Financial consulting in Huntington Beach, CA

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We specialize in how to use leverage to maximize tax-free retirement income. Would you like to learn how to add the potential for an additional 60-100% for your retirement? Visit surfcityfinancialgroup.com/workshop to register for our free weekly workshop.

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We work to bring humanity back to retirement planning.Weaver Consulting Group is a family-run, fiduciary Registered Investment Adviser based in Huntington Beach, CA — named USA TODAY Best Financial Advisory Firms 2026, Top 15 in California. Jason and Travis Weaver have spent over 20 years helping individuals, families, and business owners across Orange County build retirement plans that actually work.When you come to our office, it feels more like a visit than an appointment. We genuinely care about our clients and are proud to call them friends. We specialize in retirement planning, wealth management, legacy planning, business succession, income planning, and investment management — all built around your specific story, not a generic template. No call centers. No handoffs. Just a trusted team that knows your name and your goals. Serving Huntington Beach, Newport Beach, Costa Mesa, Dana Point, San Clemente, Laguna Niguel, Irvine, and all of Orange County. Retirement planning, wealth management, legacy planning, business succession planning, 401k rollovers, income planning, tax-aware investment strategy, estate planning guidance, and financial planning for individuals, families, and business owners across Orange County.

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Assisting Business Owners plan their Exit Strategy, whether selling or transferring a business Prepare you for retirement by designing tax-efficient, custom income programs Helps you plan your legacy, protecting your heirs from potential creditors, divorce, and sibling rivalry issues

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James Hendries, LPL Financial Advisor, Huntington Beach, is A Full-Service Independent Financial Firm located in Orange County and backed by the strength of LPL Financial. The investment climate has never been more exciting or more challenging than it is today. To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy financial advisor who has a clear understanding of their needs. James Hendries, LPL Financial Advisor, Huntington Beach, keeps clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first. As a full-service independent financial firm, backed by the strength of LPL Financial, we offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact us, by phone, our website, or E-mail. We can help you make sense of today's investment climate. Advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org/www.sipc.org (Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.)