, running a business, or planning for the next big milestone, we’re here to help you navigate with clarity and confidence.
Ready to talk? Let’s schedule your free consultation and take the next step together.
When Is It Worth Hiring an Independent Financial Advisor in Los Angeles, CA?
Wondering whether it’s time to hire an advisor? If the question’s on your mind, the timing might already be right.
Hiring an independent financial advisor is worth it when:
- You’re approaching retirement and want peace of mind about your finances.
- You need guidance after a business sale, inheritance, or major life event.
- Your finances have become more complicated (e.g., multiple income sources, rental properties, college planning, estate planning).
- You feel like you're doing "okay" but want a second opinion or a more strategic plan.
- You simply want peace of mind knowing a professional has your back.
You don’t have to wait for something to go wrong to make a smart move. We’re here for both—but getting started early often means more opportunities, fewer surprises, and better outcomes.
Still on the fence? We’re happy to talk through your situation—no pressure.
How to Get Started With an Independent Advisor
Taking that first step toward financial clarity is easier than you think.
Here’s what it looks like when you work with Correct Capital:
- Schedule a Free Intro Call
This is an easy, no-strings-attached chat to learn about your goals and concerns. - Bring the Basics
You don’t need spreadsheets—we just need to hear your story. No need to have everything perfectly organized—we’ll help with that. - We Build Your Personalized Plan
Based on your priorities, we’ll create a roadmap to help you grow, preserve, and enjoy your wealth. - Ongoing Support (Not a One-and-Done)
As your life shifts, your strategy will too—and we’ll be there to help make the right moves at the right time.
Talk to an Independent Financial Advisor in Los Angeles, CA Today
You’ve earned what you have. We’re here to help make the most of it.
At Correct Capital, we help people across Los Angeles, CA take control of their financial futures—with custom strategies, honest conversations, and support you can count on. Whether you’re nearing retirement, navigating a big life change, or just want to make smarter financial decisions, we’re here to help you do it with confidence.
Let’s talk—call 877-930-4015 or connect with us online to meet with a financial advisor in Los Angeles, CA who puts your goals first.
Your goals, your strategy—let’s make it happen together.
