Fiduciary
We are legally and ethically bound to put your interests first — every recommendation, every time.
100% Fiduciary · Fee-Based RIA
Give Your Wealth the Care and Advantage It Deserves
FinanceCare Inc brings planning, investments, taxes, and estate strategy under one fiduciary roof — so every decision you make is coordinated, deliberate, and made in your interest alone.
- $10B+
- ASSETS ADVISED
- 98%
- CLIENT RETENTION
- 100%
- FIDUCIARY, ALWAYS
GET TO KNOW US
Advice that starts with your life, not your balance sheet
For more than thirty years we've helped families translate what they've built into what they want next. You work with a named advisory team — a planner, an investment specialist, and a tax strategist — who stay with you through every market and every milestone.
- A dedicated advisory team, not a rotating call center
- Quarterly reviews and unlimited access between them
- Plans coordinated with your CPA and estate attorney
- Clear, fee-based pricing disclosed up front
LIVE WEBINAR · OCTOBER 14
Has Your Wealth Outgrown Traditional Advice?
Join our CIO and Director of Tax Strategy for a 45-minute session on the planning gaps that appear once portfolios pass seven figures — and the moves that close them.
WHY PEOPLE WORK WITH US
Six commitments behind every recommendation we make
Forward-Thinking
Planning that anticipates tax law changes, market cycles, and the next chapter of your life.
Fee-Based
Transparent, straightforward pricing. No hidden commissions, no product quotas, no surprises.
Personalized
One dedicated advisory team that knows your family, your business, and your priorities.
Comprehensive
Investments, taxes, estate, insurance, and cash flow coordinated inside a single plan.
Committed
A long-term relationship measured in decades, with proactive reviews and always-open access.
HOW WE CAN HELP YOU
One team, five disciplines, a single coordinated plan
A plan that adapts as fast as your life does
We start with a complete picture — income, obligations, goals, and the things you'd rather not leave to chance. Then we build a plan you can actually follow, and revisit it with you every quarter.
A plan isn't a binder on a shelf. It's the decision framework we use with you every single year.
Elena Park, CFP® — Lead Planner
WHAT YOU RECEIVE
- Cash flow and savings roadmap
- Goal funding and scenario modeling
- Insurance and risk review
- Annual plan refresh with your advisor
INSIGHTS & PODCASTS
Visit the resource hub Research, tools, and conversations worth your time
Monthly insights, no noise
Planning ideas, tax deadlines, and market perspective from our advisory team — once a month.
We never sell your information. Unsubscribe any time.
A complimentary consultation, with no obligation
Spend 45 minutes with a FinanceCare advisor. You'll leave with a clear read on where your plan stands today — whether or not you ever become a client.
Or call (888) 242-6747 — weekdays, 7am–6pm PT.