Our Services
Every client walks a unique path in life, and HCR Advisors are here to help guide you to financial freedom through our innovative financial management framework, The Clarity Formula®. Encompassing all the steps you will encounter on your financial journey, The Clarity Formula® provides a comprehensive, transparent, and highly customizable map that gives you the perspective and insight needed to continue moving forward with confidence.
Financial
Planning
- Financial Analysis
- Retirement Planning
- Income Review
- Budgeting
- Net Worth Analysis

Investment
Management
- Active Portfolio Management
- Market Research
- Buy & Sell Advice
- Real Estate Analysis
- Alternative Investments
- Individual Stocks & Bonds

Estate
Planning
- Multi-Generational Planning
- Trust Review
- Account Title Review
- Tax Reduction Analysis
- Legacy Planning

Risk
Management
- Insurance Review
- Asset Protection Recommendations
- Personal Coverage Review
- Business Protection Analysis

Tax
Strategies
- Year End Tax Loss Harvesting
- Tax Efficient Allocations
- Tax Return Review
- Retirement Plan Optimization

Cash
Management
- Cash Flow Analysis
- Debt Structuring
- Cash Optimization
- Competitive Margin Rates
- Pledged Asset Lines

Value Added
Services
- Trusted Network
- Thought Leadership
- Business Consulting Services
- Custom Services Tailored to Your Needs

Our Clients
Beyond our extensive financial capabilities, what truly differentiates HCR wealth advisors in Los Angeles is the client experience. Every one of our clients has access to an entire team of professionals, and we take all life factors into account when advising, versus just financial considerations. We are also unconstrained by proprietary investment products. We consider multiple options and possibilities based on your personal situation. The result is an objective, empathetic and collaborative relationship and a tailored financial plan that evolves with you.
Insights

Market Review – October 2023
Markets across global equity and fixed income added a third month of decline in October.
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Market Monitor – Third Quarter 2023
The Federal Reserve paused in September, following a 25 basis points rate hike in July. The major theme coming from the meeting was the potential and willingness of the Fed to remain higher-for-longer in an effort to combat inflation and bring it to its 2% target.
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Eight Common Mistakes That Can Jeopardize Your Retirement
According to Charles Schwab, retirement planning is the number one source of financial stress for the majority of Americans.[1] Given the potential for retirement to span 20 or more years,…
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Market Review – August 2023
Markets took a step back in August as sentiment shifted surrounding Fed policy.
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