Financial Advisor Services in Burbank

We take pride in being an independent, fiduciary-driven wealth management firm that provides a transparent, client-first approach. Our portfolio manager, Earl Yaokasin, CFA, has over 20 years of experience in managing investments and applies the same strategies to his own portfolio as he does for his clients. This means our interests are directly aligned with yours.

As a Burbank financial advisor, Earl and his team use a value investing approach to help clients minimize risk while focusing on long-term growth. We invest in companies with a margin of safety, which reduces portfolio volatility and allows clients to confidently pursue their financial goals.

Why Choose WealthArch for Your Burbank Wealth Management Needs?

WealthArch specializes in offering Burbank wealth management services for clients with at least $500,000 to invest. Our firm’s financial investment philosophy is grounded in disciplined strategies that protect against downside risk while seeking consistent growth. WealthArch is ideal for investors who are looking for a personalized approach, with a focus on long-term wealth preservation.

Our team of experts helps clients navigate the complexities of their financial lives, from managing their investment portfolios to providing free advice on employer-sponsored 401(k)s. As a Burbank financial advisor, we ensure that your entire financial picture is working together to help you reach your goals.

The WealthArch Difference

When you’re a client with WealthArch, you always have access to the team, ensuring that you are always informed about your investments and the moves we make. After key events, such as earnings announcements, we send detailed reports and email updates so you always know exactly what’s happening with your portfolio.

Another crucial detail about how we conduct business is that we are invested with you. Earl has 100% of his net worth invested in the same assets as his clients. This shared investment philosophy fosters trust and a strong sense of partnership, as we’re all invested in the same goal: your success.