BEST FINANCIAL ADVISOR/PLANNER
Citrus Wealth Management
1461 Ford Street, Ste. 103, Redlands, CA 92373
Years Won: 2018, 2019, 2020 (Best)
For the second year in a row Citrus Wealth Management has won this category, reflecting the confidence its clients have in this innovative company to help them prepare financially for the future, even (and sometimes especially) for life’s curve balls. Founders and long-time associates and wealth managers Jeff Marvin, President, and Blaine Shira offer a solid concept of non-commission, low pressure, but very thorough individualized attention in retirement planning, asset management, tax strategies, and more. Because the company is integrated with one of the top independent broker-dealers in the nation, Jeff and Blaine can customize plans to a fine degree. Most recently, Citrus Wealth Management trademarked its unique Adaptive Financial Design program of financial and retirement planning, portfolio management, and tax strategies. Says Blaine: “It is a philosophy – what we do with our clients is structure their investments and their assets in a way that will be as flexible as possible in the future so that when the unexpected happens, our clients can adapt.” Even better, in keeping with Citrus Wealth Management’s goal to help all folks to make better financial choices, subscribers to the company’s very user-friendly website have access to free monthly market email updates and quarterly webinars.