Established in 2009, Acacia Asset Management, LLC is a boutique wealth management firm based in La Jolla, California. As a fee-only, independent advisory firm, it provides comprehensive financial planning and investment management services tailored to high-net-worth individuals, families, trusts, and foundations. The company's mission is to offer objective, conflict-free advice and build long-term client relationships based on trust and a deep understanding of each client's unique financial goals, covering areas such as retirement planning, estate planning, and customized portfolio management.

Founded in

United States