Derive Wealth was founded with a simple mission: to provide 100% honest financial & investment advice. Working with a Financial Advisor can be a nerve wrecking experience. Discussing your investing and personal finance goals can often lead to a vulnerable feeling. Derive Wealth is designed to ease your fears by providing access to an independent and fee only Certified Financial Planner. Our business model is unique. We don't sell products and don't work on commissions. Our only "product" is creating personal financial plans that help organize and simplify your life. Each financial plan we create covers 5 key areas: income taxes, cash flow, personal goals, investments, and risk management. We pride ourselves in being fully transparent with the recommendations we give and the fees you pay. Our flat fee pricing structure is based on the complexity of your situation, not the amount of money you have. Check out our website to obtain an instant quote. We encourage you to come experience how refreshing financial planning done right feels.

Website: derivewealthadvisors.com

Phone: (626) 800-3864

Cross Streets: Near the intersection of N Lake Ave and N Hudson Ave