Mountain Top Fee Only Investment Advisor Irvine California

A better approach to
retirement planning

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 sales incentives, ever. And we never sneak in hidden fees to compensate for that. Instead, we prioritize your goals and offer completely unbiased financial advice.
Success Fee Only Investment Advisor Orange County California

You get a portfolio driven by quantitate investment research

Guided by Nobel-Prize winning research, we employ advanced mathematical modeling to manage your assets, reduce volatility, and increase your overall returns. No cookie cutter portfolios here!
Professional Fee Only Financial Planner Orange County California

You'll work directly with a CFP® Pro

This isn’t just a fancy title. The CERTIFIED FINANCIAL PLANNER™ designation requires extensive training and a commitment to a fiduciary standard. That means, you can rest easy knowing your finances are looked after to a higher standard of care.
Statistics Fee Only Investment Advisor Irvine California

We're a fiduciary
What does that mean?

The short answer: someone who is 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. Everything we do is done to help you achieve your goals ensuring that your interests always come first.

Let us do the heavy lifting

Map Out Your Retirement

Everyone plans on retiring, but few know how to actually plan for retirement. We help you navigate the complexities of building a financial plan so you can sleep comfortably at night.

Grow Your Nest Egg

Your investments are your future. By combining the best practices of large institutional firms and quantitate investment strategies, we help you optimize your returns.

Provide Actionable Insights

We'll give you actionable insights to implement on. We do the math so that you'll have a clear understanding on how you can improve your retirement, lower taxes, and invest smarter.

Monitor Retirement Plan

Our unique approach to monitoring your retirement success will help ensure you retire comfortably and never have to worry about running out of 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

Strategies tailored for you

See how our wealth management process has been optimized to perform better and improve your overall returns.
Investment Fee Only Investment Advisor Orange County California

Intelligent Portfolios

When it comes to investing, you can’t afford to settle for anything less than the best. And we don’t think you should. That’s why we rely on proven investment strategies to manage your portfolio all built with a low cost approach. This ensures that you maximize your returns, regardless of what the market does. 

Key Highlights

  • A Research Driven Approach
  • Utilization of Quantitative Models
  • Smart Algorithms to Eliminate Emotions
  • Lower Costs & Fewer Taxes
Asset Allocation Fee Only Financial Planner Orange County California

Diversified Investing

The reality is, any sort of investment takes risk. But that doesn’t mean that you need to take on excess risks to get your desired returns. We make it possible to maintain a comfortable level of risk, while maximizing your returns, by diversifying your portfolio with an optimal mix of assets.

Key Highlights

  • Strategic Asset Allocation
  • Modern Portfolio Theory
  • Risk Driven Approach
Strategic Rebalancing Fee Only Investment Advisor Irvine California

Smart Rebalancing

The same way astronauts need to make small adjustments throughout a flight to keep the space shuttle moving toward its end destination, you need to periodically assess and rebalance your portfolio to move closer to your financial goals. By keeping a pulse on the market and actively looking for the best assets to add to your portfolio, we make it easier to stay on track.

Key Highlights

  • Compounding Focus Approach
  • Focus on Controlling Risks
  • Maintain Target Asset Allocation
  • Implement Responsive Rebalancing Strategy
Efficiency Fee Only Financial Planner Irvine California

Strategic Fund Selection

Exchange-Traded Funds (ETFs) and Mutual Funds combine multiple stocks and bonds into a single fund. Regardless of it's type, every fund we use in our portfolios have made it through a rigorous selection process.

Key Highlights

  • Thoughtful Fund Selection Process
  • Focus on Mitigating Excess Fees
  • Tracking of Ongoing Fund Performance
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’ve got you covered."
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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