Judy Copenbarger

Financial Growth Management is a fee-only Registered Investment Advisor based in Villa Park, CA, serving clients nationwide. With over 35 years of experience, they offer comprehensive financial planning services, including investment management, tax planning, and retirement solutions. As a fiduciary, they are committed to acting in their clients' best interests and provide transparent, easy-to-understand fee structures. With a focus on optimizing investments, lowering taxes, and growing wealth, Financial Growth Management partners with leading technology providers to offer state-of-the-art financial planning and reporting accessible 24/7. Their expertise in navigating various market conditions and their dedication to safeguarding clients' money through partnerships with well-known institutions make them a trusted choice for successful professionals seeking wealth management services.Generated from the website

Pacific Investment Research is a boutique investment advisory firm that provides financial planning and investment management services to investors throughout California. We have more than 25 years of experience helping individuals and couples accumulate and preserve the assets they need for a secure financial future. As fee-only fiduciaries, we put our clients' best interests first.

Seamount Financial Group, Inc. is an independent boutique financial planning and wealth management firm located in Orange, California, dedicated to enhancing the lives of clients and their families through objective advice and exceptional service. Established in 1982, the firm operates as a fiduciary, prioritizing the best interests of clients and fostering lasting relationships that often span generations. The company employs a comprehensive financial planning process that involves planning, implementation, monitoring, and modification, allowing for personalized solutions tailored to each client's unique goals and values. By collaborating closely with clients and their advisors, Seamount ensures that financial strategies remain aligned with evolving life circumstances while maintaining a focus on long-term objectives. Generated from the website