Mountain Top Fee Only Investment Advisor Irvine California

Honest financial advice
you can trust.

Plan your future, reduce taxes, and invest smarter
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Why Us?

Contract Fee Only Financial Planner Irvine California

A fee-only wealth management firm

No commissions, kick-backs or product sales, ever. And we never sneak in hidden fees to compensate for that. Instead, we prioritize your goals and offer bona fide financial advice.
Success Fee Only Investment Advisor Orange County California

You'll work directly with a CFP®

The CERTIFIED FINANCIAL PLANNER™ designation requires extensive training and commitment to a fiduciary standard which makes us legally required to act in your best interest..
Professional Fee Only Financial Planner Orange County California

A partner for your financial (life) journey

We watch over our client's finances as if it were for own parents. Feel confident in knowing you'll always have a partner looking over your money and there to help plan for every step along the way.
Statistics Fee Only Investment Advisor Irvine California

We're a fiduciary
What does that mean?

The short answer: someone who's legally required to act in your best interest and is sworn to the highest level of care.

That's why we've taken a fiduciary oath ensuring that your interests always come first.

Delivering Confidence In Your Financial Future

Ascent+

Our signature planning process designed to instill confidence in curating your ideal life

Real Financial Advice

Get straight forward answers to all your financial questions and with actionable-guidance

Tax Planning

By understanding all your finances, we'll be sure to take advantage of every tax saving opportunity.

Investment Management

Researched backed, forward-thinking strategies designed to help you retire with more money

FREE E-BOOK
13 Fatal Financial FolliesTHAT SHOULD BE AVOIDED WHEN IT COMES TO RETIREMENT

Check out our valuable e-book for 13 detrimental planning mistakes that should be avoided at all costs when it comes to preparing for retirement.
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E-book Fee Only Financial Planner Irvine California

Our Investment Philosophy

See how our no B.S. approach to investing has been designed for you.  
Investment Fee Only Investment Advisor Orange County California

Optimized Portfolios

Our systematic focus removes human bias and focuses proven investment strategies that seek to generate higher net returns over the long-term.

Key Highlights

  • Seeks to Generate Higher Alpha Through Factors
  • Implementation of Momentum Strategies
  • Focus on High-Conviction Value Factors
  • Evidence-Based Systematic Approach
Asset Allocation Fee Only Financial Planner Orange County California

Evidence-Based Investing

Evidence-based investing requires less religion and more reason. It provides structured and disciplined key elements to constructing a sound portfolio based on the science and time-tested core concepts.

Key Highlights

  • Based on Investment Science
  • Evidence Derived from Academic Research
  • Implementation of Risk Factors
Strategic Rebalancing Fee Only Investment Advisor Irvine California

Systematic Approach

We aren't stock pickers. We use rules and systems to minimize human error and bias. By keeping out the emotions and avoiding behavioral investing pitfalls, we can achieve a higher degree of long-term growth.

Key Highlights

  • Data Driven Approach
  • Systematic Execution
  • Evidence-Based Assessment
  • Focus on Controlling Risks
Efficiency Fee Only Financial Planner Irvine California

Transparency

While we manage investment portfolios in-house to avoid passing on unnecessary fees, we work with industry leading research firms to build and deliver the best portfolios for you.

Key Highlights

  • In-House Investment Management
  • Focus on Reducing Taxes
  • Experienced Research Team of Analysts and Quants
  • No Additional Fees vs. Outsourced 3rd Party Asset Managers
CASE STORY 1

High earning professionals

CASE STORY 2

Retired

CASE STORY 3

Sudden wealth

"Planning for retirement should leave you happy and feeling good, with more money in your pocket. Complex strategies, smart investing, and implementation — we're your partner along your life journey."
Jared Tanimoto Signature Fee Only Financial Planner Orange County California

Contact Us

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Wealth Management
financial planner in Irvine

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