Your Trusted Fiduciary Financial Advisor in Sacramento, CA

Fiduciary guidance. Transparent advice. Local expertise you can count on.

Whether you’re a Sacramento business owner preparing for a company sale, a professional planning retirement, or a family managing complex financial decisions, you need a trusted partner who understands your goals and puts your best interests first.

At Towerpoint Wealth, we are a fiduciary financial advisor near you in Sacramento, committed to guiding you with clarity, competence, and compassion. We deliver comprehensive financial planning services built around your needs, values, and long-term success.

Schedule an appointment with a financial advisor today!

Why Choose a Fiduciary Financial Advisor Near You in Sacramento?

Working with a personal financial advisor who lives and works in your community means more than convenience, it means trust. When you’re navigating complex financial planning needs, tax changes, or significant transitions, having a local expert who understands Sacramento’s economy and business environment makes a difference.

Whether you’re in the heart of Sacramento or in nearby areas, our fiduciary commitment ensures our advice is always in your best interests. We don’t sell products or earn commissions, our only incentive is your success.

Looking to find financial advisors who truly listen and act in your best interest? You’ve come to the right place.

What Sets Towerpoint Wealth Apart From Other Financial Advisors and Firms in Sacramento?

Independent. Fee-Only. Values-Driven.

As NAPFA members (The National Association of Personal Financial Advisors) and CFP® professionals, we hold ourselves to the highest ethical standards, providing fully transparent advice with no hidden fees or conflicts of interest. Our team is proud to maintain the CFP designation, a mark of trust, expertise, and ongoing competency.

We are one of the few fee-only firms in Sacramento built specifically to serve high net worth individuals, professionals, and business owners. Our approach is highly personal, we partner closely with each person, family, and business to provide advice that fits real lives, not generic formulas.

Our Clients Choose Us Because:

• We offer fully customized strategies to grow, protect, and transfer assets

• Our advisors are proactive, highly credentialed, and deeply client-focused

• We take the time to understand your vision and provide tailored investments and planning

• We are part of a national network of fiduciary advisors committed to elevating the profession

Whether you’re looking for guidance on mutual funds, business planning, retirement income, or tax-efficient wealth transfers, our advisors are ready to assist.

Comprehensive Financial Planning Services in Sacramento and Beyond

Investment Management and Strategy

We develop evidence-based portfolios tailored to your risk tolerance, goals, and timeline. Each portfolio is designed to optimize long-term growth, manage volatility, and align with your values, whether that includes traditional investments, ESG criteria, or multi-generational strategies.

Cash Flow and Retirement Planning

From 401(k) optimization to income distribution, we help you understand your options and assess how today’s decisions affect tomorrow’s retirement. Our planners walk you through realistic models to ensure your financial goals are achievable and sustainable.

Tax Strategy and Preparation Coordination

We coordinate directly with your CPA or tax team to incorporate tax preparation into your overall plan. Our goal is to help you keep more of what you earn, minimize surprises, and plan proactively for future events.

Estate, Legacy, and Charitable Giving

Whether you’re focused on your family, philanthropy, or both, our advisors help create estate strategies that reflect your values and support your long-term objectives.

Business Succession and Transition Planning

We specialize in working with business owners preparing for expansion, sale, or succession. From valuation to exit strategy, we’ll help you protect what you’ve built and plan for what’s next.

Navigating Major Life Changes

Whether you’re selling a company, going through a divorce, inheriting wealth, or managing a liquidity event, we help you decide with clarity and confidence.

Who We Serve Across the Sacramento Region

We proudly serve:

• Business owners looking for trusted financial advisors to support growth or exits

• Retirees and professionals planning their next chapter

• Families navigating intergenerational wealth and financial transitions

• Entrepreneurs and executives managing complex compensation and assets

Our clients appreciate our independence, professionalism, and commitment to putting people, not products, first.

How Our Fiduciary Financial Planners Work With You

We follow a proven yet personalized process:

1. Discovery: We learn about your values, priorities, and relationships.

2. Planning: We analyze, model, and build a comprehensive strategy.

3. Implementation: We guide you through execution with full transparency.

4. Ongoing Partnership: Life evolves. We adjust, communicate, and stay engaged.

Towerpoint Wealth is more than a service provider, we are your long-term partner in financial success. Many of our clients work with us for decades and refer colleagues, friends, and family because of the value we bring.

What Our Sacramento Clients Say

“I can not express how satisfied I am with Mr Jonathon La Turner. I met Mr La Turner 18 years ago I went into a local branch and opened a CD for my grandaughter it was the first interaction with this young man he was so well mannered and so efficient when i got home I wrote the CEO how satisfied I was. Mr La Turner advanced quickly and became a financial advisor I had my money with an advisor who never told me anything, my account kept getting smaller! Mr La Turner Not only has continually had my account grow! He has Excellent customer service skills and continually follows up and relays data! I requested some data from Mr La Turner last week I am in San Francisco and he was in Sacramento he took a train and a bus to meet with me! Like always a pure pleasure seeing him! He has a gift of just making you feel good. He is also one of the smartest brightest young individuals I have ever met! If anyone is looking for a financial advisor I highly recommend him! Thanks Jonathan for another job well done!“

– Savage Grandpa

“We were looking for a new financial advisor after feeling like a number and receiving very poor customer service from one of the very large financial institutions. Someone suggested we check out Tower Point. After doing some research and interviewing Joseph, Steve and Michelle, we made the switch. I am so glad we did! They are so responsive and attentive. We are treated with respect. They answer our questions so that I can understand them. We are so glad we made the switch!”

– C. Kim Jester

Find Financial Advisors Near You in Sacramento Today

At Towerpoint Wealth, our team of experienced, independent, fiduciary financial planners is here to help you make smarter decisions, achieve your goals, and bring confidence to every financial move.

We’re proud to be part of a national organization of ethical, client-first advisors who prioritize transparency, professionalism, and real partnership. If you’re searching for the right financial advisor near Sacramento, our team is ready to help.

Schedule an appointment with a financial advisor today!

Or call our office to speak with a fiduciary advisor who understands your needs, your community, and your future.

Frequently Asked Fiduciary Financial Advisors Near Me Questions

What is the average fee for a fiduciary financial advisor?

The average fee for a fiduciary financial advisor typically ranges from 0.50% to 1.25% of assets under management (AUM) annually. Some advisors also offer flat-fee or hourly models, especially for comprehensive financial planning services. Because fiduciary advisors are fee-only, their compensation is transparent and not based on commissions or product sales.

Is a fiduciary better than a financial advisor?

A fiduciary is a type of financial advisor who is legally and ethically required to act in your best interest at all times. Unlike some advisors who may earn commissions, fiduciaries, like those at Towerpoint Wealth, offer conflict-free advice based solely on your goals. This higher standard of care often makes working with a fiduciary a more transparent and client-focused choice.

How to tell if a financial advisor is fiduciary?

To determine if a financial advisor is a fiduciary, ask them directly if they are legally obligated to act in your best interest at all times. You can also verify their status by checking for credentials like the CFP® designation or membership in organizations such as NAPFA, which require fiduciary responsibility. At Towerpoint Wealth, we are proud to be independent, fee-only fiduciary advisors committed to full transparency and client-first service.