LPL Financial

Marina Wealth Advisors is a fee-only financial advisory firm based in Los Angeles, committed to putting clients' best interests first. The firm differentiates itself by removing the limitations, red tape, and conflicts of interest often found on Wall Street.

They specialize in working with business owners and pre-retirees, particularly individuals aged 50 and above, including pre-retiree professionals, empty nesters, and inheritors. Marina Wealth Advisors provides services such as investment management, tax strategies, cash flow planning, real estate analysis, legacy planning, and family office services.

The firm focuses on providing bespoke advising solutions, aiming to lower clients' tax bills and increase their net worth. They proactively communicate with clients' inner circle of advisors, such as CPAs and attorneys, to properly execute tax strategies and offer comprehensive financial guidance.