CNBC's FA 100
HH ranked one of the Top-Rated Financial Advisory Firms on CNBC’s FA 100 from 2019 – 2025
Last received October 2025 based on 12/31/24 data. All prior rankings were published in September or October of each ranking year and were based on 12/31 data of the previous year. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey; however, HH did pay to license the CNBC FA 100 logo.
Planning with a Fiduciary Focus in Valencia
The Valencia team supports clients navigating investment management, retirement planning, and multi-generational financial decisions. Our advisors help bring clarity and structure to evolving financial priorities.
Wealth Advisory and Fiduciary Financial Advisors
Halbert Hargrove’s wealth management office in Valencia, CA opened in 2025 to serve our many clients across the region. Our Valencia, CA team regularly meets with clients both locally and throughout the country to address the investment management, wealth advisory, retirement planning, and tax planning needs of our clients. Our team in Valencia is dedicated to helping you attain well-lived todays and tomorrows.
Serving Valencia and Surrounding Areas
If you are located near Valencia, we encourage you to give us a call to set up a consultation. Our list of services ranges from investing and tax planning to retirement and life-based event planning. We’d love to see how we can work together to help you plan and invest for your everyday needs, big aspirations—and everything in between.
Your Valencia Financial Team
Explore Our Financial Services in Valencia
Valencia Investment Advising
Our investment services aim to grow your wealth strategically, aligning with your life goals and risk tolerance. Our Valencia team designs personalized portfolios that aim to balance growth potential with risk management, contributing to your financial future goals.
Valencia Financial Planning Services
Through meticulous financial planning, our Valencia team creates a roadmap tailored to your aspirations. We analyze your current financial situation, identify opportunities for improvement, and chart a course to help you achieve your dreams, whether it’s buying a home, funding education, or starting a business.
Retirement Planning in Valencia
Retirement should be a time of relaxation and fulfillment, not worry. Our Valencia retirement planning services assist you in planning and preparing for your retirement lifestyle.
Valencia Tax Planning
Managing tax liabilities effectively is an important part of enhancing your wealth. Our Valencia tax planning services employ strategic techniques to identify deductions, credits, and tax-efficient investment strategies. By staying informed of tax law changes and utilizing effective tax planning strategies, our goal is to help you keep more of what you’ve earned.
Estate Planning in Valencia
Managing tax liabilities effectively is an important part of enhancing your wealth. Our Valencia tax planning services employ strategic techniques to identify deductions, credits, and tax-efficient investment strategies. By staying informed of tax law changes and utilizing effective tax planning strategies, our goal is to help you keep more of what you’ve earned.
Valencia Charitable Gifting Services
Giving back to the community is a rewarding endeavor. Our Valencia charitable gifting services help you support causes close to your heart while optimizing tax benefits. We assist in structuring charitable donations and implementing strategies that align with your philanthropic goals, leaving a lasting impact on the causes you care about.
Valencia Family Financial Planning
Families have unique financial dynamics and goals. Our Valencia family advisory services provide holistic guidance to navigate complex financial decisions. From education funding to intergenerational wealth transfer, we collaborate with families to build a legacy of financial stability and prosperity.
Wealth Management in Valencia
Wealth management is about more than just growing your assets; it’s about orchestrating your financial affairs to achieve your life’s vision. Our Valencia wealth management services integrate investment management, financial planning, and risk management in an attempt to safeguard and enhance your wealth, with the goals of allowing you to focus on what matters most.
More About Valencia
Halbert Hargrove’s Valencia office serves clients across the Greater Valencia area and throughout the Los Angeles area, supporting individuals, families, and business owners navigating complex financial decisions. The team works closely with clients on investment management, retirement planning, and long-term financial strategy.
Our Valencia office is built around close, long-term relationships with the families we serve. We focus on helping clients navigate real-life financial decisions — from planning for retirement to adjusting investments — with clarity and consistency.
— Nickolas R. Strain, CFP®, CPWA®, AIF®, Senior Wealth Advisor
About the City
- A growing Southern California community within the Santa Clarita Valley
- Home to families, professionals, and business owners
- Known for established residential neighborhoods and long-term community roots
Frequently Asked Questions
Where is the Halbert Hargrove office located in Valencia?
The Valencia office is conveniently located at 25350 Magic Mountain Parkway, Suite 319.
Do I need to live in Valencia to work with this office?
No. While many clients live in or near Valencia or the surrounding Los Angeles or Santa Clarity valley cities, the team also works with clients in other locations. Meetings may take place virtually or in person, depending on preference.
What financial services are available at the Valencia office?
Services typically include comprehensive financial planning, retirement planning, investment management, and coordination with tax and estate professionals.
Who does the Valencia office typically work with?
The Valencia team works with individuals, families, and business owners who are planning for retirement, managing investments, or navigating complex financial decisions.
How do I schedule a meeting with the Valencia office?
You can request an introductory meeting using the contact form or phone number listed on this page.
Can I work with a local advisor virtually?
Yes. Clients may meet with advisors virtually or in person, depending on their preference.
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