Top Financial Advisors and Investment Management Company in USA.

© 2025 Core Finance Advisor. All rights reserved.

Financial Consultancy Services in USA

From personalized investment strategies to retirement, tax, and legacy planning, our team of fiduciary financial advisors and registered investment advisors deliver modern, tech-enabled solutions so you can focus on living, not stressing.

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ABOUT US

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YEARS OF FINANCIAL CONSULTING AND ADVISORY SERVICES

Financial Consultancy Services for Every Stage of Your Journey

Smarter Finance - Clearer Future - Trusted Advisors

Your life changes, your financial plan should change as well. In Core Finance Advisor, we offer full financial consultancy services, and pair clients with qualified finance consultants, and registered investment advisors throughout the U.S.

We have managed more than 500 million dollars in assets and assisted over 500 clients across the country, California to New York, to create, secure and enjoy their wealth. Having a 97 per cent client loyalty rate, we are proud to be a company that values people above sales targets.

As you expand your portfolio, minimize your tax liability, or leave a legacy to future generations, our financial consulting and advisory services are designed to be based on:

  • Personalization: Tailored strategies for your unique goals, not cookie-cutter templates.
  • Technology: Secure dashboards, AI-powered insights, and mobile-first access to your finances.
  • Transparency: Clear fee structures and fiduciary duty. We succeed when you succeed.
  • Values-Driven Planning: ESG, sustainability, and philanthropy strategies for those who want impact as well as income.

With Core Finance Advisor, financial freedom doesn’t just mean numbers on a spreadsheet. It means clarity, confidence, and the ability to enjoy the lifestyle you’ve worked hard to create. 

About Us

How Our Financial Consulting and Advisory Services Work?

Simple, Transparent, and Designed to Evolve With You

Each client is unique, and yet the journey to establishing financial freedom has a tested roadmap. Combining human knowledge and AI-powered solutions, our financial consultancy services help keep your plan updated as your life and the markets evolve.

Discovery & Clarity

During a free consultation, we analyze your income, assets, debts, and goals, so you understand where you are and where you have gaps.

Individualized Financial Plan

Our approach involves drawing a plan that encompasses investments, tax savings, retirement funds and estate planning, but is not a pre-prepared template based on your priorities.

Fluid Implementation

We establish your investment profiles, LLCs, or tax programs and link all of it to digital dashboards you can follow at any time.

Monitoring and Optimization

You have your money working harder as we conduct quarterly reviews, rebalance portfolios when markets change, and optimize tax and cash-flow plans to ensure your money continues to work more efficiently over time.

Who We Help Build Financial Freedom

Financial needs change, whether it is on your first paycheck or your final retirement withdrawal. Our financial consultants develop plans that suit your life and future.

Entrepreneurs and Business owners: Secure cash flow, save on taxes, and strategize to grow on scale.

Families : Generational wealth, college savings and protecting the people you love.

Young Professionals (Gen Z & Millennials):Student loan balance, early investment and lifestyle objectives.

Executives & Professionals: Maximize pay, equity and retirement benefits.

Retirees – Income, taxes, and make your money last.

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Our Services

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Financial Advisors Service

  • Growth Planning
  • Risk Mitigation
  • Change-Driven Solutions

We help businesses deal with rapid changes in the market by assisting them with risk mitigation, transformation, and growth planning, ensuring they always thrive in ever evolving markets.

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LLC Formation

  • Fast Formation
  • Expert Setup
  • Full U.S. Access

We help businesses with their USA company registration, allowing them to establish their business as an LLC.

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Tax Consultation

  • Global Expertise
  • Compliance-Driven
  • Tech-Powered

We help business leaders with their tax, international tax and compliance strategies, ensuring they can stay ahead of the regulations.

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Accounting Consulting

  • Real-Time Reporting
  • Bookkeeping Support
  • Tax Credit Savings

We help small business owners streamline their bookkeeping, financial reporting and automated tax filing, ensuring they save money and easily focus on priority business stuff.

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Wealth Management

  • Wealth Strategies
  • Legacy-Focused Planning
  • Long-Term Growth

We help high-net-worth individuals with liquidity management, financial strategies, and legacy planning, ensuring they pursue multigenerational success.

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Retirement Planning

  • Wealth Strategies
  • Legacy-Focused Planning
  • Long-Term Growth

We help high-net-worth individuals with liquidity management, financial strategies, and legacy planning, ensuring they pursue multigenerational success.

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Why Work With a Registered Investment Advisor?

Expert Guidance, Modern Tools, Real Results

Our financial consultancy services at The Core Finance Advisor do not just end with simple advice. We unite qualified skills with digital-first solutions to ensure you have clarity and control at all times. Our financial advisors, investment advisors and finance consultants empower individuals, families and business owners with wealth growth, tax reduction and long-term freedom strategies.

Fiduciary Advisors Who Put You First

Having more than ten years of experience in the U.S. markets, our CFP, CFA and RIA certified professionals act in your best interest, not commissions or sales targets. You have support with a registered investment advisor who is your lifelong partner whether you require portfolio growth, retirement planning or legacy protection.

