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.
Start Your Wealth Management Journey Today
Take the first step toward building and protecting your wealth with WealthArch Investment Services. Our team is here to provide you with the guidance and expertise you need to make confident decisions about your financial future.
When you’re looking for expert wealth management in Burbank and need a financial advisor to guide you through your investment journey, WealthArch is here to help. Contact us today to get started.
We Value Your Trust
WealthArch has been one of the highest-rated financial advisors in Pasadena for the past six years, and proudly serves clients in Burbank. Don’t just take our word for it. See why WealthArch earned a 5-star rating from our clients.
*ThreeBestRated.com is an independent third-party website that conducts a rigorous 50-point inspection that includes customer reviews, history, complaints, ratings, satisfaction, trust, cost, and general excellence. Learn more about their selection process here.
*Expertise.com is an independent third-party website that scored Pasadena Financial Advisors on more than 25 variables across five categories. Learn more about their selection process here.
Wealth Architect
Meet Earl Yaokasin, CFA
Our mission is to help you build a strong foundation for achieving financial independence and live your dreams. Many companies define success by the size of their profits. We define success by the number of people we have helped.
Experienced. Fiduciary.
Focused on You.
Earl Yaokasin, CFA (Chartered Financial Analyst), brings over two decades of investment experience to every client relationship, from his early career at American Express, Financial Advisors, Banc of America Investments, and Capital Group, to earning the CFA designation and building WealthArch Investment Services from the ground up.
Earl is a fiduciary whose investment philosophy aligns with some of the most respected value investors of our time, including Warren Buffett and Ben Graham. He invests his entire personal portfolio alongside his clients, so when they grow, he grows too. See how this approach helped Rachel and Allen achieve their $3 million retirement goal.
Recognized for Client-Focused Service
Independent Advice. Proven Trust.
Independent
Investment Management
Investment decisions are guided by disciplined research—not Wall Street product quotas or corporate sales priorities.
Fiduciary
Commitment
WealthArch puts clients’ interests first and reinforces that commitment with its Fiduciary Guarantee.
Research-Driven
Decisions
Our team uses in-depth quantitative and qualitative analysis to identify investments with long-term value and a margin of safety.
Transparent
Communication
Clients receive timely updates on investment decisions and market developments, along with unlimited meetings with our team.
In The News
JoyWallet
WealthArch’s Earl Yaokasin is interviewed on JoyWallet about how to achieve financial independence.
Medium
Jason Hartman has been writing a great series of articles for Medium entitled, “The 5 Essentials for Smart Investing”. He recently in…
Voyagela.com
Read this article on VoyageLA to learn about the path that shaped Earl and led him to be the financial visionary behind WealthArch.