About Us

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Sackett Wealth Advisors is built on trusting relationships with our clients. As a fee-only Registered Investment Advisor firm, we are independent fiduciary financial advisors, meaning your concerns are our concerns.  Instead of selling high-cost investment products, we partner with our clients in helping them to live their desired lifestyle for their lifetime.  Our clients receive unbiased advice that is in their best interest and custom tailored to their unique circumstances, desires, and needs.

Located in North Orange County, we have been serving Southern California for many years, and now enjoy client relationships all around the country.  Starting in the Tax and Accounting business in 1980, Sackett Financial Group lead to the eventual formation of Sackett Wealth Advisors after entering the Wealth Advisory business in the year 2000.  Over the years, we have enjoyed helping our clients make some of the most important decisions in their lives:  when to retire, efficient tax strategies, selling or buying a business, estate planning, saving for college, charitable giving, and more.  Our clients do not simply come to us for investment management, rather, they typically have important decisions to make, and need professional and unbiased advice in navigating some of life's most difficult financial issues.