Our Story

Your life is a collection of important moments. It is in these moments where you stake your claim, create your identity and dictate your future. These times of transition are often tied to an important financial decision, and when money touches your life in consequential ways, HCR Wealth Advisors is at its best.

Established in 1988, our firm has spent decades earning a reputation for objectivity and empathy in the financial planning and investment management space. By providing truly independent comprehensive services, underpinned by extensive experience and a commitment to cultivating lifelong relationships with clients, HCR has proven itself as an exceptional advisor in both life and wealth.

We take pride in creating and guiding you along a clear path to financial success, even when complex situations arise. Our team of experienced fiduciaries are squarely focused on all aspects of your financial well-being, so you can focus on what matters most.

At HCR, we understand the magnitude of your life’s biggest moments. No matter where you are in your financial journey, or what life decision you are making, we are here to guide you. We stand by your side in times of challenge and prosperity, orchestrating every detail and building your financial future.

HCR Wealth Advisors has the expertise and industry knowledge based on over 30 years of experience working with individuals and families. Our team is guided by the highest fiduciary standards, trusted to make the critical decisions and provide clients unmatched personalized service, along with the potential for strong performance and protection in even the most adverse market conditions.

Our clients rely on us for personalized service, and we feel it is our duty and privilege to educate and empower them, providing the confidence and financial understanding needed to sleep well at night knowing HCR is protecting their interests while cultivating healthy growth.

We believe in doing what is right for every individual we serve. We build deep connections, share experiences, and work with our clients to overcome challenges, helping guide them toward their ideal financial outcome. Our client-first mindset is reinforced by a transparent fee structure that keeps our advice objective and in the best interest of the individuals and families we serve.

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We are committed to fostering a diverse and inclusive atmosphere to promote cultural sensitivity where we live and work. Click here to read our Diversity & Inclusion statement and Core Values.