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Success Stories: Real Clients, Real Results

How Our Financial Consultancy Services Create Lasting Impact


We have clients spread in the USA—entrepreneurs, professionals, and families in need of clarity, confidence, and smarter strategies. Below are just some of the ways our financial consulting and advisory services have created a quantifiable difference.

A boutique marketing agency owner came to us with four bank accounts, a pile of overdue IRS letters, and no clear picture of his cash flow. Our finance consultants reorganized his books, put him on automated reporting, and created a tax strategy that cut $27,000 off his liability in the first year. He now says: “For the first time, I know exactly how much I can reinvest in growth without worrying about a surprise tax bill.”
When Rachel, a graphic designer, decided to go full-time with her side hustle, she had no idea how to register an LLC or handle quarterly taxes. We walked her through setup, helped her open the right business bank accounts, and created a simple financial roadmap that balanced personal savings with business reinvestment. Six months later, she emailed us: “I just paid myself a steady salary for the first time. That’s huge.”
A second-generation family business owner came to us worried that his kids would “blow through” the money he had worked decades to build. With one of our registered investment advisors, we created a portfolio that balanced steady growth with a family trust designed for education, healthcare, and long-term support. His words: “Now I know the wealth I built won’t disappear — it’s structured to actually last through my kids and their kids.”
A tech professional earning well into six figures told us: “I feel like my investments are making money, but they’re not doing anything good.” We introduced ESG options and set up a donor-advised fund that directs a percentage of gains into local environmental programs. He now tracks both financial growth and community impact from the same dashboard. “Finally,” he said, “my money feels like it’s aligned with who I am.”
Anthony, a consultant with income from contracts, stock options, and side projects, admitted he was constantly stressed: “I honestly never knew if I was ahead or behind.” Using our AI-powered financial dashboards, he now sees how every new contract or stock decision impacts his 5-year outlook. “It’s the first time I’ve felt like my finances are running on autopilot instead of me scrambling.”
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Meet the Experts Behind Your Financial Freedom

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Chief Financial Officer

Johnathan Edwards Russel

Client Relations Manager

David Lee

Senior Investment Analyst

Michael Rodriguez

Senior Financial Advisor

Sarah Thompson

Chief Financial Officer

Johnathan Edwards Russel

Client Relations Manager

David Lee

Senior Investment Analyst

Michael Rodriguez

Senior Financial Advisor

Sarah Thompson

What Our Clients Say

From startups to seasoned entrepreneurs, how our clients achieved financial freedom.

Rachel
Austin

“Setting up my LLC felt overwhelming until I found Core Finance Advisor. They walked me through every step. I was up and running in days.”

Anthony
Miami

“Tax season used to stress me out, especially with my freelance income. The team handled everything, found credits I didn’t know existed, and saved me serious cash.”

Samantha
Denver

“My books are always on point now. I finally feel like I know where my business stands each month without touching Excel.”

James
San Diego

“Their wealth planning changed everything. Now I’m investing smart and building long-term value for my family. Their advice is worth every penny.”

Linda
Chicago

“Core Finance Advisor helped me completely rethink my financial goals from retirement to estate planning. This team gets it.”

Got Questions About Financial Freedom?

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We make you feel safe and secure by advising you on investments, taxes, retirement, and estate planning that assist your financial goals.

When peace of mind, reduced stress, and sense of purpose are good to you, then you need to seek the advice of a trusted counselor since he or she can make all the difference.

It will rely on the service you choose. We provide a clear pricing structure with no secret charge and conditions regardless of whether it is flat rates, hourly or AUM.

We have CFP, CFA and RIA-qualified professionals, years of proven experience and are interested in your goals as though they were theirs.

The advice provided by a Registered Investment Advisor (RIA) is supposed to be in your best interest at all times. A broker earns money by selling financial products and that is not necessarily in your best interest.

As frequently as you wish--monthly, quarterly, or as life! We come when life alters, markets shift or you simply need a steady hand.

Investment and tax plans, wealth management and retirement planning, we provide it all with clarity, control, and confidence.

Sure, you can. But why go it alone? We will allow you to keep you out of expensive errors, keep you disciplined and make you smarter so that you can live, rather than stress.

Select someone who has the qualifications such as CFP, RIA and above all, seek out those who listen, act in your best interest and make you feel seen, heard and financially empowered.

After meeting with our clients, they were reported to have gained more confidence in their retirement plans, which were in most cases 20 percent more. We ensure that your future is not frightening.

Yes. The majority of our clients meet us via Zoom or telephone. There is no need to drive to our office, we simplify, make it safe and convenient.

Absolutely. We regularly liaise with your tax or legal team to ensure that every aspect of your financial life is in harmony with one another.

Contact Us

[email protected]
Mon - Fri from 10 AM to 7PM EST
+1-415-470-6916
Mon - Fri from 10 AM to 7PM EST
832 via Palermo, San Ramon, CA, USA
Core Finance Advisor HQ

    Top Financial Advisors and Investment Management Company in USA.

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    Address: 832 via Palermo, San Ramon, CA, USA

    E-mail: [email protected]

    Phone: +14154706916

    © 2025 Core Finance Advisor. All rights reserved.

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