Valley Oak Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) based in Chico, California. The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They specialize in creating customized financial plans and managing investment portfolios for individuals, families, and business owners. Their approach integrates all aspects of a client's financial life, including retirement planning, investment strategy, tax considerations, and estate planning, to help them achieve their long-term financial goals.

Founded in

United States