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.
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.
27201 Puerta Real
Mission Viejo, CA 92691