Sacramento Financial Advisors Network
Connecting you with local fee-only financial advisors
The Power of the Network
Choosing an advisor can be one of the most important financial decisions you make, and it can feel overwhelming with all of the different options available.
You’re looking for a financial planner who is:
Qualified
Has the education and experience to demonstrate their expertise in the unique financial challenges that you face.
Committed
Committed to following strict ethical standards, acting as a fiduciary, and always putting their clients’ best interest before their own.
Local
A member of your own local community and knowledgeable about issues specific to the Sacramento area.
About the Sacramento Financial Advisors Network
The Sacramento Financial Advisors Network is a group of independent financial planners who each meet qualifications and standards that exceed those of most financial planners.
We each operate our own individual practices, but we are united by our commitment to provide our clients with the highest quality of advice.
Here are some of the requirements to be listed as a member of our network:
QUALIFIED
Whether it’s the CFP® or CPA®, our professional designations indicate that we have the experience & expertise to serve you.
FIDUCIARIES
We have a strict ethical & legal obligation to act in the best interest of our clients at all times. If we don’t, we’re personally held liable.
FEE-ONLY
We don’t collect any kind of commissions or kickbacks for the recommendations we make to clients.
REPUTABLE
We maintain a positive reputation within our industry and do not have any derogatory marks on our records.
COMPREHENSIVE
There’s more to your financial life than just your investments. We offer holistic advice that considers your overarching goals.
ACCEPTING NEW CLIENTS
We are currently accepting new clients and would be honored to have the privilege of serving you and your family.
Meet Our Advisors
Grant Bledsoe, CFP®
Three Oaks Wealth
Specialties
Business Owners
Entrepreneurs
Rachael Burns, CFP®
True Worth Financial Planning
Specialties
Newly single women
Divorce (before, during and after)
Widows
Charles Ho, CFP®
Legacy Builders Financial
Specialties
Budgeting
Retirement Planning
Work/Life Balance
Glen Monroe, CFP®
Monroe Wealth Management
Specialties
H.E.N.R.Ys (High Earners, Not Rich Yet)
Employee Stock Options
Tech Sector Employees
Tony Matheson, CFP®
Slalom Wealth Management
Specialties
Retirement Planning
Small Business Owners
Sales Professionals