Who We Are

Strivent Financial is a Registered Investment Advisor that follows a fiduciary standard that puts your interests first. We have a fee-only structure that is transparent and easy to understand.

  • Fiduciary – We always put your interests first.
  • Fee-Only – You only pay us for our advice. No commissions.
  • No Asset Minimums – You are not required to have $1 million to work with us.

Our Services

We provide comprehensive financial planning that includes cash flow management, tax planning, investment management, retirement planning, risk management, estate planning, and more.

  • Proactive Service – Being ahead of the curve prevents costly mistakes.
  • Comprehensive Financial Planning – We cover every aspect of your financial life.
  • Flexible Structure – Three service models to fit your needs.

How it Works

Strivent Financial engages clients with a proven financial planning process that produces results. We start where you are and guide you with sound advice so you can reach your goals. 

  • Professional & Credentialed – Experienced to handle your situation.
  • Confidential & Secure – Serving you with the greatest of care.
  • Proven Process – A results-driven approach.

Strivent Financial
27201 Puerta Real
Suite 300
Mission Viejo, CA 92691
(800) 893-6783
[email protected]