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.
Website: weaverconsultinggroup.com
Phone: (714) 536-4065
Cross Streets: Near the intersection of Main St and 5th St
Closed now
- Sun Closed
101 Main St Huntington Beach, CA 92648 ·2182.33 mi
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Reviews
yelpWow... so glad I found this firm! Very personable and professional. Found out he had been managing my next door neighbor's business for 20 years. Wish I'd known sooner!
MoreVery informative, difficult to reach but advice was excellent, office was very professional and office staff was polite and helpful...I will return.
MoreI HIGHLY recommend Weaver Consulting Group. I a business owner and CFO for our company and utilize the group's team for our corporate retirement and personal investment needs. The customer support...
MoreWe have been going to Jason at Ameriprise for many many years. He has done a great job helping us with our investments. He is always on top of everything. We always enjoy talking with Jessica...
MoreMy husband and I have been clients of Ameriprise Financial since 1986 when it was called IDS American Express. We have had many advisors over that time period. When Jason took over the practice 19...
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